Part II: Dashboards

Welcome back! In this part of the series, we will introduce you to CogBI’s Dashboards, the main feature of the app.

Using CogBI Dashboards, you can view your business data in an attractive way that is easy to understand. CogBI has various data exploration and data interaction tools that will allow you to perform precise and efficient analysis of your data. With CogBI Dashboards you will be able to stay on top of the data that is important to you and you will be able to take informed decisions based on it.

Dashboard:

A Dashboard is group of individual pieces of visual information (such as charts, text & images) that are collected in a single place so that they may be accessed and reviewed easily. Dashboards consolidate useful information. They are created on the iPad by connecting your Data Sources to the CogBI App and using any of the available charts to visualize the data in the Data Sources. After a Dashboard has been created it can be accessed continually to view its contents, which will reflect any changes or updates in the Data Sources. Dashboards may also be modified at any time after they are created.

In order to help you to understand this easily we have put together a sample Dashboard. In this example, the Dashboard belongs to a sales manager working for a company that sells consumer electronics. Up-to-date sales data is essential for any sales manager that wishes to be effective and that needs to take meaningful decisions that can drive its sales efforts in the right direction. The following Dashboard illustrates how this can be easily achieve in CogBI:

CogBI Dashboards

  1. The first chart, a Column Chart, is displaying sales of products that the sales manager is interested in tracking. From this chart the sales manager could easily conclude which products are selling the most and how each is selling in relation to the rest.
  2. The second chart is a Top/Bottom List, it is used to display and sort the highest or lowest values of a data field. In this case you can see that the sales manager is keeping track of the best performing sales representatives. The chart is displaying the representative’s total sales figures and sorting them with the highest selling representatives at the top.
  3. The third chart is a Gauge Chart. Gauge charts are used to track and measure the performance of a data compared against a static value or a calculated value. They’re very useful to keep track of goals and performance indicators. The sales manager in our example is using the Gauge Chart to keep track of its sales goal.
  4. The fourth chart is a Line Chart, commonly used to chart values along a timeline. In this example, the sales manager is using the Line Chart to compare the monthly sales of a year with the same month of a previous year.

Dashboards are a great way to keep up with your data. They update automatically every time you open them; you can also update them manually by tapping the Refresh Button. All changes and/or updates to your Data Source will be reflected in your Dashboard as soon as you open it or you refresh it.

Full Screen Charts

With the exception of Gauge Charts and Total Charts, you can view all the charts in a Dashboard in Full Screen. Full Screen charts are larger and easier to read; they also display additional details and allow you to interact with them in order to learn more about the data that they are displaying.

Simply tap on a chart to view it in Full Screen. Below is a Full Screen chart from our example above (chart # 1) with the description of the features available in Full Screen:

CogBI Dashboards

  1. The Title of the chart.
  2. Subtitle: The chart’s subtitle is generated automatically based on the data fields that are being used to display the chart. This allows you to have a textual reference of the data that you are viewing.
  3. Summary: This area displays a color legend for all the data points in the chart so that you can identify them visually and effortlessly. It also includes a summary of all the data points drawn in the chart. You can also use this area to Drill Down.
  4. Popups: You can tap the Data points in a chart to display additional information. Every time you tap on a Data point you’ll be able to view data that is specific to it. You can also use the popups to Drill Down.
  5. Full Screen Toolbar: The buttons in the toolbar allow you to exit Full Screen, share the chart, modify the charts’ scale or display the Help Dialog.

Dashboard Toolbar

To wrap up this section we will tell you about the buttons that are located in the Dashboard Toolbar:

CogBI Dashboards

  1. Back Button: Use this button to exit the Dashboard and go to the Dashboard Manager.
  2. Refresh Button: Tapping this button will update all the data being used in the Dashboard. When you tap this button the App will check the Data Sources being used in the Dashboard for new or updated data.
  3. General Information: This area indicates the last time that the data in the Dashboard was updated. Dashboard errors will also be displayed here.
    Dashboard Title.
  4. Edit Mode Button: Tapping this button will allow you to Edit the Dashboard. Only users with the adequate Permissions can edit Dashboards.
  5. Share Button: Tapping this button will display options that are available for sharing a Dashboard.
  6. Help Button: Tapping this button will display the Dashboard’s help dialog.
  7. Tab Bar: The bottom of a Dashboard displays all Tabs in a Dashboard. Each Dashboard contains at least 1 tab and may have up to 8 tabs.
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