Adding & managing content on a dashboard

A dashboard is a customizable page allowing you to visualize key metrics from your datasets. Similar to a dashboard in a car, a LibInsight dashboard allows you to quickly access the data you need for monitoring library services and making informed decisions. Each dashboard page can contain multiple charts, each chart tracking an individual field from any dataset. By combining multiple charts, you can quickly measure your progress toward fiscal year goals, track service volume, and analyze the usage of your print & digital collections.

Adding content to a dashboard

  1. Click on Dashboards in the command bar
  2. Click on the Manage Dashboard () button in the Actions column or click on the title of the dashboard in the Title column.
  3. Charts on your dashboard are arranged in rows. To add a new chart, first choose the row type from the Select row type dropdown. Choose from:
    • 1 wide chart
    • 2 medium charts
    • 3 small charts
    • Right half split (text = left, chart = right)
    • Left half split (chart = left, text = right)
  4. Then click on the Add New Row button. The row will be added to the dashboard displaying a placeholder chart.
  5. In the row's header, click on the Edit This Row () button to choose the data you want to display.
  6. On the Edit Chart Group modal, under the Settings tab:
    1. Customize the Title of the row.
    2. Add an optional Description to add context to the chart.
      • The text here will appear either on top of the charts (for 1, 2 or 3 charts) or the side of the charts (for half split)
    3. Select the Dataset you want to pull data from for the row.
    4. Select the Date Range interval for your data.
      • This will determine the range of records that will be displaying in the chart. You can choose a rolling date range (e.g. data from the last 6 months) or a fixed custom date range (e.g. a specific fiscal year).
    5. Optionally, you can customize the background color for this row.
    6. You can also customize the colors used in the row's charts. Select Use System Palette to use the colors in your system settings. Or, click Custom to add your own colors to use.
  7. Under each Chart tab (there will be one chart tab for each chart in the row):
    1. Customize the Title of the chart.
    2. Select your desired Chart Type.
    3. Use the Choose Field dropdown menu to select the specific field from the dataset to visualize in your chart.
    4. Select the Aggregate Method you want to use for displaying the data. You can display the data either Monthly or Annually (the best method really depends upon the scope of your Date Range).
    5. If you'd like, you can choose to make the chart's background transparent.
  8. Optionally, you can click on the Data Point tab to highlight a specific metric from this data. This will display as a number in a small box above the chart.
    1. Select the Display Type for your data point. This can be either the sum or a count of values in a particular field.
    2. Use the Choose Field dropdown menu to select the specific field you want to summarize. This can be different than the field displaying in your charts.
    3. In the Text field, add a caption to give the data point some context.
    4. Use the Box Border Color, Box Color, and Font Color options to customize the appearance of your data point.
  9. Click on the Save Changes button.
  10. Click on the Close button to view your chart.

Screenshot of the Dashboard and adding content 1

Example of adding a new row

Customizing a row's settings

Customizing a chart

Customizing the row's data point

Managing content on a dashboard

Editing or deleting an existing row:

  1. In the row's header, click on the Edit This Row () button to make changes to the content of the row.
  2. In the row's header, click on the Delete This Row () to remove the row from the dashboard.

editing or deleting a row from a dashboard

Reordering the rows of a dashboard:

  1. Click on the Edit Dashboard Settings button.
  2. On the Edit Dashboard modal, drag and drop the rows in the Reorder Chart Rows section to the new order.
  3. Click the Save changes button.

reordering rows steps 1

reordering rows steps 2

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