Customize Dashboards

Below is the transcript of a Webinar hosted by InetSoft on the topic of New Features in Version 11 of InetSoft's Style Intelligence BI Software. The presenters are Mark Flaherty, CMO at InetSoft, and Jessie Reich, Product Manager at InetSoft.

Mark Flaherty (MF): The next enhancement has to do with being able to customize dashboards. This is particularly geared to developers. Now you have even more controls over how that dashboard behaves with respect to the interactivity that you can give to it.

The third one has to do with adding all the scheduling capabilities that we have had for a while in our publishing or reporting part of the solution. Now with dashboards you can do things like automatically save snapshots of a dashboard at a point in time to an archive or have it pushed out an email, so you can have a snapshot of it, even when you are not connected to the application.

And the last one falls under the category of that agile BI as well. We have pulled together several developer and administrative applications that used to be standalone applications in our suite. This new developer studio has an easier to use interface that’s also personalizable in order to help you get your work done faster.

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And with that let’s move into the live demo. And I am going to hand over controls to Byron Igoe, Product Manager.

Jessie Thanks, Mark. InetSoft offers a versatile platform for dashboard customization, empowering users to tailor their dashboards to specific needs and preferences. One of the primary methods for customization is through intuitive drag-and-drop interfaces. Users can effortlessly rearrange and resize dashboard components such as charts, graphs, and tables to create a layout that best suits their analytical requirements. This flexibility enables users to prioritize key metrics, highlight trends, and organize data in a manner that enhances insights and decision-making. Another powerful feature of InetSoft's dashboard customization capabilities is its extensive library of visualization options. Users can choose from a wide range of chart types, including bar charts, line graphs, pie charts, heat maps, and more. This variety allows users to select the most appropriate visualization method for their data, ensuring that insights are communicated effectively.

Users can customize the appearance of these visualizations by adjusting colors, fonts, labels, and other stylistic elements to align with branding guidelines or personal preferences. InetSoft also offers advanced functionality for data integration and manipulation, enabling users to incorporate diverse data sources into their dashboards and perform complex calculations and transformations. Through seamless integration with various data sources such as databases, spreadsheets, and web services, users can access real-time data and create dynamic dashboards that reflect the most up-to-date information. Additionally, users can apply filters, formulas, and aggregations to manipulate data within the dashboard, empowering them to derive deeper insights and explore trends with precision.

InetSoft's dashboard customization extends to interactivity and collaboration features, enhancing the user experience and facilitating teamwork. Users can incorporate interactive elements such as drill-downs, filters, and tooltips into their dashboards, enabling stakeholders to explore data at different levels of detail and gain deeper insights. Furthermore, InetSoft supports features like user permissions and sharing capabilities, allowing users to collaborate on dashboards, share insights with colleagues, and control access to sensitive information. This collaborative functionality fosters a culture of data-driven decision-making and enables teams to work together more effectively towards common goals. Overall, InetSoft provides a robust suite of tools and features for dashboard customization, empowering users to create highly tailored analytical solutions that drive business success.

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So the first part of the demonstration that I am going to get into is actually the last point that Mark was just talking about, the integrated desktop environment. So he showed in the slides couple of screenshots of the data modeler and the report designer, we have actually integrated those tools in our latest version and now call it Style Studio. I am just going to bring it up, right now. So here is the Style Studio application. We have followed the structure of many other IDE development environments, and we are actually leveraging the Netbeans framework for those who are interested.

On the left hand side here, I have an asset tree. So it’s a single unified source for opening up all the components that I have built previously. Let me just create a new report from scratch. Notice that again in the new dialog, it's a single dialog for creating all of these different asset types.

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