InetSoft Product How-To: Dashboard Software - Changing Dashboard Layout Assets

InetSoft's dashboard software provides users with the flexibility to make changes to dashboard data assets in real-time as the need arises. View the example below to learn more about the Style Intelligence solution.

To modify a non-tabular asset (Named Condition, Named Grouping, Date Range, or Variable), right-click the asset title bar, and select 'Properties' from the context menu.

To mark an asset as the Primary asset, right-click on the asset's title row, and select 'Set as Primary' from the context menu. The Primary asset is displayed with a bold title.

The Primary asset is the “main result” of the Worksheet. It is this Primary asset that you will access from within reports or other Worksheets.

When you save a Worksheet, the Primary asset determines the appearance of the Worksheet in the Asset Repository, and how the Worksheet can be used.

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You can delete an asset inside the Worksheet that contains it. You can also delete an entire Worksheet in the Asset Repository. To delete a table or other Worksheet asset, follow these steps:

  • 1. Click the asset title row to select the asset.
  • 2. Right-click the asset title row to open the context menu.
  • 3. Select 'Remove' from the context menu.

Alternatively, press the 'Delete' key on the keyboard to remove the assembly. To delete an asset in the Asset Repository, do one of the following things:

  • Select the asset name from the tree and press the Delete key on the keyboard.
  • Right-click on the asset name in the tree and select the 'Remove' option.

Note: If an asset is used by other reports, the asset cannot be deleted.

 

InetSoft Viewpoint

 

"Even at a simpler level that tracking usage by person, you should be asking questions about usability of your KPI software. Are the ways that these dashboards are presenting these key performance indicators, are they being presented in a useful way? It’s one thing to do a short survey or just talk to your dashboard users, it’s another to create metrics on them. How many clicks does it take to for somebody to get to a particular metric? Are people spending more time really looking for information rather than using the information. That’s a great indicator of a well-designed performance management system.

Are people trying to refresh their metrics to get the latest data, and then they are giving up and close the dashboard because it takes too long to load. So all sorts of very specific BI usage metrics about the use of the metrics software can be used to make their dashboards more effective. We’ve added a great deal of emphasis on this in our latest release.

We’ve added a usage monitoring facility in our BI and performance management application. In a lot of cases, whether it was IT or the business that drove the initial roll-out, sometimes emphasis is placed on certain metrics and certain data elements. The monitoring capability can tell you that those elements that you put most of the emphasis on are or aren’t being utilized. And conversely you can learn what data or dashboards people are using the most that might lead to surprises or point to areas for future development." - Mark Flaherty, CMO, InetSoft

Read how InetSoft was rated as a top BI vendor in G2 Crowd's user survey-based index.