Monitor and measure performance in Dashboard module

[thoai.nguyen]

Dashboard module keeps everyone in your company up to speed with what’s going on across the business by effectively taking complex data and visualizing them in configurable widgets.

WHY DASHBOARDS HELP?

• Visualization: Create intuitive and easy-to-read visual representations of your data
• Customization: Tailor your dashboard to your specific needs and preferences
• Data analysis: Quickly identify trends and insights in your equipment data
• Efficiency: Save time by easily accessing and interpreting your equipment data in one place
  
  

PRIVILEGES NEEDED

• You need Full-access to Dashboard privilege to add, edit, or delete a dashboard

ADD AND CONFIGURE DASHBOARDS

Go to the Dashboards module in Onix Work:

• In the ribbon menu, simply click on the gear icon and select New dashboard from the drop-down menu.
• Enter the name of the dashboard, and hit OK.

You can also rename , set default, or delete any existing dashboards from this menu.

• The default dashboard is the screen that all users see when they enter the Dashboards module.

IMPORTANT : If you don’t see the gear icon, then you’re not the admin and you don’t have permission to add and edit dashboards.

ADD OR MOVE WIDGETS

Go to the ribbon menu and select Edit to enter Edit mode

• In Edit mode, you can customize the widgets to your desire on your dashboard

The widget catalog displays all the widgets that are available to add to your dashboard

• You might add several widgets at a time simply by selecting them and clicking Add
• We offer 6 types of widgets:
  • Equipment from view
  • Image
  • Issues by control category and due date
  • Issues by control category and status
  • Issues by customers
  • Issues by status
  • Number of issues

After the widget is added to your dashboard

• Drag and drop it into the place where you want your widget to be
• Drag the corners of the widget to change its size to give emphasize the most important information that needs to be looked at more frequently

To remove a widget, choose the X icon on the top right

When you’re finished with your additions, choose Done Editing to exit edit mode

SET UP AND EDIT YOUR WIDGET

Each widget has unique properties and variables for configuration:

• To configure a widget, you need to enable Edit mode by selecting Edit from the ribbon menu, then choose the gear icon on the top right of the widget you wish to configure

In the widget configuration:

• Edit the displayed Title of the widget to better suit your use-case
• Tailor the widget to get timely information at a glance, and keep it focused on presenting information that your fellows value most

When you’re finished with your changes, choose Done Editing to exit edit mode

EQUIPMENT FROM VIEW WIDGET

WHY IT HELPS

• Visualize your equipment: Easily create donut, bar, and column charts of your equipment.
• Quick analysis : Analyze your equipment data at a glance with visually engaging charts.
• Personalization : Customize your view to create charts that best represent equipment data.
• Improved decision-making : Make decisions based on easy-to-understand visual data.

HOW TO SET UP

IMPORTANT:

• This widget will get all data of your current View and turn them into charts
• So if you want to get the data that best meets your needs, you should CUSTOMIZE YOUR VIEW FIRST

HERE’S HOW :

• Add a new widget to your dashboard, select Equipment from view widget
• Start the configuration for your Equipment from view widget:
  • Title: Naming your widget to make it fit your needs
  • View: Select the view that you want to get data from
  • Chart type: You can choose how your chart displayed:
    • Donut
    • Bar
    • Column
  • Label: THIS IS A MUST-HAVE, you have to select this to make your widget generate the chart. This will group your data and turn them into LABELS of your chart.
    • We offer these labels:
      • Active status
      • Control category
      • Supplier
      • Final expiry date
      • Certificate date
      • Mandatory due status
      • Preventive due status
      • Operator due status
      • Issue due status
      • Due mandatory
      • Due preventive
      • Due operator
      • Due issue
      • Created by
      • Created date
      • Modified by
      • Modified date
      • Issue status
      • Owner
      • Location
      • Area
      • Contact
      • Managing department
      • Managing contact
  • Sort: You can sort your chart by:
    • Label: Sort based on the names of your column
    • Value: Sort based on the value of each column
    • Ascending: A to Z
    • Descending: Z to A
  • Number of records to display:
    • You can choose how many labels to be displayed on your chart
• Click OK after completing the configuration
• Then Done editing to leave Editing mode

EXAMPLE

This is an example of 3 Equipment from view charts:

• Donut
• Bar
• Column

This is an example of an Equipment from view DONUT chart, ascending sorting by Label.

• The label in this chart is the Control Category

This is an example of an Equipment from view DONUT chart, ascending sorting by Value :

DRILL DOWN DATA

For a further breakdown into each widget, use drill-downs to get a finer-grained view of the selected value from any widget with just one click!

• In your chart, you can click on any slice to view the data behind it.

IMPORTANT You WILL NOT BE ABLE to drill down data while your are in Edit mode.

In the following example, the donut chart on the left shows Issues by status of Caterpillar Inc

• On the right side, the list shows a drill down of MO issues segment from the original donut chart.

Another example, the donut chart shows the number of equipment in the G3 category

• When you click on it, it will open the new equipment module with the Filter of Control category: G3