Dashboards

Dashboards in Ortege Studio

Dashboards are powerful tools within Ortege Studio that allow users to compile and visualize various charts and widgets into a single, cohesive interface. Designed for flexibility and interactivity, dashboards provide a snapshot of key metrics, trends, and insights, enabling data-driven decision-making at a glance. This section of the documentation will guide you through creating, customizing, and sharing dashboards in Ortege Studio.

Creating a Dashboard

  1. Initiate Dashboard Creation: Navigate to the Dashboard section and click on the “Create” button. You’ll be prompted to choose between starting from scratch or duplicating an existing dashboard.
  2. Add Charts: Once your dashboard shell is created, add charts by clicking the “+ Add Chart” button. You can select from existing charts or create new ones to add to the dashboard.
  3. Arrange Layout: Drag and drop charts to arrange them on your dashboard. You can adjust the size and position of each chart to create a visually appealing layout.

Customizing Dashboards

  1. Edit Properties: Access the dashboard’s properties to rename it, add a description, or update its settings. This is where you can make the dashboard public or private and set refresh intervals.
  2. Apply Filters: Enhance dashboard interactivity by adding filters. Filters allow viewers to refine what data is displayed across the entire dashboard, making it more dynamic and useful.
  3. Styling: Use the styling options to apply your branding or preferred visual theme to the dashboard. You can adjust colors, fonts, and spacing to match your organization’s style guide.

Sharing Dashboards

  1. Direct Sharing: Share a dashboard directly with other Ortege Studio users by granting them access. You can control whether they can view, edit, or manage the dashboard.
  2. Public Link: Generate a public link to your dashboard for easy sharing with external stakeholders. Ensure sensitive data is appropriately protected when using this feature.
  3. Exporting: Dashboards can be exported as images or PDF documents for offline viewing or inclusion in reports and presentations.

Best Practices for Dashboard Design

  • Focus on Clarity: Ensure your dashboards are easy to understand at a glance. Use clear chart titles and labels, and avoid overcrowding the dashboard with too many charts.
  • Logical Grouping: Group related charts close to each other to tell a cohesive story. This helps users quickly make connections between different data points.
  • Consistent Styling: Apply a consistent style across all charts for a professional appearance. Consistency in colors, fonts, and chart types improves readability.

Maintaining Dashboards

  • Regular Updates: Keep your dashboards relevant by regularly updating the charts and data they display. Consider setting up automatic data refreshes if supported.
  • Gather Feedback: Engage with your dashboard viewers to collect feedback and identify areas for improvement. User input can guide you in refining and enhancing your dashboards.

Dashboards are a central feature of Ortege Studio, offering a powerful way to present and explore data. By following these guidelines, you can create effective and impactful dashboards that serve as valuable tools for your organization’s data analysis and decision-making processes.