Create a Dashboard

1. To design a new Dashboard, first click on a Data Source. The Add Dashboard popup will launch.
   
2. Name the Dashboard and click OK.
   

1. The new dashboard will open in a new tab next to the Home tab, and will open on the Design tab. 

1. From here you can design a Dashboard with the tools available within the module. In the next section we will show you how to create a dashboard with hyperlinks to other modules. 

Share Dashboard with another user

1. To share a dashboard with another user, select a dashboard and click the Share button located in the top right corner of the dashboard.
   
2. Next, click the Add button.
   

1. Select a user from the dropdown. This user will be notified that a dashboard has been shared with them when you click Save. 
   
2. You can also check the checkbox to allow the user to edit the dashboard, or uncheck the checkbox to make the dashboard read-only. 
   

Creating links to Collaboration attributes from within the Dashboard

1. First we will add a Grid to the Dashboard by clicking the Grid icon under the Common section of the left hand design navigation pane. 

1. Next, hovering the mouse pointer over the Grid layout, the design tools will appear.
   
2. Click the Binding icon to launch the data binding tools. 
   

1. Click Add Column to launch the Configure Column drawer.
   
2. Select Item Code. 
   

1. Next, select the Hyperlink icon. This will launch the Options for the selected binding to add a URl.
   
2. In the URl Pattern field, type /demand/collaboration?itemCd={0}
   

1. Select Location Code and click the Hyperlink icon.
2. Type /demand/collaboration?locationCd={0}

1. Select Location Description and click the Hyperlink icon.
2. Type /demand/collaboration?locationTx={0}

1. Click Save, then click the View tab to view the Dashboard. 

1. You can see that each attribute is a hyperlink to the Collaboration module. Clicking DC 02 will open the Collaboration module in a new internet tab and will filter down to that attribute automatically. 

Duplicate dashboard

1. You are then prompted to change the name of the duplicate dashboard, and click Duplicate.
   

1. The duplicate dashboard will then appear in the Quick Access section of Dashboards.

Creating Complex links to Collaboration attributes from within the Dashboard

After configuring a column for Type ABC, next type a base URL pattern into the URL Pattern field. For example: /demand/collaboration?{0}

1. Next, click on Display Value then click f+ to launch the Edit Calculated Field window. 
   

1. In the Edit Calculated Field popup window, add a custom string. In this example: Concat(String1, ... , StringN)
   
1. Concat('customerCd=', [Customer Code], '&itemCd=', [Item Code])
   
2. Click Save.
   

1. Click the created href link.
   

1. You will be taken the to the report in a new tab in the browser. 
   

Attribute Codes for Hyperlinks