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What is a Dashboard?
You Dashboards or panels are a convenient way to present data and monitor the process. Senior management can access the summary of your data or different views of information inside of your data with dashboards.
For example:
The work has done on the field last week, its map, and who did how much work can be turned into a dashboard in MOBIDI Office.
You are inspecting and you want to monitor the problematic situations daily. Whether you are doing a store inspection or a construction site inspection, MOBIDI Office dashboards will monitor what you want to observe. Apart from the daily information, the change of the past and their heat map will also be revealed, allowing you to identify problem areas much more easily.
Or in GEODI, you can see information such as how many notes I took last week, how many notifications came from social media, how many new documents were added to the system, how many people used it from a single interface.
Dashboards are also the most convenient method to give brief information to C-level managers. It is possible to save a dynamically changing panel as a PDF and share it with your manager.
Adding Dashboards
We can treat the dashboards as a blank page in the beginning. We fill this blank page with widgets. Each widget has a certain ability. The Map Widget presents the map. The graphic widget shows the changes in the data. With the Pivot Table widget, we can group and gather up the data. GEODI and MOBIDI Office comes with many widgets. You can use these widgets in any way you want and create an unlimited number of dashboards.
The new dashboard can be created from the menu left hand side and by clicking the "
New Panel" button, team leaders can access team activities, and those who do the work can access the tasks. Office users can directly access their authorized panels. You can also share a panel as a PDF for external users.
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Dashboard Add/Edit
Use "Panels/New Panel" on the left menu. You can create as many dashboards panels as you want. These dashboards s are listed in the menu.
You see an example dashboard below. Each section you see here is a widget and you can use many of the same widgets and make each of them look different by changing its settings.
After the panel is formed:
You can select the tools you want from the menu on the right and design your drag-and-drop panel. Below, you will find basic information for each widget
Determine authorized office users for the dashboard. The default state is open to all office users.
Using edit menü on the top left, you can create a copy of the panel. When your dashboard is in edit state so will be the widgets.
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Adding Widgets
We have a menu for widgets. The widgets you can use in the dashboards are on this menu. You can add any of it with the pick and drop method. It is also possible to use a widget for multiple times. If the place you add is next to another widget it will fill the remaining part, but if it is an empty spot then it will fill the full of the cell.
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Widget Settings
Each widget has two different settings pages. General Settings is where you set common features for all widgets. Widget settings is where you set specific values for the widgets you are using. Before we begin to explain the widgets, letare common to all widgets. Let's first check the General Settings.
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You can adjust the background colors according to your preference.
You can give a name and a description to your widget. We would recommend you to enter reasonable descriptions and names to your widget for the future usage.
If you want to add a visual frame to your widget, you can select the “Frame” option. "Icon" can be used to add icons to your widget as the name suggests.
NOTE: In order for an icon to appear on your widget, the “Frame” option must be checked.
Widget Layout
As we claimed, the dashboard is a blank place and we can fill these blanks with widgets. You determine the width and size of the wigdets. The map can be full width or half. You make this preference by line overlay.
Widgets can be placed at the rates listed below. You can choose 1/4 or 1/3 or 2/4 ratios. You can put another widget in the remaining space or leave it blank.
A dashboard is formed with lines like this. Although there is no limit on the number of widgets, a dashboard with more than one page can make clarity a little difficult.
Dashboard Management
To make changes in a dashboard, you need to switch it to the edit mode. After reaching the edit mode, you can add new widgets, delete them or change their places.
Changing the name of the dashboards, deleting them completely or making a copy can also be done when the dashboard is in edit mode.
Suggestions
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Use background colour to get attention or differentiate
Set name, explanation and icon for the widget. Use meaningfully values for the panel users.
Row Overlay, You determine the width of the widgets. A map may fit full or half-width by using Row overlay value. In the example dashboard shown above, the first row is 1/1, the next, 1/4, and the next 2/4 wid
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Suggestions
Contents such as colours, outlines of the widgets, icons, descriptions can be done from general settings. For those who prepare it, the functionality and outcome that comes from the dashboard could be the only priority. But users often evaluate the outcome by its appearance first and then by its functionality. For this reason, we recommend suggest you to pay attention to appearance when preparing dashboards. Appearance means colorscolours, placement, appropriateness of descriptionsmeaningful descriptions and data of course.
Having a lot of information in a dashboard does not indicate mean that it will be useful. For example, a vertically extending dashboard can offer long dashboard may be very annoying because it requires a lot of information, but it requires the need for continuous scrolling for usersscrolls to reach the results. For this reason, we recommend that dashboards that fit on one page.
You may create the dashboards based on who will use it. Fitting the requests of 5 different users with different preferences into a single dashboard should design a dashboard considering the users need. Merging everything for 5 different users in a panel can create more confusion than benefit. 5 separate dashboards for every one of them may be more useful.
The name of the dashboards, the names, and descriptions of the widgets make it easier for the user to detect and realize discover the dashboards.
Widgets
There are many widgets you can use in the dashboards. Let’s explain each one individually. As we said that it is possible to use a widget more than once. The change of the same data by time can be in one graph, and the change by the team can be in another graph. In both cases, the same widget will be used.
Date Select Widget
The date selection widget is a special one that affects queries of other widgets.
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"Don't be affected by the Date Widget" should be marked in the settings of the widgets if you do not want some widgets to be affected by the dynamic date selection.
Queries
As we said that each widget has its own settings. There are some common areas in these settings. Once you learn one of them, you can apply it to all widgets. The query tool comes first.
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A query determines what a chart or a pivot table will show.
It is not necessary to give a date range in the query, except in very special cases. Because the “Date Selection Widget” allows the user to dynamically adjust this filter. Let's give an example for the special case: In a dashboard, if you are looking to have one side with last year’s activity and other side with this year's activity, you have to use date range in your query.
You will see and use Queries in many places in the MOBIDI Office. Please visit the Queries for details.
Chart Widget
The Chart widget can create graphs from your data based on a wide variety of criteria.
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Sorting: Sorting specifies the value and ranking to be used on the horizontal axis. For example, if you select the date as Axis, you can sort ascending/descending or set it according to the value in those dates.
Pivot Table Widget
Pivot Table is used to perform a summary analysis in a dataset. It is similar to the use of the Excel pivot.
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Sequencing: Works as mentioned in the other widgets.
Map Widget
The map widget draws the query. The query page that opens in the map widget has a tab called General Drawing Properties.
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Various options can be opened by right-clicking on the map. These options may vary depending on the modules you install.
Table Widget
The widget that shows queries in lists.
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The line you clicked opens the record editing page on a separate page.
Single Number Widget
A widget that shows the query result as a single value. With this widget, you can create a large number of summaries of data such as total work done, minimum time spent (MIN), maximum spent time (MAX), average time spending (AVG), total staff used in a job (DISTINCT). For these operations, you can summarize the data with operators such as MIN, MAX, AVG, DISTINCT.
Odd Number widgets are usually located at the top of the dashboard.
Multiple Row Number Widget
The multi-number widget is adding a new dimension to single number widget by showing the change of summary information by Personnel, Time, or other value.
Report Button Widget
MOBIDI can also generate excel or Html reports in cases where dashboards are not enough. You can get these reports with a button you will put on your dashboard.
Admin Widgets
System Information Widget
The System Information widget will inform you about the memory used by the software. This widget is for the use of system administrators.
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Active Users Widget
This widget shows active users that can use Mobidi Office. This tool is for the use of system administrators. You can list mobile users with many widgets described above and make analyses on user basis.
Sharing Dashboards
The people you share the Dashboards with must be registered users. If you want to share a Dashboard offline, you can use the browser PDF print feature. The PDF you created will be visually the same of the dashboard but it will be static.