What is a Dashboard?
You 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. You can create as many dashboards 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.
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.
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, let's first check the General Settings.
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
Contents such as colors, 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 you to pay attention to appearance when preparing dashboards. Appearance means colors, placement, appropriateness of descriptions.
Having a lot of information in a dashboard does not indicate that it will be useful. For example, a vertically extending dashboard can offer a lot of information, but it requires the need for continuous scrolling for users. 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 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 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.
Let's give an example: You prepared a dashboard, you prepared the data (queries) that each widget will use. Let's say this dashboard contains the last 1 month of data.
So, what would you do for the last 3 months and the last 1 year? The Date select widget saves you from this trouble and allows you to dynamically determine the time period that the dashboard will cover. If you want weekly, monthly, yearly, in this case, a separate dashboard will be required for each.
If you need a special time period, you can also select this time interval with Select.
"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.
Query = data to be covered by the widgets
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.
Chart Widget
The Chart widget can create graphs from your data based on a wide variety of criteria.
Color Palette: determines the colors to be used in different data on the chart.
Chart Type: Determines the shape of the chart. The bar chart expresses the change according to time or value. The pie chart refers to distribution. You can find the most accurate by trying.
Stacked Chart: This chart option allows you to see both the total value and the sub-values that make up the total.
Axis: Sets the value to be used for the horizontal axis. You can select multiple with Ctrl. For example, you chose Registration by Month, if you have data spread over the years, the value of May 2020 and May 2021 will overlap. You can create for comparison, or you can create a 2-year chart by including the year with ctrl.
Series: Series determines the information you will use in the graphics. The use of this information is determined by Value. If the value is in total, the sum of the series will be taken.
Value: You can use information such as the sum of the series you select as value or the registration dates, users, or forms. When you select the users as a value the distribution of the values among the users will be shown, If you select Registration by Month, the distribution of the values according to the months will be drawn.
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.
Value is calculated from the data you select as Row and Column, Value Summary is shown in the summary table.
For example, if you want to see the data you have collected by month, it must be Row = Record. Month, Column = Total Number, Value = Total Number.
With the addition of Record.Year with Ctrl to the column selection, a column is created for each year so that you can distribute the data you collect by years and months.
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.
Mobile captures are drawn with their records.
With the routes, if the user took the record while traveling (for example, by raking a video while moving), the places where they were visited will be drawn on the map.
Attachments are usually photos, and the coordinate of the photo and the coordinate of the recording may differ. For example, we took the picture of the building across the Road, we changed the location accordingly, but the location of the photo will stay the same.
If you check the directions, the directions in which the photos are taken will appear on the map. To give an example, You have documented a tree or building from 4 different points by looking at the building, the record has only one location, but 4 photos and 4 directions are drawn separately, and much more accurate information is given to you about the work done.
Labels (text) and drawing shapes (styles) on the map are included in the layer definitions. The dashboard will apply it to the mobile view too.
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.
The value of "List Macro" in Layer settings determines how your records appear in the table. According to this value, you determine how the recordings will appear to Dashboards and Mobile users.
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.
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.