- November 7, 2017
- Posted by: Gerard
- Category: PBCS
This step by step process shows how to create Dashboards in PBCS. The process is relatively straightforward. PBCS allows you to turn any Web Form into a chart which can be displayed in a dashboard.
In the example below, we are using the Vision application that comes with PBCS to demonstrate dashboard creation and functionality.
Step 1: Log into PBCS and select Dashboards.
Step 2: Select the “Create” button in the top right corner.
Step 3: Enter a title for the dashboard. In this example I’ve called it “Product Revenue Forecast Dashboard V2”.
Step 4: Enter the word “Revenue” in the search bar to find all Web Forms with “Revenue” in it. Then select the web form “Revenue Forecast – Revenue Assumptions”. Drag the Web Form onto the Canvas.
Step 5: The Web Form should now appear on the dashboard as below.
Step 6: Select the web form called “Revenue Trends Forecast” and drag it to the space below the other form.
Note: This drag and drop can be a little tricky. The space to drop it is small. It may take a couple of tries to get it right. Also you maybe need to adjust the zoom on your browser to make it easier.
Step 7: Once the second web form has been correctly placed it should look like the screenshot below.
Step 8: Search for all web forms that contain “Gross Margin”. Then select the web form “Gross Margin Forecast”.
Drag it to the small space to the right of the “Revenue Trends Forecast”.
Step 9: One the third web form is placed correctly it should look like the screenshot below.
Step 10: Select the web form “Revenue Trends Forecast” and select the settings button in the right corner.
Step 11: The settings dialog box should appear as below.
Step 12: From the Chart Type field select the “Line” option and click “Close”.
Step 13: The web form “Revenue Trends Forecast” should now appear as a line chart.
Step 14: Select the web form “Gross Margin Forecast” and select the settings button in the far right corner.
Step 15: The settings dialog box should now appear.
Step 16: Set the Chart Type field to “Bar”.
Step 17: Select the “Runtime” button to see how the dashboard would look to users. Remember when you are creating dashboards you are creating them in designer mode.
Step 18: The screenshot below is what the dashboard looks like in “runtime” mode.
Step 19: Let’s add some commentary to the top part of the dashboard. Select the “External Artifacts” button on the left side. Remember you need to be in designer mode for this to appear.
Step 20: Select the “Commentary” button and drag it to the small space above the “Revenue Forecast – Revenue Assumptions” web form.
Step 21: The “Commentary” dialog box should now appear. Enter a header, set the height and enter text in the commentary box.
Step 22: Below is what the final dashboard should look like in “runtime” mode.
Final points: Security can be set on the dashboards. Also business rules can be assigned to the dashboards too.
Although dashboards are relatively straightforward the first couple of times creating them can be tricky.
If you have any questions please feel free to contact us at email@example.com