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Intuitive Dashboards

Intuitive Dashboards

Get help for Intuitive Dashboards software features

Getting Started

Introduction to Intuitive Dashboards

Selecting your location and language

Logging in

Changing your user details

Logging out

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Viewing Dashboards

Viewing dashboards

Selecting a dashboard from the menu

Closing a dashboard

The three different dashboard types

Viewing a Standard dashboard

Viewing a Master-Detail dashboard

Changing the Master component

Viewing a Parent-Child dashboard

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Interacting with dashboards

Interacting with dashboards

Drilling down within a dashboard

Exporting dashboards

Refreshing data within a dashboard

Filters

How to filter a dashboard using filter components

Filtering a dashboard

Changing the Master component

Filtering a component

Editing filters

Filtering a whole dashboard

Understanding Dataset Linked Filters

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Connections

Creating connections

Preparing a SQL Server connection

Preparing for an Excel connection

Preparing for a textfile connection

Creating the text file

Using delimited textfiles

Using fixed width textfiles

Creating the XML format file

XML format file parameters

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Datafeeds

Feed Management

Creating a datafeed

Scheduling and refreshing a datafeed

Handling source system dates in SQL & Excel

Datasets

Creating a dataset

Changing dataset column order

Creating dataset expressions for measures

Dataset conditional formatting - default colour ranges

Linking dataset columns

Formatting dates in datasets

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Components

Interacting with charts

Saving a chart as an image file

Interacting with gauges

Interacting with grids

Viewing the underlying data grid

Exporting data from a grid

Editing components on a dashboard

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Creating Dashboards and Components - Overview

Understanding dashboards and components

Creating components and dashboards

Understanding dashboard security

Understanding the publication process

Creating Components

How to remove axes from charts (V6.1 Onwards)

Grid - Display Options - Adding totals to the bottom of a grid (V6.1 Onwards)

Creating components

Understanding dataset attribute, measure and pivot columns

Understanding drilldown components

Understanding dashboard drilldowns

Creating a component

Creating a filter component

Selecting a dataset

Selecting dataset columns for component

Formatting a component - Display Options

Chart - Display Options

Selecting a component type

Resizing a component

Grid - Display Options (Up to V6.02)

Gauge - Display Options

HTML - Display Options

Sorting

Adding component drilldowns

Adding a dashboard drilldown

Setting a component title

Saving a component

Publishing and closing a component

Editing an existing component

Deleting a component

Deleting a component drilldown

Renaming a component

Copying a component

Creating a chart component

Creating a gauge component

Creating a grid component

Creating drillout components - Overview

Creating a component drillout

Configuring a URL drillout

Configuring a JavaScript drillout

Adding filters to drillouts

Creating a HTML component

Adding content to a HTML component - V5.1 and earlier

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Creating a Dashboard

Saving and closing a dashboard

Publishing a dashboard

Renaming a dashboard

Copying a dashboard

Creating a Parent-Child dashboard

Creating a Master-Detail dashboard

Adding a component to the dashboard

Selecting a dashboard colour scheme

Creating a Standard dashboard

Editing a dashboard

Creating a new dashboard

Resizing and repositioning a component

Refreshing a dashboard manually

Deleting a dashboard

Refreshing a dashboard automatically

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Administering the System

Understanding the Intuitive architecture

Downloading the software

Installing the system

Browser & Device Compatibility

Configuring Firefox for auto login

Understanding the Export Process

Understanding the Import Process

Exporting datafeeds

Exporting dashboards

Migrating and Cloning dashboards

Branding the user interface

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Administering Users

Creating Internal users - V5.2 and earlier

Creating Internal users - V5.3 onwards

Creating Active Directory users

Administering roles - V5.3.1 and earlier

Administering roles - V5.3.2 onwards

Assigning group access to users

Reassigning entities

Resetting/Expiring password

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Administering Groups

Understanding groups

Creating a new group

Assigning users to a group

Setting groups up for security filters - V5.2 and earlier.

Setting home page dashboards for a group

Administering system memory usage

Administering the software license

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Security Filters - V5.2 and earlier

Understanding security filters - V5.2 and earlier

Adding a security filter to a dataset. V5.2 and earlier.

Combining security filters - V5.2 and earlier

Defining Security Identifiers - V5.2 and earlier

Activating security filters for users - V5.2 and earlier

Worked example: Single value filter - V5.2 and earlier

Worked example: Group value filter earlier - V5.2 and earlier

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Security Filters - V5.3 Onward

Understanding Security Filters - V5.3 onwards

Defining Security Filters - V5.3 onwards

Defining Multiple User Security Identifiers - V5.3 onwards

Defining Multiple Group Security Identifiers - V5.3 onwards

Combining User Security Identifiers and Group Security Identifiers in Security Filters - V5.3 Onwards

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Embedding Dashboards

Understanding the embedding process

Embedding within a web application

Embedding within a desktop application

Parameter Tool - Setting up the URL parameter tool

Parameter Tool - Selectable options

Parameter Tool - Logging in using GUID

Parameter Tool - Opening specific dashboards

Active directory auto login

Auto login with GUID

Accessing host user details

Passing URL Parameters

Specifying the colour scheme

Disabling interface items

Passing filters to the dashboard

Adding URL encryption

Returning control to host application

Returning control through a JavaScript function

Returning control through the DOM

Administering Security using the API

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Configuration File

Auto Login and Filters

Location of the SQL instance hosting the ‘dashboard’ database

Setting the Dashboards time out

Hosting Multiple Dashboard Webpages

Customising the look and feel

Configuring Colours

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Installation & Configuration Guide

Installing a SQL Express instance for the Intuitive Dashboard

"Unable to connect to the database" during Intuitive Dashboard Installation

Software Licence

Version History

Version 6.1 (Feb 2022)

Version History - Summary

Upgrading Your System - Good Practice

Version 6.0 (April 2021)

Version 6.0 - SQL Server to SQLite Migration Process (Optional)

Version 5.4 (Feb 2021)

Version 5.3 (Nov 2019)

Version 5.2 (Aug 2019)

Version 5.1 (May 2019)

Version 5.0 (Mar 2019)

Version 4.0 (Nov 2017)

Earlier Versions (Pre Nov 2017)

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