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Intuitive Dashboards Core Software
The Intuitive Dashboards Core Software. Learn how to build and modify dashboards and provide administration.
Getting Started
Viewing Dashboards
Interacting with dashboards
Filters
Connections
Datafeeds
Datasets
Components
Creating Dashboards and Components - Overview
Creating Components
- 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
- How to remove axes from charts (V6.1 Onwards)
Creating a Dashboard
- Refreshing a dashboard automatically
- Creating a new dashboard
- Refreshing a dashboard manually
- Saving and closing a dashboard
- Adding a component to the dashboard
- Selecting a dashboard colour scheme
- Resizing and repositioning a component
- Publishing a dashboard
- Deleting a dashboard
- Renaming a dashboard
- Editing a dashboard
- Copying a dashboard
- Creating a Standard dashboard
- Creating a Master-Detail dashboard
- Creating a Parent-Child dashboard
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
Administering Users
Administering Groups
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
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
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
Configuration File
Installation & Configuration Guide
Version History
- 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)
- Version 6.1 (Feb 2022)