R365 Intelligence: Creating a Dashboard

  • Published on Jul 3, 2024
  • 9 minute(s) read
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This article covers creating a Dashboard in R365 Intelligence, an R365 add-on feature.

In R365 Intelligence, users can create customized Dashboards. Intelligence dashboards are interactive displays that users can create to view and explore their business data. Users can create multiple dashboards as needed by their organization. Intelligence dashboards update as data is collected, and this allows users to more efficiently access data related to their organization. 

About Dashboards

Dashboards are collections of data within R365 Intelligence. In addition to the R365 Dashboard Masters, which are the dashboards pre-built by R365, users can also create their own personal dashboards. Once dashboards are created, users can add visualizations, or visual representations of the selected data. Visualizations can be customized to include necessary information and datasets in the way that best showcases the data. They allow for users to view and interpret data more efficiently.

Within a single dashboard, Users can create chapters and pages. Visualizations can be sorted into different pages, which can then be sorted and organized into chapters. Users can sort and organize their data as needed in ways that make most logical sense for their organization. R365 Intelligence allows for the creation of multiple dashboards. 

Users can do the following in the build of their dashboard pages:

       
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    Import data from files and databases, then add that data to a visualization within the dashboard

       
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    Create and include new attributes, metrics, and groups of attribute elements using existing Intelligence objects

       
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    Add additional objects including text, images, and other web content

       
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    Drag and drop attributes, metrics to change displayed data, create filters, and group data

       

Once dashboards have been created and designed, they can be edited as needed. To learn more about editing Dashboards, click here.

Creating a New Dashboard

                                                                                                                                                                                                                                    
                   
               		                    

Users can create new dashboards and open existing dashboards from the dashboard library. To create a new dashboard, click the create new buttonfrom the top right corner of the Intelligence dashboard library page.

               
                   
               		                    

Users will be prompted to name the dashboard before clicking Create Dashboard.

               
                   
               		                    

This will open a new, blank dashboard in edit mode for users to begin customizing. 

               

Building a Dashboard

Dashboards are built by creating Visualizations with selected data. To begin building a dashboard, follow these steps:

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
                   
               		                    

Add attributes and metrics to the datasets panel. Users can chooser to do one of the following: 

                   
                           
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    Add Data by Dataset

                           
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    Add Data by Data Object 

                           
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    Import New Data

                           
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Once a method for adding data is completed, the attributes and metrics will be added to the datasets panel.

               		                    

                   
               
                   
               		                    

To begin building a visualization, add data objects by double-clicking the object or dragging and dropping the data object to the editor panel. Visualizations will update with the data as attributes and metrics are added or removed.

                   

                   

Data labeled with teal/blue colored iconsare called attributes and are fixed variables (dates, day of week, fiscal year, operational quarter, locations, etc.)

                   


Data labeled with orange/yellow colored icons are called metrics and are calculated metrics that will calculate across the data that is grouped (gross sales, guest count, forecasted sales, SPLH, labor hours etc.)

                   
                       

If necessary, users can also create new attributes and metrics within dashboard edit mode. To read more about creating data, click one of the following:

                       
                               
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    Create an Attribute

                               
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    Create a Metric 

                               
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Once all necessary data has been added to a Visualization, users can edit the visualization as necessary. Visualizations can be edited from the editor or within the visualization. To learn more about customizing Visualizations, click here.

               		                    
               
                   
               		                    

After the first visualization is created, users can proceed with designing their dashboard by adding and editing additional objects or visualizations by clicking the appropriate icons from the top of the dashboard editor. To read more about editing Dashboards, click here.

               		                    

                   
               
                   
               		                    

Click the Save button  continuously to save any changes made to the dashboard. Users will be notified that the dashboard has been saved successfully.

               		                    
               
   

R365 Best Practices

   

For faster data loading and ease when creating dashboards, R365 suggests the following:

   
           
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    Add Chapter-Level Date Filters
    Adding date filters at the chapter-level is recommended to narrow the scope of the data. Without date parameters, reports will run for all the available dates, which can go back up to 3 years. Adding a date filter will allow the data to run only within the selected parameters, which will result in faster load times.

           
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    Pause Data Retrieval When Editing Dashboards
    Data is continuously updated in R365. Pausing data retrieval momentarily stops data updates, which can allow visualizations to load quicker as they are built or edited. Data retrieval can can be paused and resumed by clicking the pause/resume data retrieval buttonfrom the left edit header.

           
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