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Create custom dashboards

This guide explains how to create custom dashboards using WorkFusion Analytics Desktop, WorkFusion Analytics Server, and Microsoft SQL Server.

Meet prerequisites

Before you start creating custom dashboards, comply with the following requirements:

1. Install WorkFusion Analytics Desktop on your local machine.

2. Obtain access to the database in the environment for deploying dashboards. In the example below, you need the credentials to the workfusion SQL Server database.

   Alternatively, work with a local file—TXT, CSV, and so on.

3. Obtain access to the WorkFusion Analytics Server integrated with the environment for deploying dashboards.

Connect to database

To connect to the database, follow the instruction below:

1. Launch WorkFusion Analytics Desktop.

2. In the top left corner, click Connect > Microsoft SQL Server, and specify the database (DB) credentials. As the username, use rapi.

   

If there are new Data Stores inside your Business Process, enter under the ds user.

note

If you cannot connect to your DB, try installing appropriate DB drivers.

For the rapi user, the following objects are accessible after you sign in:

If you need to extend access, contact your DB administrator.

Select data source

The data source is one or more source DB tables from where you can build your dashboard. In the example below, it is transaction_e2e.

To select a data source, perform the following steps:

1. Drag the transaction_e2e table to the white area on the right. Click the Update Now button. You will see the actual data from your table.

   To add a specific query, drag New Custom SQL to the end of the list. Then, specify the required SQL query for accessible DB tables.

   

2. In the center of the window, click the Go to Worksheet button to proceed to the visual editor.

Set up Worksheet

On the Worksheet page, the following major working areas are available:

• Dimensions/Measures
• Pages/Filters/Marks
• Chart Preview Area
• Columns/Rows
• Chart Type (Show Me)

To set up a worksheet, follow the instruction below:

1. Drag the following elements:

   • Dimensions > Completion Date to Columns
   • Dimensions > Transaction Id to Rows
   • Measures > Processing Time to Rows

   Try different chart types to find the most suitable representation.

2. In the Columns area, right-click the Completion Date element and select the Exact Date option.

   

3. In the Rows area, right-click the Transaction Id element and select the Measure > Sum option.

   

4. In the Marks toolbox, select the Area type. The area below the chart is filled with color.

5. To add differentiation by the Status column, drag the Status column from Dimensions to the bottom of the Marks toolbox. From the context menu to the left of it, select Color.

   

Set up dashboard

When your worksheet chart is ready, add filters as described below to set up a dashboard:

1. On the main menu, select Dashboard > New Dashboard to create a dashboard.

2. On the Dashboard view, drag your chart from the left menu to the design area. The Chart appears.

   

3. From the Chart context menu, add the filter by Completion Date and change the filter position and the legend.

   

   You can change the size and position of layout objects. Typically, all parameters are on the top.

   

   Usually, not all sheets are visible.

   

4. Click File > Workbook Locale > English (United States) to change the locale. You can also edit chart colors, fonts, labels, and so on.

5. Give Dashboard1 an appropriate business name—the way it is to be displayed on the Control Tower page. For dashboard naming instructions, read the guide.

For instructions to deploy custom dashboards, read the Deploy custom dashboards topic.