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← Summary Reports and Charts

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Showing Revision 1 created 12/02/2013 by Cogi-Admin.

  1. So now that we have our report done with,

  2. we can go to create a Dashboard off of it.
  3. >> Okay, how do I do that?
  4. >> So, if you go back to the top, one of the tabs is Dashboards.
  5. So, we're going to want to create a new Dashboard. And a Dashboard itself is
  6. a layout for a bunch of different dashboard components. And so the report that
  7. we just made is going to create
  8. one dashboard component, which is one Gauge Chart.
  9. >> Okay.
  10. >> And Dashboards can be a culmination
  11. of several dashboard components so you can see
  12. snapshots of a bunch of different stuff at once.
  13. >> Okay. And if I, if my,
  14. >> Intuition is right?
  15. >> Yeah, intuition, that's the word. I'm going to drag some things.
  16. >> Yeah, so drop that guy in, looks just like a little odometer or gauge.
  17. >> Okay, so like a data source here, okay.
  18. >> So the report that we created is
  19. a data source and there are a couple different
  20. data sources you can create, but that's the
  21. easiest one to make, which is point and click.
  22. >> So, I'm going to click Data Source,
  23. open Reports > My Personal Custom Reports. Oh,
  24. wow, this is actually really easy. Isn't this exciting?
  25. >> Yeah, I know, the anticipation is killing me.
  26. >>
  27. [LAUGH]
  28. Hey, cool. Alright so I obviously want to change some of these things.
  29. I want to set some milestones or something. So what should we do?
  30. >> So, the first thing that we need to do, is scroll up and click the Wrench.
  31. >> Oh yeah, always the Wrench.
  32. >> So what we're going is setting the different areas
  33. of the gauge chart so it shows red, yellow, and green.
  34. >> Gotcha.
  35. >> So what's our goal, Andy, for the event?
  36. >> well we've,
  37. we're kind of making this up. Let's say the goal is $200,000.
  38. >> Sounds good.
  39. >> so then that's, well that'll be the yellow
  40. to green threshold, let's say. So that we then, if
  41. we make more on that, we can still see
  42. it go beyond that. I'm going to make this one 300,000.
  43. >> Okay, and so then that red would be 100,000. Yup.
  44. >> Oh, cool.
  45. >> So usually these thresholds would be based off of real metrics.
  46. >> Yeah.
  47. >> In this case we just made it up but you can see where the progress is on
  48. the right. And there's actually, it turns into a
  49. smaller number in order to make it fit. And so
  50. it says 100, 200, 300 but you can see the sum of the total spent is really in
  51. the thousands here. Now if you go to the
  52. Component Data you can change how it's showing this gauge.
  53. >> I can do Whole Units, and then it overlaps and it looks crappy so we'll
  54. do, I think thousands is fine.
  55. >> Thousands looks good. you can also change the value
  56. so maybe you don't want track the actually total spent.
  57. Maybe you just want to spent, see how many different records
  58. there were. if you, I mean we don't in this case.
  59. >> No
  60. >> But I'm just saying, like there, there are option here for you
  61. to be able to work with the same rapport but display different data.
  62. >> Okay, cool. And so let's pretend, if this were
  63. a real festival. The, this first threshold, 100,000, would be like,
  64. that's your cost, that's just recuperating your cost. Maybe 200,000
  65. is your goal, and then that's a bonus or something.
  66. >> But really, immediately, we see off of those like couple hundred records,
  67. hey, we have a lot more to go before we hit our goal.
  68. >> Okay, that's pretty cool.