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Dashboard designer

With the X-ERP dashboard designer you can transform operational data into interactive control images - from the first key figure to the released management dashboard.

Dashboard designer

With the X-ERP dashboard designer you can transform operational data into interactive control images - from the first key figure to the released management dashboard.

Open Dashboard Designer on the desktop Administration.

Your goal

At the end of this learning path, you will be able to safely copy an X-ERP dashboard template, understand data sources, bind dimensions and key figures, build appropriate visualizations, configure filters and interactions, and technically test the result in the viewer and export.

Why this is crucial in the dashboard designer

A good dashboard answers an important question before the reader has fully formulated it. It does not condense as many numbers as possible, but shows deviations, developments and connections so clearly that a decision can be made. This is exactly why X-ERP connects the DevExpress Blazor dashboard designer with the current company database.

Elements and settings at a glance

  • Dashboard designer: Working mode for creating, binding, arranging and saving dashboard templates.
  • Dashboard viewer: Read-only, permission-based view for users.
  • Dashboard menu: Opens New, Open, Save, Data Sources, Title, Parameters, Currency and Color Scheme.
  • Toolbox: Includes Charts, Grid, Pivot, Maps, Gauges, Filter Elements, Text, Images, Groups and Tabs.
  • X-ERP export/import: Saves or transfers the active template as .X-ERP-DASHBOARD.
  • Save as: Creates a new dashboard template with your own name.
  • Current dashboard name: Displayed in the X-ERP toolbar to prevent confusion.

Here's how to do it

  1. Formulate a specific management question, for example “Where do the current sales differ from the comparable period?”
  2. Choose an existing template with a suitable data structure and export a backup.
  3. Create a test copy and identify dimensions, metrics and required filters.
  4. First, build a working core view from a metric, a trend, and a detail list.
  5. Only add interactions, design and other elements if they answer the leadership question more quickly.
  6. Test viewers, permissions, data volume and exports and have the dashboard approved by experts.

Exercise

Create a test copy of an existing dashboard. First change only title and an item name, save and then open original and copy separately to confirm safe separation.

Check the result

  • The productive initial template is unchanged.
  • Each key figure has a unique technical definition.
  • Filters and interactions change exactly the intended elements.
  • Viewer and export show traceable, authorized data.
  • The dashboard answers your core question in less than a minute.

Typical errors and their solutions

  • Too many metrics: Reduce to the few values that trigger a concrete decision.
  • Work directly on the original: Accidental storage changes the view of all users.
  • Just check nice sample data: Test null values, empty periods, long labels, and large data sets.

Your result

You will master a complete path from the technical control goal to the secure, understandable and reliable X-ERP dashboard.

In this chapter

Further information / source

Related topics

  1. For customizers – customize screens and forms › Dashboard designer › 01. Getting started and secure workflow
  2. For customizers – customize screens and forms › Dashboard designer › 02. Interface and operating areas
  3. For customizers – customize screens and forms › Dashboard designer › 03. Open, copy and save dashboards
  4. For customizers – customize screens and forms › Dashboard designer › 19. Testing, performance and release

Frequently asked questions

What can I implement myself according to this page?

At the end of this learning path, you will be able to safely copy an X-ERP dashboard template, understand data sources, bind dimensions and metrics, build appropriate visualizations, configure filters and interactions, and technically test the result in the viewer and export.

How do I recognize a shareable result?

The production initial template is unchanged. Each key figure has a unique technical definition. Filters and interactions change exactly the intended elements. Viewer and export show traceable, authorized data. The dashboard answers your core question in less than a minute.