Working with Dashboards
Export Dashboard Schedule
In RubiSight, you can export a dashboard using the Export functionality. Refer to Exporting a Dashboard. You can not only schedule this export, but also send the dashboard pages as PDF via email, at a stipulated date and time. Notes: You can schedule ...
Using Dashboard Hierarchies
In a data dictionary, you can rearrange or change the order of the features in the newly created dataset using the Hierarchy function. The created hierarchy is used in the RubiSight application. To use the created hierarchy in a dashboard, follow the ...
Refreshing Dashboard using Scheduled Workflow
The dashboards that you create are static, meaning the dashboard views do not change if the data they represent is changed. For this, you can use the refresh function provided by RubiSight. Refer to Refreshing a Dashboard. However, there can be ...
Using Data Level Security
RubiSight provides a Data Level Security feature, which helps to restrict access to the data in dashboards. You can define column-level access on the database, which will show data of only the allowed columns. To use Data level security, you first ...
Search Option in Data Pane
When creating dashboards, we add datasets to them to plot various widgets. To plot widgets, multiple datasets can be used on the same dashboard page, or the same dataset can be used on multiple dashboard pages. All these datasets are parked in the ...
Accessing Dashboard Pages with Distinct URLs
When a Dashboard is published, all its pages are published by default in the same sequence they were created. When the Dashboard is published, you can create a Dashboard Link, which can be shared with business users. When the business users click the ...
Replace a Dataset
You can replace the dataset in a built dashboard in RubiSight. The following conditions must be met to replace the dataset in the dashboard with a new dataset: Columns must have the same number. Columns must have the same names. Columns with the same ...
Deleting a Dashboard
You are deleting the dashboard results in the deletion of all the charts, graphs, and tables in it. You can delete a dashboard if it has already been saved or is not required. Notes: Make sure you are in the correct Workspace, including the dashboard ...
Exporting a Dashboard
Exporting a dashboard helps you to store/save the dashboard on the system. You can then share or view the dashboard in PDF and PPT format. When you export a dashboard, all the pages present in the dashboard are exported. To export a dashboard, follow ...
Publishing a Dasboard
You can publish a Dashboard after it is created. Publishing a Dashboard generates a public link for the Dashboard, which can then be shared with the business users. Publishing a Dashboard facilitates business users to Receive the URL and open the ...
Refreshing a Dashboard
Refreshing a dashboard helps you fetch the latest data and display the most current views. To refresh a dashboard, follow the steps given below. Open the Workspace that includes your dashboard. Refer to Changing Workspace. On the home page, click ...
Saving a Dashboard
You can save a dashboard to access and view it later. There are two modes in which you can save a dashboard. These are, Save (to save a dashboard with its current credentials) - To save a dashboard, open the dashboard in Edit Mode and click the save ...
Searching a Dashboard
Searching helps you to search a dashboard by a specific name. There can be a long list of dashboards in some workspaces. It is not convenient to manually search a single dashboard from a long list. Note: Make sure you are in the correct Workspace, ...
Viewing a Dashboard
Viewing helps you open the dashboard and see all the charts, graphs, and tables in the view mode. Notes: Make sure you are in the correct Workspace, which includes the Dashboard that you want to view. To view a dashboard, follow the steps given ...
Editing a Dashboard
You can edit a dashboard to access and view it or to add more widgets to the dashboard. To edit a dashboard, follow the steps given below. Open the Workspace that includes your dashboard. Refer to Changing Workspace. On the home page, click ...
Creating a Dashboard
You can create a new dashboard from scratch or create a dashboard using an existing dashboard. Creating a New Dashboard To create a new dashboard, follow the steps given below. On the home page, click the Create icon ( ). Hover over the Dashboard ...
Performing Dashboard Tasks
Once the dashboard is created, you can perform various tasks as listed below. Create Dashboard Edit Dashboard View Dashboard Search Dashboard Saving a Dashboard Refresh Dashboard Publish Dashboard Export Dashboard Delete Dashboard Replace Dataset The ...
Keyboard Shortcuts in Dashboard
Keyboard shortcuts are helpful for enhancing user efficiency. Rubiscape provides you with various shortcut keys to move around the RubiSight dashboard and perform tasks using keyboards. The table below describes the shortcuts available in rubiscape ...
Understanding RubiSight Home Page
RubiSight home page is the area where you create data visualization using charts and graphs. When you create a new dashboard, the following icons and fields are displayed. The dashboard screen has four panes, as given below. Data Pane: This pane ...
Working with Dashboards
What is a Dashboard A dashboard is a graphical user interface (GUI), displaying all the key performance indicators at a glance. In short, it is a progress report generated to gauge the performance of a process, business, and so on. In Rubiscape, a ...