Dashboard configuration

This page is focused on the Dashboard Configuration, answering to some questions:

• What is the chart I need?

• On which data?

• Do I want to see the chart only on some data?

Before you start

• You must have the dashboard module activated.

• You need to know how to configure the creation of a module “module_dashboard” https://overit-spa.atlassian.net/wiki/spaces/NEXTGENGEO/pages/103945666590/Modules+management+3.0.?atlOrigin=eyJpIjoiNTBmOTZlYTViNWMyNGUyYWE1ODQ0MGE1MjgwN2IxZjUiLCJwIjoiYyJ9

Add a new chart

To create a new chart:

1. In your dashboard module settings, navigate to the Configuration tab.

2. Click the Add chart button.

3. In the Chart title field, enter the desired name.

4. Select a visualization option from the Chart type dropdown:

   • Pie : Shows relative proportions or percentages of a single total.

   • Donut: Displays proportional datasets with a hollow center for absolute totals.

   • Column: Compares discrete categories vertically over time or categories.

   • Column Stacked: Compares category totals while breaking down sub-component shares.

   • Bar: Compares discrete categories horizontally, ideal for long labels.

   • Bar Stacked: Compares horizontal category totals with sub-component breakdowns.

   • Line: Displays continuous trends, metrics, and changes over time.

   • Area

   • Area Stacked

   • Gauge

Select the data source

1. In the chart configuration wizard, locate the Data source dropdown.

2. Select your data source type:

   • Feature Service

   • SQL Table or View

   • REST service

3. Complete the conditional entry fields:

   • SQL table or view

     • See Select SQL table or view.

   • REST service

     • See Select a REST service.

   • Feature service:

     • See Select a feature service.

Select SQL table or view

1. Click the Connection Name dropdown

2. Choose a configured database connection.

3. Click the SQL Table/View field

4. Select a predefined table or view from the dynamic list.

Select a REST service

1. Click the Service Endpoint selector.

2. Select an active service compliant with the standard OverIT dashboard/report API contract.

Select a feature service

1. To select the GIS service, click the Service dropdown.

2. Choose the specific layer from the Layer name list.

Configure chart statistics

Depending on the chart type, the configuration may include axis configuration.

1. Define your data source.

2. Scroll down to the statistics section of the chart configuration wizard.

3. Map the fields exposed by your selected table, view, or REST API into the dashboard layout inputs:

   • Main filter: Select or enter an expression to restrict records returned by the data source.

   • X axis: Select the independent variable or categorical field from the dropdown list.

   • Y axis: Select the quantitative or numerical metric field (e.g., GDP values).

   • X axis label: Enter the text display label for the horizontal axis.

   • Y axis label: Enter the text display label for the vertical axis.

   • Series: Select an optional field to group or split data parameters into multi-colored sets.

   • User extent filter: Toggle the checkbox to dynamically filter data based on the user's active map viewport.

Audit dashboard data

To examine the data in your dashboard:

1. Navigate to your dashboard module configuration.

2. To display the configured chart registry, in the main settings panel, click the Configuration tab.

3. In the registry table, audit data origins.

   • Chart title: The name displayed to the end user on the dashboard panel.

   • Chart type: The visualization format (e.g., Pie, Column, Line).

   • Source: The data origin type (Feature Service, SQL Table/View, or REST service).

   • Service: The target service connection endpoint name.

   • Layer name: The connected GIS layer (applicable to layer-based sources).

   • Source name: The name of the specific SQL object or API contract target.

   • Available actions: Inline buttons to edit, clone, or remove individual charts.

View dashboards as an end user

To examine how an end-user sees their dashboard:

1. As an end user, log in to the NextGen Geo map workspace.

2. In the main toolbar, click the Dashboard icon.

3. To render the metrics panel, select the desired dashboard profile.

4. Interact with the integrated components:

   • Layer-based chart: Automatically loads and displays features from a feature service.

     • For example, it might display the number of provinces.

   • Database-driven chart: Renders tabular or view data instantly, such as a stacked column chart showing GDP by macroregion.

   • REST-driven chart: Queries the OverIT backend API contract dynamically to show up-to-date regional KPIs.

   • Map workspace integration: Syncs regional or provincial geometries alongside your graphical chart profiles.