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Creating Dashboards

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Getting Started in the Creator: A Tutorial for Beginners

This lesson will walk you through how to setup a sample dashboard in the PowerGadgets Creator as well as walk you through some of the basic steps for configuring them with parameters.

Initial Launch

Upon initial launch in the Creator, you will see the following screen saying "Not Connected to Data". This is normal as no gadgets have been loaded yet to make a connection.

When the PowerGadgets Creator is first opened, you will presented with a blank slide. To begin creating a Dashboard, click on the Add Gadget tab to find a list of predefined gadgets.

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Adding a Gadget

1. Double click the "Open Close Ratio" to add it to the slide.2. Click the "Data" option on the menu bar and select "Edit Parameters."3. Set the appropriate parameters for the gadget.4. Click the "play' button to emulate a standalone running gadget.

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Double click on the gadgets you wish to view in your Dashboard, they will begin populating in the slideshow vertically.

Now that we have each gadget we want to view, let's lay them out a bit differently, first drag the Tkts Yesterday to the right side of Open Close Ratio.

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Then click inside the Open Tickets by Status gadgets to select it, then resize it to fill the rest of the width.

You have now created your Dashboard, you can save it and double-click on the file to open the gadgets on your desktop.

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Multiple Gadget Parameter Options: To Share or Not to Share.

• Upon the addition of mutiple gadgets onto a dashboard , you wil encounter a window such as the one pictured above

• This added feature detects one or more like parameters between gadgets and provides you with the option whether to share the parameter(s) among the gadgets or to create a sparate set of parameter(s) for the newley added gadget.

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Parameter Options: Two Methods for Editing Parameters

Parameters are filters used to display certain results. There are two parameter menus which can be viewed.1. Basic: Right-click the a running gadget.This is the menu that the client sees when right-clicking a gadget and selecting Edit Parameters. These fields can be predefined and also security measures added using the Advanced editor in the Creator.

2. Advanced: Click Data, then Edit Parameters within the Creator.This menu contains more options than in the Basic menu. Features such as making certain fields read-only and adding pre-defined Service Boards or Members to the lists.

ConfigKey Parameters: Basic Menu

ConfigKey: Don't be scared!By default, many of the gadgets have a value similar to: ConfigKey(some value). While this may look intimidating it truly is not. Whenever you see a parameter containing ConfigKey(something) it

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is simply telling you that it is taking it's direction from the values pre-defined in the Server Config Utility, located on the ConnectSMART Server.

Sample Dashboard Practice

Click on the tab "Add Gadget". Under the Service tab, double click on a gadget to load it to the current slide. 1. Try clicking on the the three response time gadgets: Average Resolution, Average Resplan,

Average Response.2. Next click on the Open Close Ratio gadget. If you get a runtime error (known issue), click on

Continue and try a second time.3. Next, go to the Tickets By Tech gadget and add it to the Slide.4. Arrangement: You can drag the gadgets around the slide by clicking on them and hovering it

over the borders. See if you can create the same dashboard as shown below:

5. Selecting the play button will resend the query and refresh the data. It will display how the gadget will be displayed on the client workstations.6. Finally, click File, Save As, and save the PGF with an appropriate title in a shared folder on the network.

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Filtering the Drilldown Outgrid

Most Gadgets include an Outgrid of data produced by drilling down on a gadget. This data can be filtered even further by dragging the Columns to the top bar and then selecting the Funnels for even greater filtering capability.