Web Dashboard Items
Dashboards are made up of folders, pages, and parts. Parts are the pieces actually contain/display
information about your database. The folders and pages are for organization and security.
Some dashboard parts are “standalone” and some require “context” or need to be connected to
another part.
 Context = we need to specify which record we want to see information for. In a Revenue History
Data List, we need to specify which constituent record we want to see the list for. The
constituent record we name is the context.
o Context record type is set up when we add a page.
o We can then change the context record itself by searching and selecting a new one
(different constituents, etc.)
 “Provider” parts send data to other parts. “Consumer” parts receive data from other parts.
They are connected in Edit mode, by the blue and yellow flashing lights.
o If you try to set up a “Provider” part without a corresponding “Consumer,” no data will
display except the name of the part.
o If you try to set up a “Consumer” part without a corresponding “Provider” part, you’ll
see an error message.
o Scroll over the blue and yellow lights to see if a part is connected or not, and if it’s
sending or receiving information.
1. Constituent Parts:
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Constituent Contact Information
Constituent Cumulative Giving Summary
Constituent Picture
These parts all require a context record type of “Constituent.”
2. Data List Parts:
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Data List
Data List Chart
Data List Ticker
Some require context and some do not. Often, you’ll be able to figure out what the context record type
should be based on the datalist (ex: to see the Correspondence Process Status List, you’ll need to set up
a context record of Correspondence Process for the page, and then select the process you’d like to track
the status for.)
**We can use OOB data lists, or we can create our own in query and use those!**
Data List Chart:
o
o
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Category field = X axis
Series field = Y axis
both have to be numerical values in order for the chart to make sense
EX: Correspondence process– we can see how many ppl are mailed to each time the
process is run!
Data List Ticker:
3. Date Parts
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Calendar Date Picker – allows you to select a specific date that you’d like to see KPI values for.
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Date Offset – an alternate way to select what dates you’d like to see KPI values for. Instead of
naming a specific date, you can choose to do a certain amount of time before or after the
current date. This makes it easier to see what the value was 100 days ago, or 50 days ago,
without counting backwards to figure out what date that was.
Example:
1. Create a new KPI – Total Revenue Record Money in Selection.
2. Set your goals, and whatever selection of records you want to see.
3. Save and run the KPI.
4. Go to your Web Dashboard, and add a new page.
5. On the page, go to Edit mode and add a new part – KPI Data Provider.
6. Select the KPI instance created in step 3.
7. Add a second part – KPI Numeric Ticker.
8. Link the two parts so that the data provider part is sending data to the ticker (this gives the
ticker something to display). Note that by default, it displays the value for the current date.
9. Add a Calendar Date Picker Part.
10. Link the calendar date picker to the KPI Numeric Ticker, so that we’re sending the selected date
to the ticker and telling it what date to display information for. Note that we can change our
calendar date to whatever we’d like, and the ticker will update appropriately.
11. Return to Edit mode, and add a Date offset calendar part.
12. Unlink the Calendar date picker from the KPI, and link the Date offset part instead.
13. Exit Edit mode and note the difference in results depending on the time frames selected.
4. Embedded Web Content Parts:
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Embedded Web Content – you can put your own HTML in here to display whatever you want. It
can be static or dynamic.
Embedded Web Page – you can insert a link to any website here.
o These can be internal or external links
Link Builder – the macros are available as variables you can insert to define later on – such as if
you have an environment with multiple databases to select from. You can put in your link, and
just include the database name macro. These allow you to navigate to new locations in the
database easily.
5. KPI Parts
KPI Data Provider
+
A way to view the data:
Chart/Circular Gauge/Thermometer/Numeric Indicator/Ticker
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Date Part OR KPI Date Range (optional)
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KPI Data Provider - All KPI parts need a KPI Data Provider. Here, we select an existing KPI that
we want to see represented.
KPI Chart
KPI Circular Gauge
KPI Thermometer
KPI Numeric Indicator
KPI Ticker
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These are all ways to visually display the data in your KPI.
KPI Context Record Data Provider – *Awaiting Feedback from Products*
KPI Date Range – to be used in combination with a KPI Data Provider + KPI Chart. The KPI Chart
shows a graph of the KPI values over time, and the KPI Date Range allows you to tweak the
range of dates you see your results for. So, you can view the graph for the past 30 days, the past
two years, etc.
6. NetCommunity Parts
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NetCommunity Pages Most Frequently Visited
NetCommunity Pages Most Frequently Visited Chart
NetCommunity Pages Most Recently Visited
These do not require context; just a connection to your BBNC/BBIS site.
7. OLAP Parts
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OLAP Report Chart
OLAP Report Grid
When we create a report in the OLAP Explorer (in Analysis), we can save that report as an XML file, by
clicking this icon:
Then, we can add either OLAP part, and select that OLAP Report Set XML:
The Chart will display the report exactly as you have it set up in the OLAP explorer. The Grid option will
display the same data, but in a different format:
OLAP Report Chart
OLAP Report Grid
8. Programming Parts:
These are standalone parts, they don’t send or provide data.
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Daily Admission Sales Tracker – admission tickets sold in “Sales” functional area
Today’s Membership Sales Tracker – this is memberships sold via the “Sales” functional area,
not any added manually from a record.
Total Members Tracker – this is a count of the number of memberships in the database (if a
constituent has 3 memberships, they will be counted 3 times, not once)
Total Ticket Revenue Tracker – shows all revenue brought in in the “Sales” functional area
9. Miscellaneous Parts
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Numeric Indicator- best to use with KPI parts to display their calculated values