Inventory

Create dashboard content ..

With query-based dashboards, you create content directly within Dashboard Designer by writing SQL queries or using the visual query designer.

This approach offers more flexibility as you can create specific visualizations without needing to build separate reports first. You can directly connect to your data source, write custom queries, and create various components like charts, tables, and metrics.

This method is particularly useful when you need to build dashboards from scratch or when you require specific data views that don't exist in your current reports.

In this workshop we're going to generate the content for an Inventory Dashboard.

Inventory Dashboard

Template & Data Source

Template - 2 column

1. From the User Console Home Perspective, click Create New -> Dashboard.

2. On the Templates tab, click 2 Column.

3. On the Themes tab, select Crystal.

4. Click the Properties tab, and Enter: Inventory Dashboard as the title.

5. In the Untitled 1 header, click Insert Content, and then click Data Table.

6. From the Select Data Source dialog, click Inventory, and then click OK.

Inventory - data source

Content

Data Table

Product Queries

1. Add Product Line to the Selected Columns:

• From the Categories/Columns list, expand Products.

• Click Product Line.

• Click the top arrow to move Product Line to the Selected Columns area.

1. Repeat the previous step to add Products -> Product Name, Inventory and Cost > Quantity In Stock, and Inventory and Cost -> MSRP to the Selected Columns area.

2. To ASC Sort by Product Line and create the table:

• From the Categories/Columns list, click Product Line.

• Click the bottom arrow to move Product Line to the Order By area.

• Click OK.

1. In the Title text box, type Inventory Table, and then click Apply.

Inventory Table

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Chart

1. In the Untitled 2 header, click Insert Content, and then click Chart.

2. From the Select Data Source dialog, click Inventory, and then click OK.

Condition: Product Line begins with M

1. Add columns to the Selected Columns:

• From the Categories/Columns list expand Products.

• Click Product Line.

• Click the top arrow to move Product Line to the Selected Columns area.

• Expand Inventory and Cost.

• Click Quantity in Stock.

• Click the top arrow to move Quantity in Stock to the Selected Columns area.

• Click MSRP.

• Click the top arrow to move MSRP to the Selected Columns area.

1. Add a condition for Product Line and open the Chart Designer:

• From the Categories/Columns list, click Product Line.

• Click the middle arrow to move Product Line to the Conditions area.

• From the Comparison drop-down list, select begins with.

• In the Value column, type M.

• Click OK.

1. To create the chart, complete the following fields in the Chart Designer window, and then click OK:

Chart

Field	Entry
Series Column	Product Line
Category Column	Quantity in Stock
Values Column	MSRP
Chart Title	Inventory
X Axis Title	Qty
Y Axis Title	MSRP