For example, usage of the Integra Dashboard could allow you to retrieve and monitor data such as Cash Balances, Payable or Receivable Balances or Detail Account data, etc. By leveraging the power and functionality of the Integra Query Manager, you are able to extract data in summary or detail form and use the Dashboard Manager to provide you comprehensive and timely views of that data via dynamic query updates.

The Dashboard Data Query Layer allows you to specify user defined queries via the Integra Query Manager that will automatically refresh the data for your dashboards. Dashboards can be accessed by multiple users or queries can be accessed by multiple dashboards, so that multiple users can view the same data in a similar or different presentation layout.

See the Integra help document for detailed instructions on using the Query Manager.

Setup

Launch Dashboard manager.  Click 'Add' to enter the Name of the new Dashboard and number of tabs pages desired.  The number of tab pages may be changed by updating the Dawshboard header.  The system will generate a new Dashboard.  by default each tab page will have 4 panels.

Select tab page 1 and click update to change.

Name - This is the text displayed on the tab
Panel layout - This is one of 10 pre-defined tab page layouts.  the layout determines how your panels will be displayed on the screen.  Use the elipsis button to choose the layout most appropriate for this tab.

Select the first panel on the tab page and click update.

Panel Configuration

Panel Name - this will be displayed across the top of the panel.
Query ID - The elipsis button will display all queries the Dashboard designer can access..  Select a query that provides the data to be displayed on this panel.
      Note:  Access to dashboard implies that the user has access to the queries that the dashboard runs.  If a user is given permission to launch a dashboard, it will execute the queries for that dashboard regardless of the user permissions associated with the query.
Type of Panel - These are the formats that can be used to display the data
      Chart - Graphical representation of the query results
      Form - Display data fields from the first record of the query results
      Data Grid - Scrollable data view of the query results
      Refresh Rate - This is the time interval for how often the dashbard will execute the query to refresh the data
      Options - The options button will become enabled one a query has been entered.  The options displayed will depend on the tool used to display the data.

Form Options - This option allows the user to choose the fields from the query to display by moving the fields to the right side of the selector.
Data Grid Options  - Again this option allows the user to moe the query data fields to the right to display the fields.
Chart Options Tab

Chart Type - The elipsis button will display the type of charts available.  This choice determines what other options are availabe.
Label Field - X-Axis data field used to plot the data
Pie Labels - This option is used to determine how to display information on each pie segment.
Point Type - This option defines the point graphic.
Scale - This option adjusts the data scale to reflect the data magnifute.
3D Graph - This option changes the chart to 3 dimensional display.
Side by Side - This is available on 3D bar graph only.
Scale Range - This option allows the user to override the default scales values.
Chart Orientation - This option determines the orientation of the X and Y axis.  The choice are:

Columns - This choice labels the fields horizontally with data plotted vertically
Bars - This choice labels the fields vertically with the dta plotted horizontally.

Field/Series Tab - Allows the user to select values from the query results set to plot.

The parameters tab on the panel is used to save parameters for the query associated with the dashboard panel.  The designer will be prompted for the parameters referenced in the query.  These values are then passed to the query so that the user is not prompted when loading the dashboard.  The query is executed with default parameter values the first time the user switches to the Parameter tab or hits the options button.  This allows the dashboard to retrieve information about the query result set and parameters, if present.  When a dashboard is running the user may change the query parameters by selecting the options button.