Using Charts with Dashboards

Now that we've delved into creating dashboards, let's learn how to use charts in the Rhythm Module!

Adding Charts to Your Dashboard

  1. Click on a dashboard from the Rhythm Tab to access the page.
  2. To add a chart to this dashboard, select the blue Chart Builder icon in the top right corner of your screen.
  3. Use the Chart Builder to create your chart. Select the type of chart you'd like to build on the right column and fill out the form as per your requirements.
  4. Click Plot when finished. This chart has now displayed on the dashboard you selected in step 1.

Pinning Charts to Dashboards

To add a chart or report to a dashboard:

  1. Build your report in the Design module.
  2. When finished, click on the Pin button in the Chart Action Bar.
  3. Choose a dashboard from the decision center drop-down menu.
  4. Click Confirm to complete the action.
  5. Click on the Rhythm module and select the dashboard you chose in step 3 to view your reports.

Editing Charts in Dashboards

You can edit charts you've added to a particular dashboard within the Rhythm module, without having to delete and recreate the chart in the Design App. To do so:

  1. Assuming you're in the correct dashboard, navigate to the chart you'd like to edit the details of.
  2. Click the menu button [...] in the top right corner of the chart.
  3. Select the Edit option from the drop-down menu.
  1. You will see the Chart Builder pop up, where you can customize and edit aspects of the chart as you'd like. To review how to use the Chart Builder, click here.
  2. Once you're done, click Plot in the top-right corner. Your updated chart will appear on the dashboard.

Deleting Charts from Dashboards

If you'd like to remove a chart from a dashboard:

  1. Scroll down to chart you'd like to delete and select the menu button [...] in the top right corner of the chart.
  2. From the Menu, select the Remove option.

Downloading Charts from Dashboards

  1. Assuming you're in the correct dashboard, navigate to the chart you'd like to download.
  2. Click the menu button [...] in the top right corner of the chart.
  3. Select the Download option from the drop-down menu.

Customizing Dashboards

While using Fullcast Dashboards, you can resize and reposition charts to customize the view you'd like. Do this by dragging the bottom-right corner of the charts in your dashboard to resize. Using your mouse, roll over the chart you'd like to reposition in the dashboard, and drag and drop it to relocate.

The new customized dashboard gets automatically saved in that view for that user.

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Having Trouble with Dashboards?

Contact your Business Partner or submit a customer support request to [email protected]