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cbaqir
Specialist II
Specialist II

Combining Dashboards

We have several functional dashboards that span many user roles. I have a requirement to start producing role based dashboards which means taking several different sets of data and combining them to make one giant fact table and different sheets from existing dashboards and combining them into one.

Does anyone have any best practice suggestions on doing this as I get started??

9 Replies
marjan_it
Creator III
Creator III

If I understand correct you want a qw file with a lot of object and many roles that want each role see some of objects in your file?!!!

if this is you can load a filed AccessFiled in your script with the number of roles and in layout Show part make condition set. then when you define task you can set property Access Field.

Anil_Babu_Samineni

Cassandra,

As i understand, you already have one application might be you want develop one more application based on first application qvd's. Is this you are asking or different. If different, Please let us know the clarity and expected o/p?

Best Anil, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful
Not applicable

Hi cbaqirdhds‌,

I had similar requirements. In my case, the business had multiple departments and each department was only interested in specific facts but the General managers and operations managers were interested in everything.

Here is what you can try :

  1. Develop a QVW to generates QVD files from SQL or whatever is your source data.
  2. Write your ETL script in a way that it creates normalised QVD files (2nd or 3rd form)
  3. Store this QVD files in one central location


Once you have created normalised QVD files...


  1. Create a QVW Dashboard using those normalised QVD files.
  2. Create multiple sheets with generic names like (Summary, Trend, Comparison, Reports)
  3. Create Section Access in the load script

So, if some one will log in from Sales will only see filters and data related to his/her department (Based on what you have granted access to during the section access)

This will save resources on server too so instead of having multiple dashboard for multiple facts, you can have one dashboard but I don not know your actual requirement so I am not sure this will fit your purpose.

Introduction to Section Access

You can provide more details of your case if my answer does not meet your need.

Good luck

marjan_it
Creator III
Creator III

I said this. you can do section access for every obect in your qvw file.

cbaqir
Specialist II
Specialist II
Author

No, not quite. I have Dashboards A, B and C. I need to create Dashboard D that uses one sheet (several objects) from Dashboard A, one from Dashboard B and one from Dashboard C.

As such, the "fact" table behind these will need to be combined. The data is very different for all of these sources.

Does that help?

cbaqir
Specialist II
Specialist II
Author

Section access is not what is needed. I need to combine data and views from several dashboards to give someone a complete picture without having to look at several dashboards (1 for sales, 1 for resources etc).

Not applicable

As per my limited knowledge, It would not be possible to see Resources object values in Sales Dashboard until unless that data resides in the same data model !


Have you looked into Binary load?

pipuindia99
Creator III
Creator III

Hi,

You can use document chaining method where you can access the new dashboard by linking with existing dashboard objects