November 8 2019

How To Zoola: Interactive Dashboards

Written by Erin Melvin

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- 4 MIN READ - 

Dashboards are an excellent way to quickly gain insights into the most important aspects of your data.  With integrated filters, you can easily slice and dice your data across different reports at once.

 

For more information on dashboards and filters, look at some of our previous webinars:

 

Dashboards are made up of a collection of dashlets or reports, and to successfully integrate these reports, make sure that the filters you want to use across each report in your dashboard match.  For example, if you want to filter your reports by course, then you need to ensure that each report has the exactly the same filter.  

 

For this example, we’ll use the Course Full Name and ID field as a filter across three different reports.  We have set this filter up with the operator “Equals” because we want to view the end results by one course at a time.  

 

Reports used in this example:

  • Course Engagement Chart View 
  • Course Completion Table View
  • Time Spent Learning 

 

Instructions:

  1. Drag and drop the filter of your choice (here, Course Full Name and ID) from the Filters panel to the Dashboard Designer Canvas: 

    Zoola November Newsletter - 1. Drag Filter
  2. Select the Parameter Mapping icon from the control ribbon:

    Zoola November Newsletter - 2. Parameter Mapping Icon

  3. Click the + sign on the right of the pop-up to add a new filter choice:

    Zoola November Newsletter - 3. New Filter Choice

  4. From the dropdown under Dashlet Affected, select one of your other dashlets:

    Zoola November Newsletter - 4. Dashlet Affected
  5. From the dropdown under Filter/Parameter Affected, select the Course Full Name and ID filter.

    Zoola November Newsletter - 5. Filter_Parameter Affected

  6. Repeat steps 3-5 to capture your third dashlet. Click OK to save your new parameters.

    Zoola November Newsletter - 6. Three Dashlets
  7. Click the Preview icon on the control ribbon to try out your filter:

    Zoola November Newsletter - 7 Preview Icon

 

Once you select your filter and click Apply, you should see each of the dashlets loading.  This is a good sign! That means you’ve successfully mapped the parameters.

 

Zoola November Newsletter - 8. Dashlets Loading

 

It can also be a good idea to add a text box with instructions to use the filter:

 

Zoola November Newsletter - 9. Text Instructions

 

Try it out!  For this dashboard we used two out-of-the-box reports, and built a basic time-spent learning report using the Your Zoola Starter Data Source

Stay tuned!  Next month we’ll show you how to use a chart as a filter in a dashboard.


Contact us today. We’d love to help you create a better way to learn!

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Other resources you might be interested in:

 

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