Lesson 2 - Framework of an Out-Of-The-Box Dashboard

Welcome to Lesson 2 of your Safety Intelligence Self-Guided Onboarding Program!

If you do not have Safety Intelligence and are interested in adding it, please contact your Customer Success Manager or shared email: csoffice@ecoonline.com

Learning Objective

By the end of this lesson, you will have learned about:

• How the Site Tree is linked to your Dashboard or Look
• How to Hide Filters when downloading a dashboard
• How to Save As/Copy an existing Dashboard
• The "Shishkebab" Menu - Dashboard Level
• What are Dashboard Filters
• Tiles in Dashboard
• The "Shishkebab" Menu - Tile Level
• Alerts

Site Tree

Safety Intelligence has been designed to align seamlessly with the eCompliance Site Tree. This hierarchy ensures that data access aligns with Site permissions assigned to individual users. This tailored approach enhances data security and integrity by ensuring users access only the data they need, preventing information overload and maintaining strict data governance standards.

 

The 'global' filter, also known as the Site Tree filter, will be positioned above any given dashboard that has been successfully linked to the Site Tree hierarchy*. It enabled users to temporarily adjust the scope of displayed data by removing specific sites from the Site Tree filter. However, changes made to the filter's selections are transient and solely affect the current session; navigating away or refreshing the page will reset the filter to its default state, displaying all initially available sites.

 

*Note: The Site Tree is already linked to all out-of-the-box dashboards and Looks, however, for new dashboards, it will only successfully link to a dashboard when the "Site ID" filter has been added to a new dashboard - this will be covered in a later lesson.

 

 

The Site Tree structure within eCompliance visualizes the organization of sites as a hierarchical model. Users' access to data is constrained by the site level they are permitted to view, ensuring data visibility is systematically controlled. The only caveat is the 'top site' or in this example _Lilah Sandbox. A user with permission at _Lilah Sandbox would be able to see data for all sites in the instance, as all sites below the top site are considered child sites. 

For example, a user with access to Ontario will see data for Ontario and all of its child sites, such as Archive, Job Site 1, Job Site 3, and Job Site 2. Conversely, a user with access only to Job Site 2 will be restricted to data from that site alone.

 

Hide Filters & Save As

The Hide filters checkbox provides users with the option to conceal dashboard filters from view. Upon activation, the dashboard refreshes, presenting a filter-free interface. This feature is particularly useful for creating clean, professional-looking exports of the dashboard, as it omits filter selections from the top section of PDF downloads.

It's important to note that this is a temporary setting - leaving the dashboard or refreshing the page will revert the display to show all filters, as the checkbox automatically resets to its default, unchecked state.

Clicking the cog icon next to the 'Hide filters' checkbox will open a Save As option. When clicked, this will trigger a pop-up window with two fields:

 

The first field called "Title", prompts the user to assign a new dashboard title to the copy of the dashboard. The second is a dropdown menu offering two destinations for the saved copy: Your Organization's Folder for shared access, or a personal folder labelled with the user's first name, as First Name's Folder (see Lilah's Folder example above). This process creates an editable version of the dashboard in the selected location, without altering the original. This applies to out-of-the-box and original dashboards. This feature is only available to users with Safety Intelligence editor permissions. 

 

The "Shishkebab" Menu - Dashboard

To explore more features in the dashboard, you can use the "Shishkebab" menu, commonly symbolized by three vertical dots (⋮) located at the top right corner of the dashboard. In any of our out-of-the-box dashboards, clicking this menu will reveal a list of additional actions you can apply to the dashboard.

Clear cache and refresh

This option will refresh your dashboard's data by clearing any cached (stored) data and reloading the latest information from the database - keeping in mind that data is generally refreshed every hour. Utilize this feature to ensure you are viewing the most up-to-date information from the database, especially if you suspect data may have been updated since you last loaded the dashboard.

 

Download

This allows you to download the data or visualizations from your dashboard. Clicking this option will open a download menu:

• The Format dropdown will allow you to choose the format of your download. For dashboards, this includes either a PDF or CSV format.
• The Paper Size dropdown provides a list of paper size options, should you want to print the downloaded dashboard on non-standard sheets or have it in a different size format (eg. A1, A2, Legal, Letter, etc.). 
• Expand tables to show all rows allows you to download a table visualization with all its rows. By default, tables in dashboards may truncate data to display neatly within the dashboard's constraints. Click this option when you need the complete dataset underlying a table for comprehensive analysis or to have a record of all data. It ensures no data from the dashboard is omitted in the download, regardless of how lengthy the table is. But be aware that downloading large tables with all rows can result in very large files and may take longer to download.
• Arrange dashboard tiles in a single column rearranged the tiles of your dashboard to align in a single vertical column. This is particularly useful when preparing a dashboard for print or PDF export. It ensures the format is more readable and linear, similar to a traditional report. However, this may alter the overall layout and how visualization are juxtaposed against each other. Ensure you review the exported document and that it still conveys the intended insights.
• Open in Browser opens the current view of the dashboard in a new browser tab or window. This is useful for quickly viewing the dashboard in a full-screen browser mode, separate from the Safety Intelligence interface. It can be helpful for presentations or sharing your screen in meetings. 

 

Schedule delivery

 

Clicking this feature will open a Schedule delivery menu that allows you to set up a custom scheduled delivery of the dashboard at specific intervals. Customization options include frequency, format, and recipients for the scheduled deliveries, among more granular customizations that include specific filter values and other advanced options. This is a particularly useful feature for regular reporting needs, ensuring that you or your stakeholders receive timely updates without manually generating reports each time.

Reset filters

This option clears all the filters you have applied to the dashboard, returning it to it's original unfiltered/default filter state. Use this feature to quickly clear your current data views and start fresh, particularly when exploring different segments of data.

 

Dashboard Filters

 

 

Dashboard filters are tools within the dashboard that allow you to refine and control the data displayed across an entire dashboard. They act as a top-layer filter, affecting all relevant tiles collectively. By using these filters, you can narrow down the data to things like specific dates or date ranges, Site Names,  Form Titles, Job Profiles etc. without altering the underlying dashboard structure. 

This feature enables a personalized analysis experience while preserving the original framework of the out-of-the-box dashboard provided.

 

Tiles

 

A tile is a fundamental building block of a dashboard. It's a container that holds and displays a specific piece of data or information. Each tile can showcase different types of content - from charts, graphs, and tables, to text boxes and images. Essentially, tiles are the individual reports or visual elements that make up a dashboard.

 

The "Shishkebab" Menu - Tile

Each tile in an out-of-the-box dashboard offers a menu that provides several functionalities to interact with that specific piece of data. To access this menu, look for the "shishkebab" menu or three dots (⋮) located at the top right corner of a tile. Clicking this menu will provide you with the following options:

 

Explore from here

This option allows you to delve deeper into the data and analysis behind the specific tile. It will open a more detailed and interactive view called an Explore, where you can modify and explore the data further. Use 'Explore from here' when you want to conduct a more granular analysis or customize the existing view. It's ideal for answering specific questions that arise from the tile's summarized data. Any explorations or changes you make in this mode are separate from the dashboard view and won't affect the original tile in any of the out-of-the-box dashboards.

Download data

This option enables you to download the specific data presented in the tile, seperate form the rest of the dashboard. Clicking it will open up a menu that will allow you to customize aspects of the download.

• Format allows you to choose from a variety of format options for downloading the data. Formats include but are not limited to Excel, CSV and PNG (image of visualization). 
• Advanced Data Options allows you to customize the specifics of the data you are downloading:
  
  • Results has two options that will download all results - With visualizations options applied - or only those currently displayed - As displayed in the data table. 
  • Data values is useful for deciding if you want to download raw data values, or formatted values as they appear in the tile.
  • Number of rows to include provides an option for specifying the number of rows you want in your download, which can be all rows or a set limit.
• Open in Browser will opens the current data view in a new browser tab or window. Use this for a quick preview in a full-screen browser mode, which can be useful for screenshots, immediate sharing, or closer inspection of the data.

View

View will typically allows you to see the tile in an expanded pop-up within the dashboard. When selected, it will allow you to scroll using left and right arrows through an expanded view of each tile within the dashboard.

Clear cache & refresh

Refreshes the data within the tile by clearing any cached information and reloading it from the source. Use this to ensure the tile reflects the most current data, especially if you have not yet refreshed your dashboard in your data exploration session.

 

Alerts

Alerts in Safety Intelligence is a powerful tool for staying updated on key changes or thresholds in your data. 

 

The Alert menu can be accessed in most tiles using the alarm bell-shaped button at the top right corner of a tile, next to the tiles shishkebab menu. Once you've clicked the button, the Alerts menu will pop up and will look something like the below image. This is just an example, while the menu will look the same, the 'Any Count Forms' will differ depending on the count measure being utilized in the tile. Please note that at least one numeric measure is required to set up an alert, therefore any tiles only displaying text fields will not allow you to set up an alert.

 

Setting Up a New Alert

1. Name the Alert (optional) - at the top of the alert menu you will see a default title for that alert which will be populated by any condition you set in the alert. For example: the screenshot above shows 'Any Count Forms' is greater than ..., if no title is added, then the default title of the alert will be 'Any Count Forms' is greater than (whichever value is entered into the condition). You may also enter a custom title simply by clicking within the default title, it will highlight grey as you hover over it, and once you click it, it will allow you to enter new text.
2. Define the Trigger Condition - Specify what data change or threshold will trigger the alert. This could be a specific value being reached, a percentage change, or other data conditions relevant to the tile's data.
3. Notification Settings - Decide who you want to receive the alert and enter the email address(es) in the text box. Multiple email address(es) may be included in one alert - when entering more than one email address, ensure there is a comma seperating each email address.
4. Set the Alert Frequency - Choose how often the system checks for the trigger condition. This could be monthly, weekly, daily, or hourly, depending on how timely you need the alert to be.

Managing Existing Alerts

 

In the Alerts menu of any given tile, if there are other alerts already set up, you will see a list of all existing alerts set for that tile. Click on an alert to edit its conditions or notification settings. If an alert is no longer needed, you can remove it entirely from the tile by deleting the alert from the list.

 

This concludes Lesson 2, next we focus our attention on the framework of a saved dashboard and the many features available in Safety Intelligence that will allow you to begin customizing your own dashboards.

 

Top 3 key takeaways from this lesson are:

1. The Site Tree's hierarchical structure is integral to dashboard functionality, ensuring data visibility is consistent with user permissions and enhancing data security in your eCompliance instance.
2. Understanding how to use the "Shishkebab" menu and the "Hide Filters" feature is key to downloading clean dashboards and preparing data for presentation or in-depth analysis.
3. Setting up alerts enables proactive monitoring of key metrics, allowing timely responses to critial data changes within your eCompliance instance.

Homework - To solidify your grasp of these concepts, complete the following:

• Filter practice - On an existing dashboard, download a PDF of the dashboard as-is. Then apply the "Hide Filters" setting and download a PDF of the dashboard again, notice the impact on the two different exports. 
• Create an Alert - Choose a tile with a numeric measure and set up a new alert. Define a condition that would be relevant for your health and safety program, and set a frequency for how often you'd like the system to check for this condition.
• Save a Copy - Open any out-of-the-box dashboard and create a copy of it. Save it to your personal folder.

 

Continue to the next lesson by clicking here: Lesson 3 - Framework of a Saved Report/Dashboard