Accelerate the Value of Data

Configuring Dashboards

Administrators can now configure the dashboard as per the business requirements and publish it for all users.

If you are an administrator, you can create your own Dashboards. In other words, you can configure dashboards as per your work requirements. You can choose the charts and maps that will enable your team and you to be on top of your goals and tasks.

When you select the UI Modeler application in Console, the following image is displayed.

You must select the Profile Statistic option from the left pane. The right pane contains the various charts and map types that you can use to configure your dashboard. You can drag and drop the relevant chart or map into the middle pane and configure the settings to suit your needs.

The following categories of maps and charts are available here:

Predefined charts

As the name indicates, these charts are already defined and you do not need to configure their settings again. You can select from any of the following Predefined Charts:

  • Profile Stats View - This chart is a line graph that displays the profile activity in your tenant for a specific period.

    This facet displays the number of New, Deleted, Updated, Matched, Auto-merged, Manually merged, Unmerged, and Not-a-match profiles. You can view this information for the last 30 days, last 7 days, last 24 hours,or for any specific period. You can hover over any of the graphical portions of the chart to view a popup with details about the particular element.

  • Saved Searches - This chart displays the search results that you had saved earlier.

  • Notification Inbox - This chart displays the Workflow Inbox details for the logged in user. For example, if you are a Data Steward, then this facet will display the tasks assigned to you. If you are an administrator, then you can view the team tasks as well.
  • Activity Log - The Activity Log displays user activity across a tenant. For more information, see Activity Log.

General Charts

The following types of charts, views, and maps are available under the General charts category:

  • Line Chart
  • Bar Chart
  • Bubble Chart
  • Pie Chart
  • Donut Chart
  • Map
  • Treemap
  • Table
  • Cloud tags
  • Custom
  • Entities by type view
  • Filtered entitites view

You can drag and drop any of these charts or maps in the preferred location in the middle pane (the layout of your dashboard). You can then specify the Title, Entity types, Attributes, Filters, and Roles so that they display the data that you require on your dashboard. The possibilities are endless.

A few examples are given below:

  • Global Organization View - You can include a map that displays a count of the number of organizations in each country.
  • Orgaizations by Industry - You can include a bubble chart that displays the number of organizations based on the industry code. For example, 1611 represents the highway and street construction industry in the U.S. Standard Industrial Classification (SIC) system.
  • HCOs by Country - A bar chart that displays the number of HCOs by country.

When an administrator creates a chart, it is added to the bottom of the dashbaord for users. However, when the administrator changes the layout of the dashboard and then publishes these changes, it will overwrite the user preferences.

Configure logos and header colors

The header of your page displays the Reltio logo, the tenant you are currently logged into, and the Quick search. You can configure a different color for the header in a tenant, making it easier for you to identify the tenant you are currently working in. For example, you can choose a different color for you dev, test, and production tenants. You can also configure to display your logo in the header.

You can configure the logo and the header color for your tenant by exporting your UI configuration JSON file and adding the following parameters:
  • "topBackgroundColor": "#C8241D", wherein the value of this property is the color code. Based on the color code specified in this example, your banner will be displayed in red.
  • "top-logo":"com/reltio/icons/head/reltio-logo.png", which is the link to the image of your logo.

After you have added these parameters, import the file back into the system. For more information on how to import and export configuration files, see topics Importing UI Configuration Files and Exporting UI Configuration Files.