Dataset Dashboard for Advancement
  • 09 Nov 2023
  • 2 minute read
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Dataset Dashboard for Advancement

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  • PDF

Article Summary

Slate can display high-level information about any given dataset and its related attributes on the dashboard tab. Additionally, dataset row queries can be created and embedded on the dashboard or on a custom tab to dynamically display a list of related records. Common examples of dataset row queries include:

  • Donors to the fund or company

  • Gifts that make up the fund or company

  • Pledges toward the fund or company

  • Employees of the company

For more information on configuring embedded dataset row queries, refer to the Embedded Dataset Row Queries Knowledge Base article.


Named Space Photo Display


Slate can display a photo of a named space on a record's dashboard by adding the photo as a material. This is achieved by creating a dashboard query with a specific export configuration.

  • Information on creating the query and configuring the dashboard can be found in the Customizing-Dashboards Knowledge Base article.

  • Information on creating a material can be found in the Materials Overview Knowledge Base article.

In your dashboard query, configure a subquery export to return an image that was uploaded as a material to the record. In this example, the export is named "images."

This subquery export will be a dependent subquery with Output set as Dictionary. In this subquery export, make a join to Materials so you can export the guide and memo from the Materials table. Make sure to adjust these export names to be lowercase and computer friendly. 

In the images subquery export, add a nested subquery export. In this example, the nested subquery export is named "stream."

For this nested subquery export, set Output to Formula and add a Literal export of [stream], and also place it in the Formula section.

Click Save

Return to the "images" subquery export to add filtering for the Material name to make sure that only Photo materials are returned and displayed. This can be achieved by making a join from Materials to Lookup Material and then filtering for a specific material name, which in this example is "Plaque Photo."

After performing the preceding procedure, configure the dashboard. For additional information in configuring a dashboard, refer to the Customizing Dashboards Knowledge Base article.

To add your image to the dashboard, use Liquid Looping with your "images" dictionary export. When using Liquid Looping with a dictionary export, the name of the export is the "node" to reference in the loop: {% for item in dictionary_export_name %} ‚ÄčIn this case, this "node" is "images."

Any exports in the Dictionary export will be referenced by prepending each merge field with the variable selected in the Liquid Loop (the term that comes directly after "for"). This can be any word you choose; in this example, "item" is used whenever possible for consistency. Inside the Liquid Looping, also use some HTML to create the reference for the image to appear. The following block of code provides an example:

{% for item in images %}
    <div style="float: left;width: 220px;">
      <a href="/manage/lookup/material?id={{item.guid}}&amp;cmd=display" target="_blank">
      <img src="/manage/database/acquire?cmd=tile&amp;id={{}}
      &amp;pg=0&amp;z=14" width="200px" /></a>
      <br />
    {% endfor %}

If the same names are used for the exports as in the example, you can copy the above example and place it in the source of your dashboard:

Once in place, the image uploaded as a material to the record will appear.

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