Dashboards for Student Success
- 26 Apr 2024
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Dashboards for Student Success
- Updated 26 Apr 2024
- 2 minute read
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Dashboards can be embedded in many Slate tools to display custom, read-only data for reading at a glance. Dashboards can be further customized with advanced Liquid markup. A classic example of this is using color-coded data points to indicate levels of severity.
Some example locations for a dashboard include:
The Dashboard tab of a person or dataset record.
An Inbox message.
While comparing two records in Consolidate Records.
When using Batch Acquire.
An example dashboard on a person record
Creating a Dashboard
To create a new dashboard:
Click Database on the Slate navigation bar. The Database page appears.
In the Records and Datasets section, select Dashboards. The Dashboards summary page appears.
Click New Dashboard. An Edit Dashboard popup appears.
Configure the following settings:
Name: Enter a short, descriptive name, such as "Advisor Snapshot" or "Student Success Dashboard."
Type: Select a location where the dashboard should appear. Options include:
Batch Acquire
Consolidate Records
First Draft
Inbox
Record (used in this example)
Research
Slate Voice
User
Base: Select the base where the dashboard query should run. Available bases depend on the selected Type. In this example shows the Person base selected.
Click Save. The dashboard’s summary page appears.
Editing a Dashboard
Two tabs are available: Edit Dashboard and Edit Query. Start by selecting the Edit Query tab.
Edit Query Tab
Use the Edit Query tab to create a query to pull and dynamically display any data point from the database on the dashboard.
Filters
Use filters to select the attributes for records that will appear on the dashboard.
Sample filters for an advisor snapshot dashboard
Exports
Select the exports that will appear on the dashboard.
For use in merge fields, rename each export to be computer-friendly (lowercase, no special characters except for hyphens and underscores).
TipKeep dashboards lean by using a simple test: “If the student walks into the office, what information would I need to know immediately?” Often, it’s only a handful of data points.
Sample exports and their associated joins for an advisor snapshot dashboard
With the query configured, head back to the Edit Dashboard tab.
Edit Dashboard Tab
Use the Edit Dashboard tab to craft the dashboard’s appearance. Merge fields appear on the right side of the page.
Open the source editor to add CSS and HTML styling to your dashboard.
TipUse translation codes to assign color values to selected number ranges.
Sample code: Declared major
In the Edit Query tab, make an export for academic major and rename it “declared-major.”
Paste the following sample code in the source editor of your dashboard. It will render as a block that displays the person's academic major.
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<style type="text/css">.dash_table {display: flex; flex-flow: row wrap; justify-content: flex-start; align-content: flex-start; }
</style>
<style type="text/css">.dash_table > div { margin: 8px; padding: 15px; box-sizing: border-box; width: 175px; }
</style>
</head>
<body>
<div class="dash_table">
<div style="border: 1px solid #ccc; padding: 10px; border-radius: 5px;">
<b>Major</b>
<div style="font-size: 1.25em; margin: 5px 0;">
{{declared-major}}
</div>
</div>Click Preview Dashboard. A Preview Dashboard popup appears.
Enter a name in the Record field and select a record. The dashboard element appears below as it would on that person's record.
TipPerson Record Dashboards can also include iframe elements. Any embedded portal from an external system can appear dynamically on the record. This includes other dashboards, videos, data tables, and more.
Sample dashboard element provided in this example
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