- 23 Nov 2023
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Creating a Custom Dataset Dashboard for Advancement
- Updated 23 Nov 2023
- 1 minute read
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A custom dataset dashboard will appear in the top section of the Dashboard tab on a dataset record. For more information about dashboards, refer to the Advancement Dashboard Overview Knowledge Base article.
Creating a Dataset Dashboard
Select Queries / Reports on the Slate navigation bar.
Select New Query.
Enter the following configurations:
Name: Provide a short, descriptive name, such as "Funds Dashboard." (The query does not need to be named "Dashboard.")
Sharing: Select Share query with other users with the query and query base permissions.
Folder: Select System. (If the System folder does not yet exist, select Other and then enter "System.")
Base: Select the Dataset base the dashboard should be linked to from the Records Category of a Configurable Joins type query. For example, for a fund's dashboard, select the Funds base.
System Key: If the System folder already exists in the database, the System Key setting appears automatically. Select Dashboard for this setting. If the System folder was just created, save the query, go back to the Edit page, and select Dashboard for this setting.
Adding the Exports
You can also add filters to your dashboard query if necessary. Filters cause the dashboard to only display records that meet the filter criteria. To conditionally display information on a dashboard, use Liquid markup and an existence export.
Configuring the Dashboard
Important
The merge field name and the query export name must match exactly. If the two names do not match, the dashboard will not display the data.
Create multiple dashboards if certain data points should only display based on the population filter.