Classic cases and configurations¶
The goal of this section is to describe the different possibilities for report/dashboard structures, with examples and configurations.
- 1 report with 1 dashboard
- 1 report with multiple dashboards
- Multiple reports, each with its own dashboard
- Multiple reports, each with multiple dashboards
Note: In the following schemas, a report will be noted [report], a dashboard will be noted (dashboard)
(1) I want to represent financial data for the France perimeter I have 1 report: ‘France’, and 1 dashboard representing financial KPIs
=> In this case, we arrive directly on the one default report, and its associated dashboard. There is no (and no need for a) search bar
The structure is:
[France] -- (KPIs financiers)
(2) I want to represent some shops sales in a commercial mall. My users are the shop owners, who rent spaces to the mall. In the application, my slides show the revenue of the different shops in the form of a ranking leaderboard. Whether I am the owner of shop A or B, I will see the same slides, with the same data. On the homepage, I have a search bar where I can choose my shop and see the related KPIs.
This means I will have 1 report “Mall” and 1 dashboard per shop + 1 dashboard with KPIs for the whole mall.
[Mall] |__ (KPI: All shops revenues) |__ (KPI: revenues of shop A) |__ (KPI: revenues of shop B) ...
- I have a hierarchy :
- regional managers that manage all shops in a given region
- national managers that manage all regional managers in a given country
Every user, whether shop owner or manager, will have access to similar slides, but with different data scopes. For example, in the case of a customer satisfaction survey, a shop owner will see his own scores, and a manager will see the mean value of all the shop owner in his region.
This means I will need 1 report for every user. Every user will have his own dashboard with his own KPIs
[France] -- (KPI: satisfaction rate for France) [Ile-de-France] -- (KPI: satisfaction rate for Ile-de-France) [Rosny sous bois shop] -- (KPI: satisfaction rate for Rosny sous bois shop)
(4) This is basically the same case as (3), except multiple dashboards can exist (for example we could have a satisfaction rate dashboard, and a recommendation rate)
[France] |__ (KPI: satisfaction France) |__ (KPI: recommendation France) [Ile-de-France] |__ (KPI: satisfaction IDF) |__ (KPI: recommendation IDF) ...