Pro tips

Asking the right questions 

 To add the right content into dashboards widgets you will need to define what should be displayed 

 First choose either List of records (worklists) or Aggregated values (charts, tables or number) 

 List of records 

 

 Fields displayed in list ? 

 Sorting field ? 

 

 Aggregated values 

 

 Format ?

 

 Number 

 Table 

 Chart (pie,bar) 

 

 

 Metric ?

 

 Field 

 Method (sum, average, min, max) 

 

 

 Option: Categorization (group by another fields value) 

 Option: Link to detailed data

 

 URL to link to ? 

 Icon on button ?

 

 Browse  | Font awesome version 4  icons 

 

 

 

 

 

 Next consider which  filters  limit the data 

 

 Period ranges ? 

 Status limitations ? 

 User relation information ? 

 

 In case you are generating normal record lists no effort is required for security filters and hiding deleted items.