Dashboard

These settings are located under Administration-> Dashboards in CAM.

Open

Dashboard Settings in Administration

Data Source tab

Open

Columns displayed are:

Data sources specify where the data for the reports come from.

Supported sources are:

• MySQL database (CAM or other)

• Elastic Search

• Static S3 bucket from AWS

Add Data Source

Click Add Data Source or click Edit on an existing source:

Enter:

• Name: Required

• Description: Optional

• Type: Required. Select from the following:

  • MySQL database (CAM or other)

  • Elastic Search

  • Static S3 bucket from AWS

  • Static Client report (CSV from client system)

  • Static JSON file

  • Static Sharepoint List

  • Cloud Elastic Search provider

  • Office 365 Graph API: From an Office365 source

  • CAM Native API

  • Web API

  • CAM metadata

Options for the Types are:

MySQL

Elastic Search

S3

Static Client

Static JSON

Static Sharepoint

API

Entities tab

Adding a New Report Entity

To add a new Report Entity, click the Add Entity button and provide the required details.

Operations for entities include:

• Create: There are two ways to add report entities:

  • Auto-discovery: This is based on the data source, data entities will be populated automatically.

  • Manually: users can add data sources manually, but on the save, it should validate the entity from the source.

• Read:

  • Update: any manual update will require validation.

  • Delete: deleting a data source will mark all related entities, reports, and widgets as deleted as well.

Entity Fields Tab

This new tab showcases the fields within the entity available, that used to be available by going to the “Entities” tab in Administration > Dashboard and then clicking the "Open Entity Fields" button from the action menu.

Report Category tab

Report categories allow bucketing reports based on a category for selection based on system, or type.

Out-of-the-box categories are:

• Financial Reports

• DMS Reports

• Security Reports

• Client_Side_Report

• Ledger Report

The following data is available:

• Id is hidden

Reports tab

The reports tab allows to import and add reports to CAM.

A report is an answer to a question about business data represented as a list of records that meet a predefined criterion. The report records can generate downloadable documents or be presented visually as widgets in dashboards.

The following data is available:

• Id is hidden

Adding a New Report with Report Builder

1. Click the Add Report button.

2. Enter the following information:

• Report Name

• Report Description

• Data Source:

  • MySQL database (CAM or other)

  • Elastic Search

  • Static S3 bucket from AWS

  • Static Client report (CSV from client system)

  • Static JSON file

  • Static Sharepoint List

  • Cloud Elastic Search provider

  • Office 365 Graph API: From an Office365 source

  • CAM Native API

  • Web API

  • CAM Metadata

3. Set Report Entities. Select from the available entities. The list will vary depending on the selected data source.

4. Select Report Categories:

• Client Side Report

  • DMS

  • Experience

  • Finance

  • Ledger

  • Security

5. Columns

• Check/Uncheck the columns to be used in the report. The number of columns changes depending on the currently selected Entity.

  • A select all button is available to select all columns if desired or to unselect all.

  • Only mapped entities will show in the results.

Once the information is provided, it is possible to perform actions on the data:

Join Data

It is possible to create joins between entities.

Three relationships exist between report entities to select from:

• Left Outer Join

• Right Outer Join

• Inner Join

1. After selecting the type of join, select the other entity and define the condition.

2. To view the tooltip of what each Join means, click the Info “i” next to the join. Self-explanatory joins will not have a tooltip.

Add Filters

It is possible to select from any of the available columns to set a filter based on how the value of the column relates to another value that can be freely set.

1. To view the tooltip of what each filter means, click the Info“i” next to the Filter. Self-explanatory filters will not have a tooltip.

Available conditions are:

• Equal to

• Not equal to

• Greater Than

• Less than

• Between

• Greater than or equal to

• Less than or equal to

• Not less than

• Not greater than

• In

• Not In

• Starts With

• Ends With

• Contains

• Like

• Is empty

• Not empty

Sorting

1. It is possible to add sorters to rearrange the information.

2. For each sorter, click the arrow to switch between ascending or descending sorting. Multiple sorting criteria can be added.

3. Sorting aggregations in Elastic and other data sources is now possible.

Summaries

1. It is possible to add summaries by selecting a metric, and then selecting a column from either of the joined entities to group by. it is possible to add multiple metrics and groupings.

Available metrics:

• Count of rows

• Sum of

• Average of

• Number of distinct values of

• Cumulative sum of

• Cumulative count of rows

• Standard deviation of

• Minimum of

• Maximum of

Preview

1. It is possible to run a preview of the report by clicking the Preview button.

Settings tab

This tab allows setting the Visual Theme and configuring the Navigation.

Visual Theme

The Visual Theme dropdown offers three options: Basic, Litera, and CAM.

• Basic: Sets a basic layout and coloration.

• Litera: Sets a Litera logo, left black colored panel.

• CAM: Sets the theme out of the box for CAM. This is the Default Layout.

Navigation

1. Once a Visual Theme has been selected, it is possible to set up the navigation as a Sidebar, or a Top tab bar.

2. Selecting either the Sidebar or Tob tab bar will allow the user to select the Max Number of Dashboards. By default, the number is set to 20.

• The dashboards currently available in the navigation will also be displayed as a list. It is possible to rearrange the items in the list by dragging the items up or down or deleting an item by clicking on the trash can.

3. Selecting the Plus sign will allow users to add more dashboards to the navigation.