Step-by-Step Instructions with Screenshots of Dashboards

SUMMARY

This handout document will provide step-by-step guidance on how to create a Dashboard using the Cadasta Platform, based on the ESRI ArcGIS Online product. A Dashboard is a configurable web-app included on the Cadasta Platform. A Dashboard displays multiple visualizations such as maps and charts working together on a single screen. Dashboards provide an interactive user experience with real-time capabilities and offer a comprehensive and engaging view for presentation and decision-making purposes.

OBJECTIVES

This handout will guide project managers and data collectors on how to create a Dashboard using the information collected during the project or other relevant information related to the project.

ASSUMPTIONS

• You are assigned the user privilege to create content
• You already have a web map (Project Grow- Project Map)

EXAMPLE OF A DASHBOARD

(ESRI, n.d.)

STEPS

Creating and Configuring the Dashboard

1. Sign in with your username and password to the Cadasta Platform.

2. Click the home button in the top left corner.

3. Click on the app launcher in the upper right corner and click on the Dashboard icon.

4. Click Create Dashboard.

5. In the Title box, type “Project Grow Dashboard,” add the appropriate metadata and information in the subsequent boxes, then click Create Dashboard.

6. In the upper right corner click the gear icon to configure the dashboard.

7. Click Dark to change the theme from light to dark.

8. In the upper right, click the X to close the Dashboard Settings pane.

9. Save the changes.

Adding a Map

10. On the top right, click the + to add a card on the drop-down menu. Then click Map.

11. Search for the earlier one created under the web map Project Grow- Project Map.

12. Select the map.

13. To configure the map for the Pop-ups, leave it as default. For the Scalebar, choose Line. For the legend, leave it in default mode. For Layer Visibility, Basemap Switcher, and Search click the switch next to the tabs enable them. For Zoom In/Out, click the switch to enable.

14. Click Done.

15. On the Dashboard, click Save.

Add a Series Chart

16. On the top right, click the + button to add a card.

17. On the drop-down menu select Serial Chart.

18. Select the layer “Project Grow – View for Web Maps.”

Note: The tab that opens has a series of tabs arranged vertically along the side of your screen. Each tab presents information that corresponds to a particular aspect of the card.

19. Under the Category From option, select Grouped Values, the default option for this project

20. Click the Category Field drop down and from the menu select the “Head of Household’s age” field.

21. Introduce a filter to remove the null values from the chart. Click at +Filter, click at the drop-down menu and select the “Head of Household’s age,” then choose the option “is not null.”

22. Click on the Chart option on the left. Change the Text Color to white, the Font Size to 10, and the Orientation of the chart to Horizontal.

23. Click the Category Axis option to the left. Input the Title as “Age Group.”

24. Scroll down to Labels and Switch on the Visibility switch if it isn’t already, leave Size (px) on “Default,” as well as Placement.

25. Next, go to the Value Axis category. Give the title as “No of Households.”

26. Scroll down to Axis. Change the color by clicking on the color box, and choose white. Under Grid, also change the color box to white.

27. Click the General tab on the left. Input the Name of the chart as “Age of the Household Heads.” The Title, is the title of the card that will appear. Click Edit and type “Age of Household Heads.“

Center and bold the title using the text options.

Change the color to white using text options as well.

Text Color and Background Color however, remain as defaults. To remove the Last Update Text, switch it off

28. Click Done and save the changes.

Add a Pie Chart

29. On the top right, click the + and select Pie Chart.

30. Select the layer “Project Grow – View for Web Maps.”

Note: The tab that opens has a series of tabs arranged vertically along the side of your screen. Each tab presents information that corresponds to a particular aspect of the card.

31. Click the Category Field drop down and from the menu select the “Head of Household’s gender” field.

32. Under Statistic, select Count.

33. Introduce a filter to remove the null values from the chart. Click at +Filter, click at the drop-down menu and select the “Head of Household’s gender,” then choose the option “is not null.”

34. Select Chart from the tabs on the left. Here, you can choose to customise the chart by changing the Text Color, Font Size, Start Angle, and Inner Radius.

35. Select Slices from the left. Leave the category colors on default for now but you can configure it to your requirements as needed.

36. Select General from the tabs on the left. For Name, type “Gender.” Do the same for Title. Switch off the Last Update Text option.

37. Click Done.

38. Click Save.

Add an Indicator

39. On the top right, click the + dropdown menu and click Indicator.

40. Click the “Project Grow- View for Web Maps” to relate the indicator to that layer.

42. On the Data Options tab, in the Statistic box, click Count if that is not already the default.

43. Click the General tab to the left.

44. For Name, write “No of Households.” Do the same for Title and use the text options to center and bold it.

45. Click Done.

46. Click Save.

Add a Gauge

47. On the top right, click the + dropdown menu and click Gauge.

48. Click the “Project Grow- View for Web Maps” to relate the gauge to that layer.

49. On the Data Options tab, in the Statistic box, click Count if that is not already the default.

50. Select Gauge from the tabs on the left side. On Style, select Meter. On Shape select Horseshoe.

Under Labels, change Text color by changing the color on the check box and pick your desired color. Do the same for Axis.

51. Click the General tab. Insert Name as “Progress of Data Collection” and do the same for Title. Use the text options to make the title centered and bolded. Change the Text Color option to white and switch off the Last Update Text button.

52. Click Done.

53. Click Save.

Add a Header

54. On the top right, click the + symbol and click to select the Header.

55. Add the Title, “Project Grow Demo Dashboard.” Add the Subtitle, “2020.”

56. For the Logo Type, select Icon and choose an appropriate icon.

57. Click Done. Resize your card to best display your Dashboard and click Save.

Inserting Mapping Actions

58. In the map, hover over the blue icons in the top left corner and choose the Configure option (the gear icon).

59. On the open window click Map Actions. These actions enable you to configure the indicators, the serial chart, and the pie chart to change with the extent of the Map.

60. Click Add Target and click all the cards one at a time.

61. Click Done and Save.

62. Zoom in and out of the map to test the actions.

63. Save the Dashboard again.

Publishing and Sharing the Dashboard

64. To publish and share your dashboard, go to the Home menu in the upper lefthand corner and on the drop down menu select Dashboard Item Details.

65. In the opened window, select Share.

66. A dialog box will appear. Select Everyone (public) and then Save.