Step-by-Step Instructions with Screenshots of Dashboards
សង្ខេប
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. ចុច Create Dashboard.
5. In the ចំណងជើង 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. ចុច Dark to change the theme from light to dark.
8. In the upper right, ចុចលើ X to close the Dashboard Settings pane.
9. Save the changes.
Adding a Map
10. On the top right, ចុចលើ + to add a card on the drop-down menu. Then click ផែនទី.
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 បន្ទាត់. For the legend, leave it in default mode. For Layer Visibility, Basemap Switcher, និង ស្វែងរក click the switch next to the tabs enable them. For Zoom In/Out, click the switch to enable.
14. ចុច រួចរាល់.
15. On the Dashboard, click រក្សាទុក.
Add a Series Chart
16. On the top right, ចុចលើ + button to add a card.
17. On the drop-down menu select Serial Chart.
18. Select the layer “Project Grow – View for Web Maps.”
ចំណាំ: 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, ជ្រើសរើស 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 ចំណងជើង 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. បន្ទាប់, go to the Value Axis category. Give the title as “No of Households.”
26. Scroll down to អ័ក្ស. Change the color by clicking on the color box, and choose white. នៅក្រោម Grid, also change the color box to white.
27. Click the ទូទៅ tab on the left. Input the Name of the chart as “Age of the Household Heads.” The ចំណងជើង, is the title of the card that will appear. ចុច 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 និង Background Color however, remain as defaults. To remove the Last Update Text, switch it off
28. ចុច រួចរាល់ and save the changes.
Add a Pie Chart
29. On the top right, ចុចលើ + and select Pie Chart.
30. Select the layer “Project Grow – View for Web Maps.”
ចំណាំ: 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. នៅក្រោម Statistic, ជ្រើសរើស 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. ជ្រើសរើស Chart from the tabs on the left. Here, you can choose to customise the chart by changing the Text Color, Font Size, Start Angle, និង Inner Radius.
35. ជ្រើសរើស Slices from the left. Leave the category colors on default for now but you can configure it to your requirements as needed.
36. ជ្រើសរើស ទូទៅ from the tabs on the left. For Name, type “Gender.” Do the same for ចំណងជើង. Switch off the Last Update Text option.
37. ចុច រួចរាល់.
38. ចុច រក្សាទុក.
Add an Indicator
39. On the top right, ចុចលើ + 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 ផ្ទាំង, in the Statistic box, click Count if that is not already the default.
43. Click the ទូទៅ tab to the left.
44. For Name, write “No of Households.” Do the same for ចំណងជើង and use the text options to center and bold it.
45. ចុច រួចរាល់.
46. ចុច រក្សាទុក.
Add a Gauge
47. On the top right, ចុចលើ + 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 ផ្ទាំង, 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, ជ្រើសរើស Meter. On Shape ជ្រើសរើស Horseshoe.
នៅក្រោម Labels, change Text color by changing the color on the check box and pick your desired color. Do the same for អ័ក្ស.
51. Click the ទូទៅ ផ្ទាំង. Insert Name as “Progress of Data Collection” and do the same for ចំណងជើង. 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 ប៊ូតុង.
52. ចុច រួចរាល់.
53. ចុច រក្សាទុក.
Add a Header
54. On the top right, ចុចលើ + symbol and click to select the Header.
55. Add the ចំណងជើង, “Project Grow Demo Dashboard.” Add the Subtitle, “2020.”
56. For the Logo Type, ជ្រើសរើស Icon and choose an appropriate icon.
57. ចុច រួចរាល់. Resize your card to best display your Dashboard and click រក្សាទុក.
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. ចុច Add Target and click all the cards one at a time.
61. ចុច រួចរាល់ និង រក្សាទុក.
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, ជ្រើសរើស ចែករំលែក.
66. A dialog box will appear. ជ្រើសរើស Everyone (public) ហើយបន្ទាប់មក រក្សាទុក.
