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Dashboards Overview
Dashboards Overview

Use Dashboards to help visualize your submission data (formerly known as Analytics)

Xandy Strydom avatar
Written by Xandy Strydom
Updated over a week ago

Dashboards is a tool which allows users to create charts to visualize data collected within Device Magic. This article provides a walk through of creating your first chart and covers the features included in Dashboards. Dashboards is available for qualifying Enterprise accounts.

First, navigate to your Device Magic Home page and click "Dashboards". 

When the Dashboards page is visited for the first time, a blank Dashboard will be displayed. A Dashboard is where the charts you create will be displayed. To name your Dashboard, simply hover over and click the name of the Dashboard to edit the title.

An optional description can be provided below the title using the same method.


Dashboard Options

To access these options, click the down arrow icon next to the name of the Dashboard. 

You have the option to create multiple customized Dashboards. All of your previously created Dashboards will be listed at the top of the menu. Clicking the title of the Dashboard will redirect you to that Dashboard page.

Clicking the other menu buttons will produce the following results:

  1. Set as default - Sets the current Dashboard as the Dashboard you visit after clicking Dashboards on the sidebar.

  2. Delete Dashboard - Removes the current Dashboard. This action cannot be undone.

  3. Add Dashboard - Redirects you to a newly created Dashboard.


Adding a Chart

To add a chart to a Dashboard, click the "+ Add Chart" button on the right side of the page.

After, a menu will appear where you can choose the source of your data and select the type of chart required. 

The "Select Your Source" drop down will only contain names of forms which have at least one submission in the Device Magic Database Destination. The data for the chart is mapped directly from this source. The Device Magic Database Destination should be added to your form by default, for instructions on enabling this Destination, please visit this article

After selecting the data source, select the chart type. The "Select Your Chart" menu currently contains six options:

  1. Bar

  2. Pie

  3. Line

  4. Table

  5. Metric (coming soon)

  6. Geolocation

Click the "Next" button after completing these steps.

In step 2, you have the option to choose all of the metadata fields and form questions you'd like incorporated within the chart. These questions are grouped based on their corresponding type. 

Two fields have been chosen for this bar chart example, Last Inventory and Cumulative Total Product A. The Last Inventory is a metadata field which is the name of the device and the Cumulative Total Product A is a question in the mobile form.

The option to preview the data is available towards the bottom of the menu.

The example below shows all three submissions made for this form with their corresponding values. 

Click “Back” on the lower left of the screen, and "Next" on the following window when you're ready for step 3.

A title for the chart can be added in the "Title" section. Then, choose the X and Y Axis values for the chart. These drop downs will contain all previously selected questions in step 2. A preview of your chart will appear on the right side of the menu. 

When you're satisfied, click "Create".

Your new chart will then appear in your Dashboard. There is not a limitation on the number of charts that can be added to a single Dashboard

Hover over different aspects of the chart for additional data. 

On the top right-hand corner of your chart, you will be able to select the "Date Range", chart options menu, and move your chart. For more information on these features, please view this article


If you have any questions, please reach out to support@devicemagic.com

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