Dashboard DevelopmentGet Started, Learn, and Get Better
We’ll help you quickly get starting building dashboards by teaching you how to setup CareTend BI for dashboard development, creating new dashboards, and modifying existing dashboards. These videos are important to watch first before diving in head first!
Configuring CareTend BI for Dashboard Development
Before you can get started, there are a few things that need to happen. In this short video, you will learn:
What is required before beginning the setup process, including defining who your dashboard development “champion” will be.
Important differences between the “developer”, “editor”, and “deployment”.
Assigning security roles to your CareTend BI developers.
Modifying Existing Dashboards in CareTend BI
The dashboard developer tools are integrated into the CareTend BI client that you already use! To start, we’ll show you how simple it is to modify an existing dashboard. In this video, you will learn:
Where to access the various dashboard developer tools in CareTend BI in order to modify a dashboard.
How to make a quick change to a component in the dashboard designer.
Concepts behind the Dashboard Design Center, the central place where your dashboard source files are maintained.
Creating New Dashboards in CareTend BI
Users of CareTend BI that are assigned the “developer” role are able to create dashboards from scratch, including configuring the data sources using SQL. In this video, you will learn:
How to create a new dashboard from within the Dashboard Design Center.
Create data queries in the dashboard designer that will power your dashboard.
Save the new dashboard to the Dashboard Design Center.
Once you have developed a dashboard, you’ll want to publish it to your organization so other users can use it. In this video, you will learn:
Concepts of the Content Deployment module within CareTend BI, including setting up content categories.
How to control the visibility of your deployed content.
How to use the built in version control system.