Dashboard

Video Library Video Course Library Dashboard

 

The Dashboard feature in FLEX provides users with the ability to create and configure custom dashboards. These dashboards display various charts and graphs, offering visual insights into key financial data such as teller transactions, share balances, loan balances, and account types.

1. Requirements

  • FLEX App Server: The Dashboard module requires a functional FLEX App Server for operation.

2. Accessing Dashboard Maintenance

Dashboard Maintenance is the interface used to create and manage your custom dashboards.

  • Navigation Path:
    • FLEX Main Menu
      • System Administration
        • Dashboard
          • Dashboard Maintenance

3. Creating a New Dashboard Chart

To create a new chart for your dashboard:

  1. Navigate to Dashboard Maintenance.
  2. Click the Add button. This will open the “Edit Chart” interface.

3.1. Edit Chart Interface Fields

The “Edit Chart” interface allows you to define the parameters for your chart:

  • Title:
    • Purpose: Enter a descriptive title for the chart being created.
    • Example: “Car Loan: Rate by Age”
  • Chart Type:
    • Purpose: Select the type of chart to display (e.g., LINE, BAR, PIE).
  • Table:
    • Purpose: Specify the data source (file) that will be used for the chart.
    • Example: “LOANS”
  • Group By:
    • Purpose: Define the fields by which the chart data will be grouped.
    • Configuration Steps:
      1. Click Add within the “Group By” section.
      2. Select the Group By field from the dropdown.
      3. Select the Sort Order (Ascending or Descending).
    • Example: Grouping by “AGE” in “ASC” (Ascending) order.
    • Note: Multiple “Group By” criteria can be added, but this will narrow the results displayed.
  • Columns:
    • Purpose: Specify the values to be displayed on the chart.
    • Configuration Steps:
      1. Click Add within the “Columns” section.
      2. Select the Column Name from the dropdown.
      3. Select the Function to apply to the column (e.g., Average, Sum, Count).
    • Example: Displaying the “LOAN INTEREST RATE” with an “AVG” (Average) function.
    • Note: Multiple columns can be added.
  • Filters:
    • Purpose: Define criteria to filter the data displayed on the chart.
    • Configuration Steps:
      1. Click Add within the “Filters” section.
      2. Select the Column Name from the dropdown.
      3. Select the Function (e.g., Equals, Greater Than, Less Than).
      4. Enter the Value for comparison.
    • Example: Filtering for “ACCOUNT_TYPE” = “S” (Share) and “AGE” = “N” (Numeric) with specific values like “SUFFIX” = “300.0” and “AGE” = “18.0”.
    • Note: Multiple filters can be added, which will further narrow the results.

3.2. Saving the Chart

  • Once all parameters for the chart have been configured, click the Save button in the “Edit Chart” interface.

4. Viewing Dashboards

After charts are configured in Dashboard Maintenance, they will be displayed on the Dashboard screen.

  • Display Capacity: The Dashboard screen can display up to six configured dashboards simultaneously.
  • Selecting Charts: Any configured dashboard can be viewed by selecting it from the Select Chart drop-down menu.
  • Teller ID Rendering: The system will automatically display the last six dashboards that were rendered by the specific Teller ID.
  • Web Browser Access: Dashboards can also be viewed through a web browser.
  • Printing: Any configured dashboard has the capability to be printed.