In Worksheet Systems, you can customize the look and feel of your data by using Dashboards and Query Panels. These powerful tools will help you to organize the user interface for specific business needs or functions.

A Dashboard gives you access to information that you need and allows you to share this information with colleagues or customers who might be interested.

A Dashboard can contain one or several Query Panels, which, in their turn, can access information from different Data Tables. This allows you to build up unique sets of information depending on what the user needs to see, without revealing the information that you do not need to show them.

To set up and create a dashboard, open a Data Table and in the upper-right corner click Create Dashboard.

In the dialog that appears, choose a layout for query panels on your dashboard, and specify the filtering parameters.

As a result, a link to your dashboard will appear in the navigation panel on the left, under Default Dashboards. Click this link to view and customize the dashboard.

By default, your dashboard contains one query. It is a table from which you created the dashboard. However, you can add more query panels depending on the chosen layout. To add and configure queries and query panels, you need to activate the Edit Mode.

To add a new query:

  1. Open a dashboard.
  2. In the upper-right corner, click Edit Mode.
  3. In the upper-right corner, click New Query to open a Query Editor.

In the edit mode, you can move your existing query panels within the dashboard. The example below has three query panels with the 12/6-6 layout.

And here is the final look of the dashboard with customized query panels, which display the main Orders table and two charts representing sales by region and profit by region.