Let us look at an example where a user is trying to create a dashboard that shows annual consumption figures and individual quarterly figures for 2022. Below is the final desired result and what this article hopes to cover.
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Create a Dashboard
Start by creating an empty dashboard named 2022 Dimo Data.
Tip:
What you learn in this article can be applied to:
Any date range of your choice, not just quarters or annual.
Any DataSource, Calculation or Single Value that is available in a DataGrid.
Any Chart type supported by CoolPlanetOS.
You have a Workbook with the data (both DataSource and/or Calculations), and a single chart of the type Headline figure created. In this example, the user has 5 Dimo columns (DataSource columns), one Total column (Calculation Column), and a Headline Figure chart named "Energy Consumed (All Dimos)".
Add the widget to the dashboard.
If you are new to this, please read this article on adding a widget to a dashboard.
Configure Widget
In this case, the user has chosen to limit the data shown on the Headline Figure widget to last year and with an interval set to Monthly. (This is a good setting for this example because a simple calculation like a sum of all values is not affected by intervals, and you do not need smaller intervals.)
Duplicate Widget
The Duplicate Widget button is active only when changes (if any) have been saved. Click on it to make a copy, and you will see another instance of the widget on the dashboard.
Change the Date Range on the Duplicated Widget
The duplicate can be customised with a unique title and date range to suit the quarters. Apply customisation and repeat the process for the four quarters.
Save Dashboard
You now have a highly optimised dashboard driven from a single chart that loads in milliseconds.
Since, in this example, the Widget has been set up with RAG status indicators to change when certain conditions are met visually, you can easily spot at first glance that Q1 2022 and Q2 2022 had moderately high energy consumption when you look at the total of the Dimos.