How to Set a Default Dataset for a Dashboard

Overview

In the Sabasi Dashboard, administrators and data managers can set a default dataset for a dashboard. This ensures that when users access a publicly shared dashboard, a specific dataset is displayed by default. Furthermore, each widget within the dashboard can be customized to pull data from different datasets, allowing for a mix-and-match approach to reporting.

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Example:

Scenario:

You are an administrator managing a dashboard for Kilifi County Schools Performance. You have two datasets:

1. Testing 1: Contains data about the number of schools per sub-county.
2. Testing 2: Contains data about the student-teacher ratio per sub-county.

Steps to Configure:

1. Default Dataset:
   • You decide to set “Testing 1” as the default dataset for the dashboard.
   • When users access the dashboard, the default dataset “Testing 1” will be displayed, showing the number of schools per sub-county as the main report.
2. Widget-Level Customization:
   • You create two widgets in the dashboard:
     • Bar Chart Widget:
       • Pulls data from “Testing 1” to display the number of schools per sub-county.
     • Pie Chart Widget:
       • Pulls data from “Testing 2” to show the student-teacher ratio per sub-county.

Outcome:

• Users accessing the Kilifi County Schools Performance Dashboard will initially see the default dataset “Testing 1” (Number of schools per sub-county).
• However, within the dashboard:
  • The Bar Chart Widget provides insights into the number of schools.
  • The Pie Chart Widget visualizes the student-teacher ratio, utilizing a different dataset.

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This configuration allows administrators to combine data sources and customize dashboards, ensuring that users have a comprehensive view of insights from multiple datasets. 

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1. Setting the Default Dataset for a Dashboard

Steps:

1. Navigate to the Datasets dropdown menu in the selected dashboard.
2. A list of datasets associated with the dashboard will appear.
3. To set a dataset as the default:
   • Click the checkbox next to the dataset name. The dataset marked with a checked box will become the default dataset for the dashboard.
4. Once selected, the dashboard will always display the default dataset when accessed publicly or by users.

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2. Setting Default Datasets for Individual Widgets

Steps:

1. Locate the widget (e.g., bar chart, pie chart) on the dashboard.
2. Open the Datasets dropdown menu for the widget.
   • The dropdown will show all datasets available for the dashboard.
3. Select the dataset you want to associate with the widget by marking the checkbox.
4. This allows each widget to pull data from a specific dataset:
   • Example:
     • Bar Chart: Uses data from “Dataset 1”.
     • Pie Chart: Uses data from “Dataset 2”.

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3. Customizing Dashboards with Multiple Datasets

Features:

• Flexibility in Reporting: Mix and match datasets across widgets for detailed reporting.
• Widget Customization: Each widget in the dashboard can display data from a different dataset.
• Default View for Users: Public or shared dashboards always open with the default dataset unless customized by the viewer.

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Tips and Best Practices

• Set default datasets that provide the most relevant or comprehensive data for the dashboard.
• Use descriptive names for widgets and datasets to help users navigate and understand the data.
• Take advantage of the widget-level dataset customization to create dynamic, multi-source dashboards.