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Creating Reports

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To create a new Dashboard in Slope, click on the Add New button located at the top of the Dashboard list on the left side of the projection results screen.  This button will only be visible if you have the proper User Permissions to create new Dashboards.

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You will be prompted to provide a name for the new dashboard. The name must be unique from all other existing dashboards found in the ‘Your Dashboards’ section. Click on the Create button to create a new empty dashboard. Initially, the Dashboard display pane will be mostly empty. Click on the Edit button found in the middle to begin editing the Dashboard.
 
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To begin constructing your dashboard, click on the New Tile button.  This will bring up a new screen asking to select an Explore.
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This works just like Exploring Results. You can construct your query and build the desired visualization using the same interface. Once done, click the Save button in the top right corner to save the tile to the Dashboard.  The Tile can be moved around or resized as desired.  Continue adding more tiles to the Dashboard until you have the display you want.  Then click the Done Editing button in the top right to finish the Edit process and save all the changes.
 

Dashboard Filters

Dashboard Filters provide a way to set filter values on all tiles on the Dashboard at the same time. To create dashboard filters, click on the Filters button at the top of the dashboard edit screen and select Add Filter.
 
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  1. The New Filter button can be used to create a new Filter for a single field.
  2. Use the search bar to identify the desired field you wish to filter on (e.g. Projection Name from Portfolio Results)
  3. Give it a Title. It’s best to name your filters after the field they will be filtering for clarity.
  4. Select a control and configure any default values
  5. Under advanced options you can select if a filter value is required and if your filter should update other filters (e.g. In most system dashboards, the Projection ID filter will update others so that they only show the products and portfolios relevant to the filtered projection).
  6. In the Tiles to Update Section, select each tile on the Dashboard that you want to be updated from this filter. This means that the value input into the Dashboard filter will be pushed down the Tile filter field. If the Explore chosen for the dashboard filter matches the explore used to construct the tile, it should automatically detect and match up the field to apply the filter to. If a different explore was used, then you may have to manually assign the field on the tile that the filter gets applied to.

Synchronize Dashboard with latest Projection Results 

Custom dashboards can be configured to automatically reflect the latest SLOPE projection results using two types of available filters on the dashboard:

  • Tile Filters
  • Dashboard Filters  

Conceptually you will first create a tile filter for each tile residing on a custom dashboard.  Each tile’s filter will be manually configured to synchronize its output with the latest projection results, which correspond to a unique Projection ID in SLOPE.  The last step is to synchronize the dashboard filter with the Projection ID.

Tile Filter Setup

When creating a tile, implement the Projection ID dimension as a filter on whatever ‘explore’ that you have selected.

  1. Click ‘New Tile’
  2. Click the explore you want (ex: ‘Company Results’)
  3. Click ‘Filter’ icon next to the Projection ID dimension. You can leave the filter value blank for now.
  4. Set up the rest of the dimensions, visualizations, etc. and save the file.

Dashboard Filter Setup

Next, add the dashboard filter

  • Click on the ‘Edit’ option from the three dot menu in the upper right corner of the dashboard
  • Click on ‘Filters’ above the Dashboard name and 'Add Filter'

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  • Create a new filter named ‘Projection ID’ (case sensitive) and leave the ‘Default Value’ field blank
  • You may choose to require a filter value and update other filters when Projection ID changes

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  • On the ‘Tiles to Update’ tab near the bottom, select all your tiles, and then select  the ‘Projection ID’  field as the field to update
  • Click the ‘Add’ button on the lower right to save the dashboard filters

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Note that you may need to refresh the page to see updated dashboard results. 

Lastly, keep in mind that the Projection ID is also in the URL. The URL structure looks like this:  ‘ModelResults/FinancialProjection/Details/{Projection ID}?showRunLogs=False‘, where {Projection ID} is the ID of the current projection.  It can sometimes help to use this when initially creating your tiles to make sure the data looks right as you build it.  Just be careful not to leave the Projection ID populated in any of the filters or default values for filters as this will prevent the dashboard from appropriately updating on each projection that you run.

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