Dashboards Flashcards
(24 cards)
What can you create to preserve a page configuration?
A customized dashboard
Dashboards allow for multiple configurations to be saved for quick changes.
What elements are visible on the initial page of a dashboard?
Folder browser, search panel, item list
These elements help in navigating and managing the dashboard.
How can you resize a panel on a dashboard?
Hover over the line separating panels, then click and drag
This allows for customization of the dashboard layout.
What happens when the maximum number of widgets is reached on a dashboard?
The Add Widget button will be grayed out
A tooltip will indicate the reason for this limitation.
What is required to enable the Add Widgets button for an RDO?
Select Enabled for the Pivot property in Object Type Information
This is necessary for utilizing Pivot functionality.
What steps do you follow to create a new dashboard?
- Click Dashboards drop-down menu 2. Click New Dashboard 3. Enter name and order number
The order number determines the default dashboard displayed upon login.
What types of widgets can be added to a dashboard?
- Pivot charts and tables * Cluster visualizations * Communication Analysis
Each widget serves different purposes for data visualization.
What is indicated by an orange notification in the dashboard drop-down menu?
The dashboard has not been saved
This alerts users to save changes to avoid losing them.
How can you delete a dashboard?
Click the Delete icon next to the dashboard in the drop-down menu
This action requires confirmation before proceeding.
What is the process to rename a dashboard?
Click Edit icon, enter new name and order number, then click Save
The order number affects the display order in the list.
How do you filter the content in a dashboard?
Double-click on a bar in a bar chart or click on a field and then click Accept
This allows users to narrow down the displayed data.
What is the result of exporting a dashboard to Excel?
You can modify pivot charts, but cluster visualizations are exported as PNG images
This allows further analysis and adjustments in Excel.
What must be checked before exporting a dashboard?
Ensure the Auto-run field in the search panel is enabled
This is necessary to clear any conditions before exporting.
Which fields are recommended for the Communicators dashboard?
- Group by Aliases: Domain * Group by Aliases * Group by Classification * Group by Entity To
These fields help in analyzing communication patterns.
What fields should be grouped by for the Data Load QC dashboard?
- Group by Custodian * Group by Custodian and pivot on Sort Date (Year)
This helps in quality control of data loads.
How is the Database Stats dashboard created?
- Group by Native Type * Group by Extension * Group by Sort Date * Group by Key Term STR
This dashboard provides insights into database characteristics.
What is required to create the Document Characteristics dashboard?
- Group by Unprocessable * Group by Track Changes * Group by Password Protected * Group by File Type * Group by Has Hidden Data
This dashboard analyzes document attributes.
What fields are used for the Review Prioritization dashboard?
- Cluster Visualization Widget * Group by Key Term STR * Group by Custodian
This helps prioritize document reviews effectively.
What fields are included in the Review Progress/QC dashboard?
- Group by Responsive Designation * Group by Privilege * Group by Issues * Group by Key Term STR * Group by Custodian * Group by File Extension
This dashboard tracks review progress and quality control.
Which fields are recommended for the Privilege Review/QC dashboard?
- Group by Privilege * Group by Privilege Designation * Group by Privilege Terms STR * Group by Custodian
This dashboard focuses on reviewing privileged documents.
What fields are used in the Search Term Review dashboard?
- Group by Responsive Designation * Group by Key Term STR * Group by Issue Coding STR * Group by Issues * Group by Privilege * Group by Privilege Terms STR
This aids in reviewing and analyzing search terms.
What fields are included in the Pre-Production QC dashboard?
- Group by Custodian * Group by Responsive Designation * Group by Privilege * Group by Key Term STR * Group by Has Images * Group by Issues
This dashboard ensures readiness before production.
What fields are used for the Email Threading dashboard?
- Group by Inclusive Email * Group by Inclusive Reason * Group by Custodian * Group by Date Sent (year)
This dashboard visualizes email threading information.
What is a special consideration when creating dashboards?
You can only have one Cluster Visualization widget on a dashboard
This ensures clarity and focus in the visual representation.
