CYS will release a major upgrade of the dashboards on Friday September 22nd. This release will take place outside office hours (after 17:00 hrs). As this upgrade will introduce some significant changes, a detailed explanation is provided below. This covers the following topics:
- New and improved widget design
- New color schemes
- Widget options (top bar menu)
- Period grouping per widget
- Open answer popups in KPI widgets and priority matrix
New and improved widget design
All widgets are getting a new, fresh design. These new designs provide more consistency in colors, texts, and the way that data is presented. All existing widgets will automatically be updated to the new versions in the weekend of the release, presenting you will completely refreshed dashboards!
Important to note here is that the actual information provided and the calculations that are being performed are unchanged.
New color schemes
Due to the introduction of new color schemes, which are set to a default blue color upon release, this will mean that your new dashboard is initially presented in the color scheme as presented in the example above. This will be customized to match portal colors again in the days after the release.
Widget options (top bar menu)
Every widget is equipped with icons in the top right corner. From left to right, their functionality is as follows:
Account based filters
If there are fixed personalized filters applied to the widget, based on your user account, you will see this icon of a person with a filter. When clicking it, you will see which filter values are applied to your widget. This replaces the previous use of information tags that are visible on the widget itself, for a more efficient use of space.
The i-icon provides additional information about the widget, if provided by the admin while setting up the widget. A grey area is shown at the bottom of this information, indicating the period grouping and period range that this widget applies. (Does it report data per year, week, month or day? Does it show current period or previous period? Etc.)
The last icon is the export button. For each widget you can choose to export the data to Excel, an image of PDF format.
Period grouping per widget
A significant change is the way that period grouping is applied. In the smart periods setting, you could select a period such as month of week, which was then applied to all widgets in the dashboard. Comparing different periods meant changing and reloading the data frequently. To resolve this, the period setting is now moved to the widget level, and it is therefore possible to combine different periods within the same tab. When building the dashboard, the admin can decide for each widget separately on which period range it should report, and how many periods should be included in compares.
When viewing the dashboard, this means that the smart period groups at the top of the dashboard are removed, and replaced with the manual period selection calendar. Based on the end date of the data that you choose, each widget will present the period that is assigned in its settings.
For example: when selecting a period of August 3rd till September 13th, a widget that is set to 1 Month will provide the data of September 1st till September 13th. A widget that is set to week, will present September 11th till September 13th. A widget that is set to ‘manual’, will show the exact period selected in the calendar, so August 3rd till September 13th.
Existing dashboards all have a default period defined, which is the period grouping that any new dashboard viewer gets to see. (for example 1 month). When this change is released, all widgets will automatically take on their default setting. You can check what this setting is by clicking on the i-icon as explained above.
Open answer pop-up in KPI widgets and priority matrix
A new functionality for KPI widgets (which present the categories green, bleu and red) and the priority matrix is that you can click the widget or data point, and you will be presented with the open answers that respondents have given. This type of storytelling provides a lot of context to the results.
Please note that this functionality requires settings to be updated in the widget, so it might take a few days before this functionality is activated on your dashboard.