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Dashboard Creation
Adding Chart Filters

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 Adding Chart Filters
1. Click Management then click Board Management.

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 Adding Chart Filters
2. Click Full Board Search then click the plus “+” button.

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 Adding Chart Filters
3. In the Full Board Search column table, select the charts to be filtered.

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 Adding Chart Filters
4. Click the Edit Search Conditions button.

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 Adding Chart Filters
5. Select a column name in the Item List and drag it in the Search Item table. Let’s choose
Churn.

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 Adding Chart Filters
6. In Method to Specify Search Value dropdown, select the type of filter. Let’s choose
Checkbox.

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 Adding Chart Filters
7. In Comparison Condition dropdown, select the condition of the filter.

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 Adding Chart Filters
8. In Candidate Filter dropdown, select Direct Input if you want to create your own list of
filter values. Otherwise, select Value of Other Data Source Definition Item if you want to
base the filter values to a particular field value.

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 Adding Chart Filters
9. Click Browse

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 Adding Chart Filters
10. Click the Data Source you want to reference the filter values then click OK.

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 Adding Chart Filters
11. In the Item Name (Value) dropdown, select the column field you want to base the filter
value. Then click OK once done.

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 Adding Chart Filters
12. Click OK.

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 Adding Chart Filters
13. To add the filter in the dashboard click Search, go to Full Board Search then select the
Full Board Search you created.

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 Adding Chart Filters
14. Click on the “+” sign.

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 Adding Chart Filters
15. Select on where the filter will be placed. The destination will be highlighted in red.

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 Adding 2ND Chart Filters
16. Click Management then click Board Management.

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 Adding 2ND Chart Filters
17. Click Full Board Search 2

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 Adding 2ND Chart Filters
18. Click the Edit Search Conditions button.

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 Adding 2ND Chart Filters
19. Select a column name in the Item List and drag it in the Search Item table. Let’s choose
Dependents.

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 Adding 2ND Chart Filters – List Box
20. In Method to Specify Search Value dropdown, select the type of filter. Let’s choose List
Box.

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 Adding 2ND Chart Filters – List Box
21. Just repeat steps in previous Slides.

Same steps with creating other Filters:

1. Multiple List Box
2. Single input
3. Multiple Input
4. ComboBox/DropDown

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 Managing
Data Relationships

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Connecting Data

1. Drag & drop the blue arrow to initiate a relation settings.

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Connecting Data

2. Relationships can be activated in the Field Settings part. Click OK when done.

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Importing Data from
SQL Server

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Importing a Dataset from SQL
1. Click Management then go to System Settings > Connection/Authentication
then click External Connection

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Importing a Dataset from SQL
2. Click New

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Importing a Dataset from SQL
3. Enter the name of connection in the External Connection Name. Then select
the type of connection in the Connection Type dropdown. Click New once done.

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Importing a Dataset from SQL
4. Click OK

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Importing a Dataset from SQL

5. Fill in the details of your SQL Server then

click Connection Test. If the connection is
successful click OK then click Save.

Details:

Driver Type: SQL Server 7.4(JDBC)

Server Name: 172.31.5.164
Port: 1433
Instance Name: MSSQLSERVER
Database Name: MBWebinar
User Name: sa
Password: .systemadmin123

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Connecting MB Bridge Client

In case you need to connect a database source from another machine. You can connect
your own server to MotionBoard using Bridge Client!

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 Default Connection vs. Bridge Client

▪ DEFAULT CONNECTION

IF THEN

MotionBoard &
No Need for Bridge
Database Server are on
Client
same machine

▪ BRIDGE CLIENT
Company
Database Server
IF THEN
MotionBoard &
Need for Bridge Client to
Database Server are on
be installed in the server.
different machine

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Editing/Beautifying Charts

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Editing Charts in Motionboard
To change the color of the chart contents:

1. Left click on any part of the chart and select ‘Edit Chart’.

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 Editing Charts in Motionboard
2. The chart editor window will appear and click on the
third drop-down menu and select ‘Style Settings’ below
the common settings.

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Editing Charts in Motionboard
3. Click on the gear icon beside the ‘Color Settings’.

4. The ‘Color Settings’ window

will appear.

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Editing Charts in Motionboard

5. Since we are managing the gender pie chart

in our dashboard and gender variable is
located in the column item, we can put the
values one by one in the ‘Column Item Value’
and select the respective colors preferred.

6. Click on ‘New’ button to create the color

setting. Click ‘OK’ after adding all the colors.

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Editing Charts in Motionboard
7. Click ‘Apply’ in the chart editor to make
the changes.

8. The pie chart should look like this. Be sure

to add all the values in the variable item in the
color settings to create a better looking chart.

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Editing Charts in Motionboard
To enhance the appearance of the charts on your board:

1. Open the chart editor by clicking ‘Edit Chart’.

2. If you click on a Pie Chart, the ‘Edit Chart’ menu will bring you to the Pie Chart
Settings.

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Editing Charts in Motionboard

3. You can make the pie chart displayed on 3D and

edit some enhancements based on your liking.

Output:

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Editing Charts in Motionboard

To apply changes on the labels of the

chart:

1. Click the edit chart, then Pie Chart

settings (Chart Editor>Pie Chart
settings).
2. Choose the presentation of the labels
using the Data Label Initial Display
and Data Label Contents.

Example: In this example, the initial display used is Callout and the percentages of
each item is shown.

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Editing Charts in Motionboard

To check the whole layout of the chart which includes the margins, title, legends and
chart area, click the ‘Layout’ tab in the Chart Editor (Chart Editor>Layout).

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Enhancing Visualizations in Motionboard

To properly show the contents and title of the chart:

1. Create a ‘Container’ in the preferred location in the dashboard. Click the container
icon in the toolbar.

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Enhancing Visualizations in Motionboard

2. Click ‘OK’ to create the container where we will put the title and the chart contents.

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 Enhancing Visualizations in Motionboard
3. Cut the container horizontally in two by using the ‘Edit Layout’ icon.

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Enhancing Visualizations in Motionboard
4. Adjust the length of the tile vertically by left holding the
white line in between the sliced tiles.

5. Create a text in the upper portion of the sliced container

and type the title of the chart. Click ‘OK’ after editing the title
format.

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Enhancing Visualizations in Motionboard
6. In the image below, we can just drag the chart named ‘pie’ under the title bar in our
created container using the ‘Edit Layout’ icon in the toolbar.

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Enhancing Visualizations in Motionboard
7. To remove the chart title in the chart itself, click left click
the chart and select ‘Properties’ and hide the chart title.

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Enhancing Visualizations in Motionboard

The final layout will look like this.

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Enhancing Visualizations in Motionboard

We can also do some design enhancements on our filters by putting title bar and
changing the color.

1. Create a ‘Container’ and place it on the desired location in the dashboard. Click
‘OK’ to apply the container.

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Enhancing Visualizations in Motionboard

2. Cut the container horizontally in two by using the ‘Edit Layout’

icon.

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Enhancing Visualizations in Motionboard

3. Create a ‘Text’ and put it in the title bar created. You can select different font size,
style, background color and change the alignment of the title.

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Enhancing Visualizations in Motionboard

4. To edit the appearance of the filter, left click on any part of it and select
‘Properties’.

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Enhancing Visualizations in Motionboard

5. The image on the right shows the different

adjustments you can make on the filter created.
Click ‘Apply’ to make the changes.

Output.

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Exercise

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