Compyl Dashboard Designer: Creating a Basic Dashboard for Assessments

Introduction

This guide provides step-by-step instructions on how to create a basic dashboard using Compyl Dashboard Designer. The dashboard will display information from an Assessments table with the following SQL string:

SELECT 
  "Assessments"."Name",
  "AssessmentQuestions"."Questiontext",
  "AssessmentQuestions"."Comment",
  "AssessmentQuestions"."Section",
  "AssessmentQuestions"."Description",
  "AssessmentQuestions"."IsCompliant",
  "AssessmentQuestions"."NotApplicable",
  "AssessmentQuestions"."ReviewerOnlyComments",
  "Controls"."Name" AS "Controls_Name",
  "Controls"."ShortControlCode",
  "Controls"."Section" AS "Controls_Section",
  "Controls"."Description" AS "Controls_Description"
FROM 
  (((("dbo"."Assessments" "Assessments"
  FULL OUTER JOIN "dbo"."AssessmentQuestions" "AssessmentQuestions" 
    ON ("AssessmentQuestions"."AssessmentID" = "Assessments"."ID"))
  FULL OUTER JOIN "dbo"."AssessmentQuestions_Answers" "AssessmentQuestions_Answers" 
    ON ("AssessmentQuestions_Answers"."AssessmentQuestionsID" = "AssessmentQuestions"."ID"))
  FULL OUTER JOIN "dbo"."Answers" "Answers" 
    ON ("Answers"."ID" = "AssessmentQuestions_Answers"."AnswersID"))
  FULL OUTER JOIN "dbo"."Controls" "Controls" 
    ON ("Controls"."ID" = "AssessmentQuestions"."ControlID"))

Prerequisites

• Compyl Dashboard Designer installed on your machine.
• Access to the database containing the Assessments and related tables.

Step 1: Launch Compyl Dashboard Designer

Open Compyl Dashboard Designer from your desktop or start menu.

Step 2: Connect to Your Data Source

1. Click on the New Dashboard button to create a new dashboard.

2. In the Data Sources pane, click Add Data Source.

3. Choose SQL Data Source from the list.

4. Configure the connection to your database and use the provided SQL string to retrieve the data.

   

Step 3: Select Data for the Dashboard

1. In the Query Builder, paste the provided SQL string to retrieve data from the Assessments table.

2. Click Finish to complete the data source configuration.

   

Step 4: Create a Grid Dashboard Item

1. Drag and drop a Grid from the toolbox to the dashboard surface.

2. In the Data Source dropdown, select the Assessments data source you created.

3. Drag and drop the following fields into the grid:

   • Name (from Assessments)
   • Questiontext
   • Comment
   • Section
   • Description
   • IsCompliant
   • NotApplicable
   • ReviewerOnlyComments
   • Controls_Name
   • ShortControlCode
   • Controls_Section
   • Controls_Description

   

Step 5: Create a Chart Dashboard Item

1. Drag and drop a Chart from the toolbox to the dashboard surface.

2. In the Data Source dropdown, select the Assessments data source.

3. Drag and drop IsCompliant to the Arguments section.

4. Drag and drop Name to the Values section.

   

Step 6: Customize the Dashboard Layout

1. Resize and arrange the Grid and Chart items to fit your desired layout.

2. You can add other dashboard items like Pie Charts, Cards, or Gauges based on additional analysis requirements.

   

Step 7: Save and Publish the Dashboard

1. Click on the Save button to save your dashboard.

2. Choose a location and provide a name for your dashboard file.

3. To publish the dashboard, you can export it to various formats like PDF, Excel, or an interactive web dashboard.

   

Conclusion

You have now created a basic dashboard in Compyl Dashboard Designer displaying data from the Assessments and related tables. This dashboard provides insights into assessment questions, compliance status, and related controls.

For more advanced features and customization, refer to the Compyl Dashboard documentation and tutorials.