How-to Guides

Technical Advice for Visualizing your Data





How to install and configure Dashboard Builder

This comprehensive document provides a step-by-step guide on installing Dashboard Builder on your server, empowering you to set up your data visualization platform effortlessly. Additionally, the document offers detailed instructions on creating charts, establishing database connections, retrieving data from various source like Excel, JSON and Google Sheets, and generating source code. Explore the full potential of Dashboard Builder with ease using this comprehensive resource.


Contents


Answer

Requirements

  • PHP Version 7.1 or later
  • Apache 2 or later, Nginx or any other server that supports PHP.
  • Windows 7 or later /Linux 3 or later/Ubuntu or any other platforms support Apache, Nginx etc
  • Firefox 52, Chrome 57, IE 8, or any other browser that supports SVG
  • Additional
  • allow_url_fopen is enable e.g allow_url_fopen = On in php.ini
  • SimpleXML extension is installed and enabled
  • OpenSSL extension is installed and enabled
  • PDO drivers such as MySQL and SQLite are installed
  • Read-Write permission to folders and sub-folders of dashboardbuilder i.e chmod -R 774 dashbboardbuilder-v3-FREE
Answer

Installation

  • Download from https://dashboardbuilder.net
  • Place the file in a directory on the web server. e.g. “…/www/dashboardbuilder/”
  • Unzip the file using Extract Here option to the root folder of "dashboardbuilder"
Answer

Create your first Dashboard

Getting Started

Answer

Select the database as data source:

Click the database icon

PHP Dashboard welcome screen


Now, select the database from the data source settings..
Select Database as Data Source


Enter your host name, username, password and database name as mentioned in the screen

Select Database as Data Source
Answer

Click the database icon

Select Database as Data Source

Now, select upload from the data source settings. XLSX, XLS or CSV can also be used as data source


Select Database as Data Source
Answer

Publish to the web

Before going to the next step, make sure that your Google sheet is published to the web:

Step-1: Go to your My Driver folder and right click on the spreadsheet you want to access. Click File and click "Publish to the web" .

Publish to the web

Step-2: Select your desired Sheet and "Comma-separated values (csv)" from the dropdown.

Publish to the web screen2

Hit the publish button.

Step-3: Copy the link on the following screen.

Publish to the web screen3


Connecting Google Shee with the Dashboard Builder

Step-1: Click the Database icon

PHP Dashboard welcome screen

Step-2: Now, paste the link of your Google sheet.

Publish to the web screen4

Answer

Click the Database icon

In the data source setting, click the File Tab and enter the full URL address of your JSON file and hit the Save button


Connect and retrieve data from a JSON

Answer

Select the gear icon for your Chart preference. The following screen will appear
Chart Setting

SQL statement format

Enter your SQL statement in SQL field
SELECT sum(salary) as xaxis, DATE_FORMAT(from_date, '%Y/%m') as yaxis FROM salaries GROUP BY DATE_FORMAT(from_date, '%Y/%m') LIMIT 10
Select your Trace data for X as 'xaxis' and data for Y as 'yaxis' as mentioned above.
Click the SQL   sign if you want to add more SQL statement

Select your desired table and click  Run Query   button
SQL statement

Select your Chart Type, Trace and its Properties.
SQL statement
Chart Setting

Click  Save Changes   when you finish

Answer

Preview:

In the main screen, click  Save Changes  , Charts will be appeared on the screen as shown below.
Chart Setting

Answer

Adjust size and position:

To adjust the size and position of your Chart Panel by dragging it's corner
Chart Preference

Answer

Save Data:

Click Save   button. The following screen will appear. Give a name to your file and click Save button.
Chart Preference

Answer

New Dashboard

Click New  button. The following screen will appear. Now click Yes.
Chart Preference

Answer

Open an Existing Dashboard

Click Open   button. The foloowing screen will appear. Select your file from the given list
Open an Existing Datashboard

Answer

Generate a PHP Code

Click Generate  button
The following screen will appear with PHP code
Generate PHP source code

Click the Copy+Paste button to copy the code and paste it into your PHP application
You also need to copy the required API file/folder i.e 'inc/dashboard_dist.php' and 'assets/js/dashboard.min.js' to the folder where your application is running.

Answer

Add a dropdown filter to a chart

This feature is availalbe in 3.8 or later version of Dashboard Builder

Step -1 : Add a new Trace
Step 1 - Add a dropdown filter



Step -2 : Select your chart type and data for X and Y axis for Trace 2
Step 2 - Add a dropdown filter



Step -3 : Click “Show” button
Step 3 - Add a dropdown filter



Drop down filter will appear
Step 4 - Add a dropdown filter



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