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Difficulty: novice

Content

Learning Objectives

After reading this article, you’ll be able to:

  • How to navigate Qlik, the dashboard app


Pages setup: structure and navigation

 A Dashboard contains multiple underlying sheets

There is just too much information to show in one single page. Therefore, the different topics are grouped together in sheets.

For example the Space monitor contains 6 sheets of information, depending on the available data (“Utilization Analysis” will only show up if this type of data is measured, “Reservations vs Occupancy” will only show up if reservations are enabled in Workplace).

 Navigation between Dashboard sheets

To navigate between the different sheets,

  • use the Navigation buttons to jump from sheet to sheet

  • use the Navigation drop down to select a specific sheet

Filters & KPIs

 Where to find Filters

Dashboards open with default, predefined filters in the top Filter selection. You can change or remove these filters, for example to zoom in one 1 particular week or 1 particular business day:

  • quick filter change: select the filter in the top Filter selection, the current selection will open in a drop-down menu: you can now select more or different values. Don’t forget to confirm your selection.

  • remove filter: select the X next to the relevant filter in the top Filter selection.

You can use the filter pane on the left to make selections on the fly, like zooming in on particular floor or category. Each selection shows as an extra filter button in the top Filter selection.

You can hit the “Reset View” button to return to the default bookmarks (landing page of the dashboard)

 Are filters public or personal?

Filter settings are personal to the logged in user.

 Zooming in on a graph or timeline to set a filter

A selection in the dashboard or on a graph/timeline will influence filter settings on the whole dashboard (will be added to the top Filter selection):

  • On the floor plan, select any location (you can select multiple but only the first will be highlighted)

  • On any graph, select a data point / space category / location to select a specific data filter

    • if you want to select multiple locations on the floor plan: only the first one will light up

  • On any timeline, drag & drop (in the time description, not in the graph itself) to select a specific time period

 Calendar filter (optional, needs to be configured separately)
  • Distinguish “regular days” from “excluded days”

  • Option to exclude particular days or day ranges from the calendar

  • Breaks up the calendar in several periods

  • “Regular days” interleaved with “exempt days”

‪Configuration

  • 0, 1 or # calendar exempt ranges can be defined (cannot be done by Spacewell Consultant; needs to be requested)

  • By default, NO ranges are defined

  • calendar exempt range = 1 or # executive days

  • Exempt ranges cannot overlap !

Dashboard Tips & tricks

 How to use whisker box graphs?

Example of 3 work spaces on an hourly base:

  • In 25% of measurements, there is data under the box

  • The box represents 50% of the measurements. They dont represent the highest, nor the lowest measurements

  • A long box means a big spread of data (low predictability)

  • In a perfect world, the box should be between the Spacewell suggested % in the dashboards

 How to get the most out of trendline graphs?

You might only see a small portion of data in the graph compared to the whole selected period. You can recognize this by the highlighted part in the graph underneath.

  • To move forward or backward, simply scroll through the big graph or select a portion in the smaller one.

  • In the example below: the large graph is only showing us data on 2 days (looking at the peaks in the smaller graph: Tuesday and Wednesday) from the last week in our selected period.

To get the most out of the trendline, open the graph on full screen using the expand button

  • You’ll be able to identify the different moments in time better

  • You can switch between hourly, daily, weekly views

 How to use bookmarks?

You can now also save your filter selections by creating your own bookmarks

  • Make filter selection(s) and create a bookmark on that snapshot view Optionally you can save the sheet location in the bookmark (default: ON)

  • At any time during the same or a next dashboard session, you can click on the bookmark to return to your saved view

All bookmarks (default (public) and own) are available under the bookmark button

  • Your own bookmarks are shared between your colleague users of the dashboard

  • Bookmarks are particular to one dashboard (For example, bookmarks defined in Space Monitor will not be available in Comfort Monitor)

Dashboard header

Hamburger menu

Qlik options

Not supported by Spacewell

Download sheet as pdf

Instead of downloading a particular chart, also the full sheet content can be downloaded in a pdf report.

Mind that only the sheet body (selected content resulting from filters) is downloaded, not the filter pane.

Floor plans will not be part of the report, some chart data may also be missing.

Embed sheet

Not supported.

Touch screen mode

By default all dashboards can be navigated from touch screens. This toggle allows to turn off touch screen mode, as there may be some UX/UI differences with the normal mode.

Qlik References & Spacewell versions

Help

Link to Qlik help visible to end-users, but not useful since this is designer-related information.

About

Spacewell versioning info.

App overview

Spacewell versioning info.

Good to know

 Chrome Authentication issue (401 error message)

The issue:

In Chrome, you might experience an authentication issue due to cookies being blocked on your browser.

The solution :

1. Click on the link lock icon, select  Cookies and Site data

  1. Third-party cookies will be blocked for this site. Swipe the selector to unblock.

  1. Reload the page.

 Edge Authentication Issue (401 error message)

The issue:

In Edge, you might experience an authentication issue due to cookies being blocked on your browser.

The solution :

  1. Click on the link lock icon, select Permissions for this site

  2. Go to Cookies and site Permissions, then click on Manage and delete cookies and site data

  3. Third-party cookies will be blocked for this site. Disable Block third-party cookies.

  4. Reload the page.

 Firefox Authentication Issue (401 error message)

The issue:


In Firefox, you might experience an authentication issue due to cookies being blocked on your browser.

The solution :

  1. Some websites may not work properly when third-party (cross-site) cookies are blocked. To turn off Enhanced Tracking Protection for a specific website:

  2. Click on the shield to the left of the address bar.

    2021-05-06-05-12-06-f2679d.pngimage-20240111-140242.png
  3. Toggle the switch at the top of the panel.

    2022-03-16-12-56-21-3859dc.pngimage-20240111-140323.png
  4. This will turn off Enhanced Tracking Protection for this site.The page will reload automatically and allow trackers on this site only.

Frequently Asked Questions on Dashboards

Check out FAQ on Dashboards


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