Next-generation dashboard editor
The next generation dashboards in Tracker use Power BI technology from Microsoft. Power BI is a business analytics service that provides interactive visualizations and business intelligence capabilities in a simple user interface. When the next-generation dashboard editor is enabled in Tracker, users can quickly and easily create their own dashboards and data visualizations. For example, the same metric could be visualized as a bar chart or as a pie-chart.
The ability to manage dashboards is available to all Company System Administrators and Tracker coordinators. Additional users can be granted access on an individual basis.
Tip | To help you become familiar with the dashboards and how they work, a working sample dashboard is available for all users with view or edit access.
Using the Dashboards Page
The Dashboard Panels
Use the
Visualizations
and Fields
panels to add and edit visualizations. - TheVisualizationspanel lets you add a visualization of a specific type to the dashboard. Click an icon in the panel to add a visualization. The visualization you choose depends on the kind of information you want to display, and some visualizations are better suited to some kinds of data than others. For example, a map implies that you will set up a visualization showing statistics for a geographical entity, such as matter country or billing country.
- TheFieldspanel lets you add fields to the visualization you selected.
Select Fields for the Visualization
With the visualization selected in the main panel to the left, use the options in the
Fields
panel to the right to add data to the chart. You can type a phrase in the Search box to find a particular field.Example 1
Selecting the
Map
visualization (1) adds a blank map to the dashboard.(2) Adding a field, Billing Country
(3), populates the map with data about the billing countries (4). 
Example 2
In this example, the visualization type is pie chart. 
Typing a phrase in the
Search
box quickly locates the Opened Matters
field. 
However, since
Opened Matters
is 100% of this particular pie, this chart is not very useful. Adding Fee Arrangement Name
results in a chart that shows alternate fee arrangements in proportion to the total number of open matters.
Creating a Next-Generation dashboard
To create a next-generation dashboard:
- SelectHome > Dashboard Managerfrom the left navigation.
- On the toolbar, selectCreate Dashboard.
- Use theDashboard Typedrop-down list to specify whether the dashboard is personal, company-wide, or a persona-based dashboard.
- In theDashboard Titlefield, specify a name for the dashboard (50-character limit).
- In theDashboard Descriptionfield, enter a short description to help identify the dashboard. (Optional).
- Click theCreatebutton to open the dashboard editor.
- A new panel opens that you can use to customize the visualizations for your dashboard:
- Use theFieldspane to select the fields to include in your dashboard.
- Use theVisualizationspane to define the visualizations you want to include.
- You can drag and drop fields onto theFilterspane to apply filters. Filters can be applied for visualizations, individual pages and all pages.
See the section "The Dashboard Panels" above for a more detailed explanation about fields and visualizations. - On the toolbar, selectSave & close.
Viewing a Next-Generation dashboard
- SelectHome > Dashboard Managerin the left navigation.
- Scroll through the list of available dashboards and click the title of the dashboard you want to open and select the hyperlinked name.
Editing a Next-Generation dashboard
To edit a next-generation dashboard:
- Open the Dashboard Manager (Home > Dashboard Managerin the left navigation).
- Click the title of a dashboard to open it.
- Select the edit icon
next to the dashboard you want to edit.
Setting a Next-Generation Dashboard as Your Home Page
Only one next-generation dashboard can be selected as your home page. However, dashboards can have many visualizations and multiple pages. Multi-page dashboards are supported, and you can navigate between the pages.
- Open the Dashboard Manager (Home > Dashboard Managerin the left navigation).
- In theActionscolumn, select the star icon to the far right of the dashboard you want to use as your home page.
Sharing a Dashboard
To share a next-generation dashboard:
- Open the Dashboard Manager (Home > Dashboard Managerin the left navigation).
- Select the share icon
to the far right of the dashboard you want to share.
tipYou can also share a dashboard by opening the dashboard and selectingSharefrom the toolbar. - A list of users appears, along with some fields to help you quickly find specific users. The fields are optional.FieldDescriptionShared
- All – Shows a list of all users. This is the default setting.
- Only Shared – Returns a list of users with whom this dashboard has already been shared.
- Only Unshared – Returns a list of users who have not been granted access to the dashboard.
NameYou can use this field to narrow your search to a specific user or users. Type a user's name in this field to help you locate the user using their name.EmailType an email in this field to help you locate the user using their email address.OfficeType an email in this field to help you locate the user using their office.Participant tagsUse the dropdown to find users by participant tag.Locate the user or users in the list and check the checkbox next to the names of users with whom you want to share this dashboard. - ClickSave. The dashboard will appear on the user's dashboard manager screen.
To stop sharing a dashboard:
- Select the share icon to the far right of the dashboard you want to stop sharing, or select Sharefrom the toolbar.
- In the list of names that appears, clear the checkbox next to the names of the users that want to stop sharing the dashboard with.tipYou can selectOnly Sharedin theShareddropdown to quickly find all users with whom this dashboard is currently shared.
- SelectSave.
- When prompted, clickOKto verify that you want to stop sharing this dashboard.
Removing a Next-Generation Dashboard
- Open the Dashboard Manager (Home > Dashboard Managerin the left navigation).
- Click the title of a dashboard to open it.
- Select the delete icon
next to the dashboard you want to remove.
note
If you delete a dashboard, it is removed permanently and cannot be recovered.
Exporting a Dashboard
You can export your data visualizations from next-generation Power BI dashboards, including the firm scorecard, and use them for reporting and presentations. Exported dashboards can be saved to .pdf or PowerPoint formats, and you can choose how you want to receive the exported information. You can also print dashboards.
- On the toolbar, selectExport. A panel opens that provides options for exporting the dashboard.
- Select the output format.
- PowerPoint: Each page of the dashboard will be presented in its own slide in PowerPoint.
- PDF: The dashboard will be exported as a .pdf file.
- Use the dropdown to select the pages to export. The default isAll.
- Next toDelivery Method, check a checkbox to specify how you want to receive or distribute the exported dashboard.
Demo Dashboards
The demo dashboard is a working template dashboard that lets you see how the controls are used to present different views of data. By default, this dashboard is in the
Preconfigured
section and is named Demo template
. To become familiar with the dashboards and how they work, you can edit the sample dashboard, or even delete it. However, if you delete the demo dashboard you can only recover it by re-creating it.
Average Rate by Years of Experience
This dashboard displays average rates by years of experience for each law firm, filtered by partners and associations. Each color is unique to a law firm.
Field | Description |
|---|---|
Filters used |
|
Measures | Average rates |
Drill down heirarchy |
|
Rate Curve by Years of Experience
This dashboard shows a rate curve of years of experience by law firm, filtered by partners & associates. This is best viewed when filtered by top spend firms.
note
This dashboard only displays rates approved on Timekeeper Rate Sheets.
Field | Description |
|---|---|
Filters used |
|
Measures | Average rates |
Drill down heirarchy |
|
Additional Resources
Microsoft provides online resources on Power BI. The following are recommended to help you get started.
Tip | You can find the complete library of articles about Power BI on the Microsoft website here.