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Dundas Dashboard Mobile Applications

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Modified on Fri, 19 Apr 2013 12:20 PM Categorized as Mobile
Click to return to: Documentation | Dundas Dashboard for Mobiles


Overview

Dundas Dashboard Mobile applications are designed specifically to fit the limited screen sizes of smartphones. Instead of viewing complete dashboards (which may be impractical on a small screen), the mobile applications let you view one or more KPIs graphically on the same screen. KPIs that display summary or overview information are ideal for this purpose.

Viewing KPIs on an Android device.

Viewing KPIs on an Android device.


Tip: You can tap on a KPI to drill-down to a secondary KPI (if configured).

Mobile architecture

The following diagram shows how smartphones can connect to Dundas Dashboard.

Mobile architecture.

Mobile architecture.


In the diagram, the Mobile Web Service is shown running on a separate server computer. For a typical installation, you could have Dundas Dashboard and the Mobile Web Service running on the same server computer (but different port numbers, for example).

Mobile security

See the article on Dundas Dashboard Security.

Limitations

The following limitations apply to all of the mobile apps:

  • It is not recommended to add more than 20 KPIs to display on any smartphone platform. Dundas Data Visualization, Inc. does not support any usage which exceeds this limit.

Note: The mobile applications support HTTPS/SSL as of Dundas Dashboard 3.0.2 or later.

KPI Groups

The Dundas Dashboard mobile app lets you define one or more KPI groups. A group is simply a collection of mobile KPIs that are displayed together in a list. You can use groups to organize related KPIs. For example, you may have a group called Sales KPIs.

You can expand or collapse a group on your smartphone, and you can choose to create new groups.

Elements of a mobile KPI

The following figure shows the main elements of a mobile KPI as viewed on a smartphone:

Elements of a mobile KPI.

Elements of a mobile KPI.


Drill-down KPI

You can configure a drill-down mobile KPI to be displayed when the user taps on the current KPI. The drill-down KPI must also be enabled for mobile use. A KPI that has a drill-down KPI configured will appear with a different color background (e.g. grey) when displayed on a mobile device. This is a visual indication that you can tap the KPI in order to see its drilldown KPI. For the iPhone app though, a small chevron icon is used to indicate a KPI that has a drill-down configured.

Tap any KPI with a grey background to see its drill-down KPI (for Android).

Tap any KPI with a grey background
to see its drill-down KPI (for Android).


Setup for mobile viewing

Mobile web service

Make sure you have installed the Mobile Web Service which lets your mobile device retrieve KPI information from the Dundas Dashboard server.

In particular, you must know the URL of the mobile web service after it is installed, as you will need this information in order to connect from your mobile device.

You can test your URL by navigating to it from a web browser and verifying that you can see the methods provided by the service. For example, your mobile web service URL may look like: http://dashsvr:8000/ or http://dashsvr/MobileInstance1/

Mobile Web Service URL.

Mobile Web Service URL.


Note: The Mobile Web Service points to a specific instance of Dundas Dashboard (which you select when you install the service from the Deployment Center). If you have multiple Dundas Dashboard instances, or have recently reconfigured your existing Dundas Dashboard instance, you may need to re-install the Mobile Web Service to ensure it is pointing to the correct Dundas Dashboard instance. Only mobile KPIs from the configured Dundas Dashboard instance will be accessible from the mobile apps. Optionally, you can check or modify the configuration file for the Mobile Web Service to ensure it is configured with the correct Dundas Dashboard server URL. The default configuration file is: C:\Program Files (x86)\Dundas Data Visualization Inc\Dundas Dashboard\Mobile Web Service\{InstanceName}\www\web.config. After modifying this file, you must restart IIS.

Configure KPIs for mobile viewing

Next, you must set up one or more KPIs for mobile viewing. This includes enabling the KPI for mobile viewing and choosing its visualization type (e.g. bar chart, sparkline), states, and contextual metrics. See Configuring a KPI for Mobile Access for more details.

Note: Mobile viewing applies only to KPIs. Datasets are not supported for mobile viewing.

Download and install the Dundas Dashboard mobile app

For download and installation steps, see the specific mobile app page for your device : Android | BlackBerry | iPhone

Configuring the default view

For Dundas Dashboard administrators: In the Mobile Web Service's App_Data folder, you can place a defaultView.xml file there to tell the mobile app which groups and KPIs it should display after a user logs in.

By default, the App_Data folder has a path like:

C:\Program Files\Dundas Data Visualization Inc\Dundas Dashboard\Mobile Web Service\Instance1\www\App_Data

If you go to that folder you'll see the file, defaultView.xml.example, which you can copy, rename, and customize as needed. In particular, you need to:

  • Change the groups and group names as desired.
  • Enter the IDs of actual KPIs that are enabled for mobile viewing. You can determine the ID (GUID) of a KPI by viewing its Properties from the Design Explorer in Dundas Dashboard.

Here is an example of defaultView.xml:



Once you have created or updated the XML file, restart the mobile website/IIS for the changes to take effect.

Related topics


Click to return to: Documentation | Dundas Dashboard for Mobiles

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