Author: Ian Britz
In this article we're going to combine all of our Forms into one place. We'll want to be able to switch between them, change Filters, and enter data. Then we'll want to see the changes made to the Forms reflected in real time. In Kepion, we can do this with a Dashboard.
Configure Dashboard Page
Step 1. To configure a new Dashboard, navigate to the All Dashboards node in the right-hand navigation pane and select Add.
Step 2. Name the Dashboard Revenue Planning.
Step 3. Inside, the Dashboard editor will look similar to the example below. Let's break down the different sections:
- A list of the pages in the Dashboard. Each Dashboard page can hold multiple Forms, Filters, Text components, buttons, and more.
- The various styling elements available to us on a Dashboard Page.
- The Dashboard page we're currently editing.
Step 4. Let's add a Form to the Dashboard page. Right-click in the page editor and select Add Form.
Step 5. Choose which Form we want to display from the Form drop-down menu. Select Revenue & Cost.
Step 6. Let's also add some text to the page so we remember which Form is which. Right-click and select Add Text.
Step 7. A Text Component will be added to the page. We can click in the box to add some text, and style it however we choose. Let's just write the name of the Form.
Step 8. I also included the calculation we'll be displaying in the Form for added clarity.
Step 9. Next, click on the settings icon.
Step 10. Let's make this Form Read-Only, as it's not going to be used for entering data.
Step 11. Let's also select the default Filter in the FILTER tab as Product Revenue. We're setting the default here, as opposed to in the Form itself, because we're going to be adding two copies of this Form to our Dashboard, and we want each to have a different Filter selection.
Step 12. We're going to be adding a few more Forms to the page, so we may need more space. You can adjust the size of a Dashboard page at the bottom-left. The link icon indicates that the size of all Dashboard pages will be changed when you change the size of this one. You can click the icon to un-link this page and change its size independently from other pages.
Step 13. Now add the Quantity and Price Forms to the page, and include some text to label them. Then select the name of the page in the left-hand section and rename it to Product Revenue. It's highly recommended to use the Align option in the ribbon to align components neatly and create a clean Dashboard.
Your Dashboard should now look similar to the example below:
Configure Additional Pages
Step 1. We don't want to overcrowd one page with too much information or too many Forms, so let's create a new page. We'll copy this one from the Product Revenue page. The star icon next to the page name indicates which page will open first in the Dashboard. You can change this by right-clicking and selecting Set Start Page.
Step 2. Now that we have multiple pages, a Menu Component was automatically added to help us navigate from page to page. In the menu settings, change the Target from Dashboard to Header. This will move the main navigation menu from the Dashboard page itself, to the Header above the page. We'll configure the Header in the following article.
Step 3. Now let's make some changes to this page. First select the Price Form and change the Form selection to Cost of Goods. Update the text above the Form to reflect the change.
Step 4. Then click on the settings icon for the Revenue & Cost Form, and change its default Filter to Product Cost.
Step 5. Rename the page Product Cost and update the text above the Revenue & Cost Form, and you should have something similar to the example below.
Step 6. Let's create another page. On this one, add the Operating Expense Form and some text above it. Rename the page Operating Expense. There's nothing extra we need to configure here.
Step 7. Add a fourth page. Include the Net income Form, some text, and rename the page appropriately. Click the settings icon and set this Form to Read-Only, as well.
Now we should have four pages, and all of our Forms represented within the Dashboard. In the next article, let's look at configuring a few more features of our Dashboard.