Create and configure model-driven app interactive experience dashboards

Introducing interactive dashboards

Interactive experience dashboards can be a one-stop workplace for app users, such as service reps, to see workload information and take action. They're fully configurable, security-role based, and deliver workload information across multiple streams in real time. Interactive dashboard users don't need to page through the application looking for a particular row; they can act on it directly from the dashboard.

Dashboard types

The interactive experience dashboards come in two forms: multi-stream and single-stream. In addition, multi-stream dashboards can be home page or table-specific dashboards. The table-specific dashboards are configured in a different part of the user interface and are partially preloaded with table-specific configuration information.

Multi-stream dashboards

The multi-stream dashboards display data in real time over multiple data streams. There’s no limit on how many streams you can configure on the dashboard. The data in a stream can be based only on one table, but, each stream can be based on a different table.

Single-stream dashboards

In the table-specific dashboards, all streams are based on the same table. The data flows from various views or queues, such as My Activities, My Cases, or Cases in the Banking Queue.

Note

The examples described here use the Case table, which is available with the Dynamics 365 Customer Service app.

The single-stream dashboards display real-time data over one stream based on a table view or queue. The tiles are positioned on the right side of the dashboards and are always shown. The single-stream dashboards are typically helpful to Tier 2 service leads or managers, who monitor fewer, but more complex or escalated cases.

Dashboard charts

Multi-stream and single-stream dashboards contain interactive charts that provide a count of relevant rows, such as cases by priority or by status. These charts also act as visual filters. The visual filters (interactive charts) are based on multiple tables and in the single-stream dashboards, the table in the data stream defines the visual filter table.

Users can apply additional filtering with global filter and timeframe filter. The global filter works at a column level on all charts, and also on streams and tiles that are based on the filter table (you specify the filter table when you configure the visual filters).

Note

The interactive dashboards are solution aware and can be exported and then imported into a different environment as a solution. However, the queues that the streams and tiles are based on aren’t solution aware. Before importing the dashboard solution into the target system, the queues have to be manually created in the target system in Settings > Service Management > Queues. After you create the queues, import the dashboard solution to the target system, and then edit the streams or tiles that are based on the queues to assign the newly created queues appropriately.

The illustrations in this article show multi-stream and single-stream dashboards with the header pane. Below the header you see visual filters and streams. In the single-stream dashboard, you also see tiles. For each dashboard type, you can choose from several different layouts that are also shown. The dashboard header contains the following controls and select-able icons, from left to right: dashboard picker, refresh, visual filter icon, global filter icon, and time frame filter.

Dashboard layouts

Multi-stream dashboard standard view

In the multi-stream dashboard, you see a row of visual filters at the top with the data streams below them.

Multi-stream dashboard tile view

The same dashboard, only in the tile view.

Multi-stream dashboard layouts

For multi-stream dashboards, you can choose from four different layouts.

Multi-stream table-specific dashboard

The table-specific dashboard for the case table is shown here.

Single-stream dashboard

The single-stream dashboard contains the data stream on the left and visual filters and tiles on the right.

Single-stream dashboard layouts

Four different layouts can be chosen for single-stream dashboards.

Configure filter columns, and security roles for the interactive dashboards

When interactive dashboards are configured, the first task is to enable filter columns and security roles, so that interactive dashboards can be configured for them. Notice that interactive dashboards are enabled for all tables and custom tables by default.

Configure filter columns

For a column to appear in the global filter and be included in the data stream sort, two flags must be set:

• Appears in global filter in interactive experience
• Sortable in interactive experience dashboard

In this example there are two interactive dashboard options available in the Case table for the IsEscalated column.

Configure the 'Appears in global filter in interactive experience' option

1. Sign in to Power Apps.
2. On the left navigation pane select Solutions. If the item isn’t in the side panel pane, select …More and then select the item you want.
3. Open the solution you want, and then on the toolbar select Switch to classic.
4. Under Components, expand Entities (which are effectively tables), and then expand the specific table.
5. In the navigation pane, select Fields and in the grid, double-click the column, or data field, required.
6. In the General tab, select the Appears in global filter in interactive experience check box. Select Save and Close.
7. Select Publish All Customizations for the changes to take effect.

The columns that are enabled for Appears in global filter in interactive experience appear in the global filter flyout window when the global filter icon is selected on the dashboard header. In the flyout window, the service reps can select the columns on which they want to filter globally, in charts, and also in streams and tiles that are based on the filter table.

The global filter flyout window is shown here:

Tip

When a visual filter is configured based on the columns like priority or status, a best practice is to also enable these columns (priority, status) to appear in the global filter.

Configure the 'Sortable in interactive experience dashboard' option

1. Sign in to Power Apps.
2. On the left navigation pane, select Solutions. If the item isn’t in the side panel pane, select …More and then select the item you want.
3. Open the solution you want, and then on the toolbar select Switch to classic.
4. Under Components, expand Entities (which are effectively tables), and then expand the specific table.
5. In the navigation pane, select Columns and in the grid, double-click the column for which sorting is required.
6. In the General tab, select the Sortable in interactive experience dashboard check box. Select Save and Close.
7. Select Publish All Customizations for the changes to take effect.

The columns that are configured for sorting appear in the drop-down list on the stream header.

The following screenshot shows the flyout dialog with the list of the available columns for sorting, in the drop-down list. The default sort is always set on the Modified On column.

Enable security roles

Select and enable security roles that will be able to view the interactive dashboards.

Enable security roles for interactive dashboards

1. Sign in to Power Apps.

2. On the left navigation pane, select Solutions. If the item isn’t in the side panel pane, select …More and then select the item you want.

3. Open the required solution.

4. Select the dashboard and then on the toolbar select Enable security roles. This will open a new tab with the classic interface.

   

5. In the Assign Security Roles dialog, select the Display only to these selected security roles option and select the roles that you want to enable. Select OK.

   

6. Select Publish for the changes to take effect.

Create interactive experience dashboards

The following sections describe how to create and then configure the various types of interactive dashboards.

Configure a multi-stream interactive dashboard using the 4-column layout

1. Sign in to Power Apps.

2. Select an environment with an unmanaged solution.

3. On the left navigation pane select Solutions. If the item isn’t in the side panel pane, select …More and then select the item you want.

4. Open the solution you want, and then on the toolbar select Switch to classic.

5. In the left navigation pane, select Dashboards, on the toolbar select New, and then select Interactive experience dashboard.

   

6. Choose the layout, either 2, 3, or 4 column width.

7. When the dashboard form opens, fill in the filtering information at the top of form, as shown here.

   

   • Filter Table: The visual filters and global filter attributes are based on this table.

   • Table View: The visual filters are based on this view.

   • Filter By: The column that the time frame filter applies to.

   • Time Frame: The default time frame filter value for the Filter By column.

After filtering information has been specified, start adding components for the charts and the data streams. To add a component, simply select the element in the center of the chart or stream, and when the dialog appears, select the required information from the drop-down list, as shown in the following illustrations.

Add the Cases By Priority doughnut chart.

Some charts, such as bar charts or pie charts, render showing the data stored in the system. The doughnut charts and tag charts load as static images and don’t show the preview of the actual data.

Note

The charts configured for the visual filters can use the columns of the Filter table as well as related tables. When charts are based on related table columns, the customer service representatives can filter charts using these related table columns. The columns that are based on the related table usually have the following format in the chart configuration window: “field name (entity name)”, such as the Modified By (Delegate) column. To create multi-entity charts, columns of a related table must be added to any of the views, and then use these columns while creating charts.

Next, configure the streams. Just like with adding components in the charts, select the element inside the stream panel. When the dialog appears, select View or Queue depending on what element you want the stream to use. Enter the required information, as shown in the following illustration.

Configure the stream for the Items available to work on as shown here:

Note

The Queue option is available in the dialog box only for queue-enabled tables. For table dashboards, if the table is not queue enabled, the Queue option will not be visible in the dialog box. It is only possible to use the View option in the stream of dashboards for tables that are not queue enabled.

The following illustration is an example of a fully configured chart panel and stream panel:

After the dashboard has been completely configured, save it and publish the customizations for the changes to take effect.

Edit or delete individual streams of an existing dashboard

1. Sign in to Power Apps.

2. On the left navigation pane select Solutions. If the item isn’t in the side panel pane, select …More and then select the item you want.

3. Open the solution required, and then open the interactive dashboard.

4. Select the stream that you want to edit to select it, and then select Edit Component.

5. Depending on whether you want to add a view or queue to the stream, select the view or queue details for the stream, and then select Set.

6. Select Save.

It is also possible to delete an individual stream from a dashboard. To do this, select the stream, and then on the toolbar, select Delete.

Create a table-specific dashboard

A table-specific dashboard is a multi-stream dashboard. Configuring this dashboard is similar to configuring a home page multi-stream dashboard, but this is performed in a different place in the UI and there are other minor differences.

For example, instead of selecting a table, some columns in the table-specific dashboard are preset to the table relevant to the dashboard.

1. Sign in to Power Apps.
2. On the left navigation pane select Tables. If the item isn’t in the side panel pane, select …More and then select the item you want.
3. Open the table you want.
4. Select the Dashboards area, and then on the toolbar select Add dashboard.
5. Choose the layout, either 2, 3, or 4 column width.
6. When the dashboard form opens, the Filter Table is preset to the table which is tied to the dashboard. The Table View drop-down list contains the available views for the table. Select the view and fill in the rest of the required information on the page.

The rest of the setup is very similar to the home page multi-stream dashboard setup described in the previous section.

Configure a single-stream dashboard

Configuring a single-stream dashboard is similar to the multi-stream dashboard. All UI navigation steps are the same as for the multi-stream dashboard. It is possible to choose a layout that includes tiles or the layout that doesn’t include tiles. If the tiles are included, they are always displayed on the dashboard. To configure a tile, the icon in the center of the tile is selected. When the Add Tile window opens, fill in the required data. The following illustration is an example of the tile setup.

Configure dashboard colors

The color that will appear in the charts and streams for specific column values can be configured. For example, high priority cases can be shown in red, medium priority cases in blue, and low priority cases in green in the interactive charts. In the streams, there will be a thin vertical line in color next to the work item description.

Important

• The color coding isn’t available for the tag charts and doughnut charts. These charts appear on the dashboard in white, gray, and black shades.

• With interactive dashboards, a chart uses the color assigned to the categories that make up the different values, even if the chart is configured to use random colors, when the chart is configured to be grouped by any of the following column types:

  • Choice
  • Yes/No
  • Status Reason

  More information: Chart colors are not correct on dashboards

1. Sign in to Power Apps.

2. Select an environment with an unmanaged solution.

3. On the left navigation pane select Solutions. If the item isn’t in the side panel pane, select …More and then select the item you want.

4. Open the solution you want, and then on the toolbar select Switch to classic.

5. Under Components, expand Tables, and then expand the table required. If the table isn't displayed select Add Existing to add it.

6. In the navigation pane, select Columns. In the grid, double-click the relevant column.

7. In the General tab, in the Type sub-area, select Yes and then select Edit.

8. When the Modify List Value dialog appears, set the new value in the Color text box. Select OK.

9. Select Save and Close.

10. Select Publish for the changes to take effect.

In the following example, the color for the IsEscalated column is changed. Use the Edit button to open the Modify List Value dialog box:

When the Modify List Value dialog box opens, enter the hexadecimal color code, such as #800000 shown here:

Similarly, if the Priority column is used to modify the colors of the case priority options, choose the color in the Options sub-area of the General tab, as shown below:

Next steps

Set properties for a chart or list