Maximizing Productivity: Multi-Tabbed Dashboard with Embedded BI

Maximizing Productivity: Multi-Tabbed Dashboard with Embedded BI

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    Maximizing Productivity: Multi-Tabbed Dashboard with Embedded BI

    In today’s data-driven world, dashboards are essential tools for businesses and professionals to track and examine performance indicators. However, a one-page dashboard often struggles to visualize vast amounts of information effectively. The unveiling of multi-tabbed dashboards has led to improved planning methods to navigate various data sets. By embedding powerful multi-tabbed dashboards within an application, businesses can create a centralized hub for data exploration and analysis. This article highlights how utilizing a multi-tabbed dashboard will help enhance your organization.

    What is a multi-tabbed dashboard?

    A multi-tabbed dashboard facilitates user interaction with multiple information sets within a single application, streamlining user experience. Simultaneously displaying various dashboards enables focused analysis while maintaining consistency.

    Multi-Tabbed Dashboard
    Multi-Tabbed Dashboard

    Benefits of multi-tabbed dashboards in business

    Multi-tabbed dashboards enable users to improve their business operations, ultimately boosting productivity and effectiveness in data management and workflow optimization. This includes:

    Enhanced organization and categorization of information

    Multi-tabbed dashboards enable neat compartmentalization of data or functionalities, providing users with a clear and structured overview. Each tab represents a distinct category, allowing users to focus on one aspect at a time and navigate directly to a relevant section.

    Simultaneous access to multiple data sets

    Multi-tabbed dashboards enable you to access multiple data sets within a single application window, facilitating easy comparison and analysis. This promotes efficient decision-making as you can quickly switch between tabs for insights and cross-referencing without losing context.

    Customizable views

    Multi-tabbed dashboards enable businesses to customize their work to efficiently tailor their data representation, enhancing decision-making processes and providing targeted insights for diverse organizational needs.

    Increased productivity

    Multi-tabbed dashboards enable users to streamline their workflows, enabling businesses to track each project. This ultimately contributes to accelerated growth and increased profitability in the process.

    How to create a multi-tabbed dashboard in Bold BI

    You need to have your own dashboards to be able to create a multi-tabbed one. For an admin, you can use any dashboard.

    Steps

    1. Click the + icon on the dashboard homepage.

    Dashboard Homepage
    Dashboard Homepage

    2. You will be directed as shown, and then select the Multi-Tabbed Dashboard option.

    Select Multi-Tabbed Dashboard
    Select Multi-Tabbed Dashboard

    3. A section will pop up as shown. Fill in the Name under Category and click the dropdown to select the category.

    Configure Name and Category in Multi-tabbed Dashboard Window
    Configure Name and Category in Multi-tabbed Dashboard Window

    4. After selecting the category, click +Add Dashboards.

    Adding Dashboards in the Multi-Tabbed Dashboard Window
    Adding Dashboards in the Multi-Tabbed Dashboard Window

    5. Then select the category again on the first two dropdowns to configure the dashboard and its category; then click Add.

    Choose Category and Dashboard Configuration in Multi-Tabbed Dashboard Window
    Choose Category and Dashboard Configuration in Multi-Tabbed Dashboard Window

    6. The dashboard will be added as shown.

    Added Dashboard in Multi-Tabbed Dashboard Window
    Added Dashboard in Multi-Tabbed Dashboard Window

    7. Do the same to add up to your requirement, and then click Create.

    Create Multi-Tabbed Dashboard
    Create Multi-Tabbed Dashboard

    How to open a multi-tabbed dashboard

    To open your multi-tabbed dashboard, find it in the list where a Multi-Tab icon as shown.

    Dashboard Listing
    Dashboard Listing

    Click to open the multi-tab dashboard.

    Multi-Tab Dashboard
    Multi-Tab Dashboard

    You can visualize your data and switch tabs to view the other dashboards.

    Created Multi-Tabbed Dashboard
    Created Multi-Tabbed Dashboard

    Tips for an effective multi-tabbed dashboard

    This will help you to design an appealing multi-tabbed dashboard for your audience.

    1. Understand your data to design intuitive navigation tabs to improve user experience.
    2. Regularly review and update data and make improvements based on feedback.
    3. Test and iterate to validate a multi-tabbed dashboard’s usability and effectiveness to ensure that the dashboard meets user expectations and remains adaptable to evolving needs.
    4. Provide training and support to users to familiarize them with the dashboard’s layout, navigation, and features. Also, provide FAQs, user guides, or a help desk to address any questions or issues users may encounter using the multi-tabbed dashboard.

    Features of multi-tabbed dashboards in Bold BI

    • Tabs: Used as navigation elements to switch between different sections or views.
    • Export and sharing options: Used to export multi-tabbed dashboards as PDF, image, or Excel files or share them with other users via email, a URL, or embedding options.
    • Data visualization: Incorporate visual elements such as charts, graphs, or maps to represent data concisely and understandably.
    • Interactivity: Allow users to perform actions within each tab, such as filtering, sorting, or drilling down into details.
    • Customization options: Allow users to customize the layout, choose which tabs to display, or personalize certain aspects according to their preferences. You can also share and delete dashboards from the choices.
    • Security: You can enable permission or advance your dashboard data security to help secure your data easily. This will only provide access to the authorized, thus protecting key information for your business.

    Real-time use cases of multi-tabbed dashboards

    Human Resources

    In the human resources, a multi-tabbed dashboard enables HR teams to provide accurate data about employee training, attendance, and payroll information.

    The training information tracks details like course selection, training compliance, cost analysis, participant engagement, and training effectiveness to drive training ROI and optimize participant development.

    HR Multi-Tabbed Dashboard
    HR Multi-Tabbed Dashboard

    Sales

    In sales, a multi-tabbed dashboard allows instant access to critical performance metrics, enabling sales managers to make informed decisions swiftly. The dashboard provides a comprehensive overview of the sales pipeline and performance analysis by segmenting data into various tabs. Consequently, it empowers the sales team to identify trends, address bottlenecks, and optimize strategies, driving business growth and profitability.

    Sales Multi-Tabbed Dashboard
    Sales Multi-Tabbed Dashboard

    Healthcare

    In healthcare, a multi-tabbed dashboard enables healthcare professionals to efficiently monitor the facility, patient health, patient experience, and clinical trials simultaneously. By consolidating data from various sources into a user-friendly interface, it streamlines decision-making and enhances patient care and health. This innovative solution results in increased productivity and improved health outcomes, driving success across the healthcare industry.

    Healthcare Multi-Tabbed Dashboard
    Healthcare Multi-Tabbed Dashboard

    Information Technology

    In IT, a multi-tabbed dashboard enables IT professionals to effortlessly monitor business performance, project management, and time. This central hub allows for quick identification and resolution of technical issues, ensuring maximum efficiency and minimal downtime. By consolidating diverse data sources into a single, user-friendly platform, the dashboard enhances decision-making and facilitates optimal resource allocation.

    Information Technology Multi-Tabbed Dashboard
    Information Technology Multi-Tabbed Dashboard

    To learn more about multi-tabbed dashboards, you can check our documentation to equip yourself.

    How to embed a multi-tabbed dashboard

    Embedding a multi-tabbed dashboard provides businesses with a streamlined and organized platform for efficient solutions with seamless access to diverse data sets, and it fosters improved collaboration among team members by presenting a unified data visualization.

    Steps to embed a multi-tabbed dashboard

    Step 1: Place this embed SDK URL inside the head tag of your .html page.

    Embed SDK URL
    Embed SDK URL

    Step 2: Within the body tag, create a div element with a unique id name of your preference. This element will function as the container for embedding the dashboard and should be as:

    div Element with a Unique id
    div Element with a Unique id

    Step 3: You can then proceed to incorporate the multi-tabbed dashboard by utilizing the dashboard ID or dashboard path, akin to embedding an ordinary dashboard as shown below:

    Load Dashboard in Embbed Mode
    Load Dashboard in Embbed Mode

    Step 4: Implement an authorization endpoint in your app, using the authorization server as a bridge between the app and the Bold BI server, providing user details and updating security.

    Step 5: Pass the dashboard parameter and the URL filter parameter dynamically in the authorization endpoint, as detailed in the documentation.

    Step 6: Once completed, the multi-tab dashboard will be rendered as shown below.

    Appointment Planner Admin Dashboard
    Appointment Planner Admin Dashboard

    On the second tab, the dashboard emphasizes hospital doctors’ handling and monitoring of appointments.

    Doctor Appointment Planner Dashboard
    Doctor Appointment Planner Dashboard

    For more information, check this step-by-step guide on visualizing your data more appealingly.

    Start Embedding Powerful Analytics

    Try out all the features of Bold BI with 15-day free trial.

    I hope you have been enlightened and can carefully design and leverage the right tools to help you build a multi-tabbed dashboard maximizing your business efficiency for informed decisions to stay ahead in today’s data-driven world.

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