Creating New Dashboard Dimensions

Take Note

This overview explains how to create new Dimensions on IMS Dashboards.

IMS allows you to create Custom Dashboards to suit your needs and preferences. These Dashboards can contain multiple Sections and Elements that provide an overview of the reports and metrics that matter most to you. Each Element displays a specific set of data based on the section's specified source. When creating a new Custom Dashboard or editing an existing Dashboard in IMS, you can specify which data you want to visualize in the Elements by selecting Dimensions. These Dimensions are used to categorize and segment data to be displayed in the Dashboards.

There are two ways to create new Dimensions when creating or editing Dashboard Elements:

1. By using existing IMS Fields to create new Categories. A Category bundles values into different buckets/ranges. The values are based on the Dimensions i.e. Fields or Expressions. These buckets or ranges can be named High, Medium, or Low and then be used as a Dimension.

2. By creating Expressions to generate new Dimension values based on the existing data. An Expression is a calculated value based on one or more Fields in the source. The calculated value can be used directly as a Dimension or be used in a Category.

Creating a new Discipline Category

To create a New Category:

• Add an Element to a Section on the Dashboard or Edit an existing one.

• In the Element pop-up window, click the f(x) on the left of the Dimensions drop-down menu.

• Fill in the Title of the Dimension.

• From the Field drop-down menu select the IMS Field you want to visualize on the Dashboard.

• From the drop-down menu, select the Operator.

• Enter a value or click on the Magnifying glass, select a value from the list, and click OK.

• In the THEN field, enter the name of the Case of the Category.

• Click Save.

Creating new Discipline Category Cases

Categories can have several different Cases.

To add a new Case to a Category:

• Click on + Add Case.

• Fill in the data.

• Click Save.

Creating new Discipline Expressions

To create an Expression:

• On the Element pop-up  window, click the f(x) on the left of the Dimensions drop-down menu.

• Click the Plus button in the Available Expressions on source section.

• Enter the Title of the Expression.

• From the Functions drop-down menu, select a desired function.

• Use the the available drop-down menus to further specify the Expression. Note: The available Fields will depend on the value selected in the FUNCTIONS menu.

• Click + Insert Function.

  

• Click Save.