Charts & Dashboards
Transcript of Charts & Dashboards
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Allscripts AnalyticsCharts & Dashboards
June 2011
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Submit questions during the webcast
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• Overview of Charts
• Creating a Chart
• Best Practices
• Overview of Precision Access Center
• Setting up Access Center
• Adding Objects
• Best Practices
Agenda
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• Accessible from the Ad Hoc tab of Precision.BI
Overview of Charts
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• A range of chart types is available
• Fully customizable axes, crosstabs, and formatting
• Usable in other parts of Analytics
• Can be exported to PDF, Excel, or Word
Overview of Charts
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• Select data fields for X and Y axes
• Define search
How to Create a Chart
Three useful tools:
• Chart toolbar
• Annotation toolbar
• Slice
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• Keep it simple
• Remember who the final audience is
• Not everyone is familiar with the data and layout
• Labels and titles
• ABC – Always Be Clear
• Keep the appropriate legends and labels
• Naming conventions
• Charts can be used multiple times
Best Practices for Charts
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• Goal: Instant access to current data for non-Analytics users
• Two components: Dashboard and Object Pane
• Users can include reports, charts, and crosstabs
Overview of Precision Access Center
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Overview of Precision Access Center
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• Level 1: Access Center Object
• Precision Access Center (PAC) Object: where Dashboard tabs and Object
Pane categories can be customized
• Level 2: Dashboard and Object Pane
• Tabs can be added to the Dashboard
• Categories can be added to the Object Pane
• Level 3: Objects are then added to Dashboard tabs and Object Panes
• Icons and menu can be used to navigate through Analytics
Overview of Precision Access Center
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Setting Up Access Center
User can open existing PAC or create a new one
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Setting Up Access Center
Use the ‘PAC Setup’ icon to create or modify a PAC• Object Pane categories• Dashboard tabs
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Adding Objects to the Object Pane
Select ‘Add Item’ in the PAC Setup screen
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Adding Objects to the Dashboard
Dashboards use Design View for adding items
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Adding Objects to the Dashboard
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• Divide up content by specialty
• Object Panes and Dashboards exist for a reason – use them!
• Allows users to find specific content more easily
• Labels and titles
• ABC – Always Be Clear
• Use labels to identify and describe the object
• Naming conventions
• Save Dashboards/Object Panes or PACs for individuals or user
groups by name
Best Practices for Access Center
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• Charts
• Overview
• Creating a Chart
• Options and formatting
• Access Center
• Overview and usage
• Creating a PAC
• Adding objects
Summary
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Questions
At this time, we will review the questions
submitted prior to and during the webinar.
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Thank you for joining us today. For additional assistance….
You can contact us through our website at
www.galenhealthcare.com