Creating a New Advanced Dashboard

Building a dashboard in Accelerate allows you to organize, visualize, and share important safety data across your organization. This guide walks you through starting with a prebuilt dashboard, adding new elements, customizing your charts, and saving your work. 

Starting with a Prebuilt Dashboard 

To create a new dashboard: 

1. 1. Go to Platform > Advanced Dashboards. 
   2. Select the folder icon in the bottom-left corner. 
   3. Open an existing dashboard that’s close to what you need. 
   4. Select Save As in the bottom-right corner. 
   5. Give your new dashboard a name and save it under My Documents or a preferred folder. 

Starting with a prebuilt dashboard allows you to quickly customize existing elements and layouts rather than building entirely from scratch. 

Adding Elements 

You can add new data elements like tables, charts, or pivot tables to your dashboard. 

To add an element: 

1. 1. Select Add New Element at the bottom of this page while in Edit mode. 
   2. Under Data Elements, choose the type of element you want to add: 
      • Table 
      • Chart 
      • Pivot Table
   3. Review available data sources: 
      • Search for a data source. 
      • Browse Elements from the current dashboard. 
      • Browse Tables and Defaults from your Workspaces.
   4. (Optional) Hover over a data source and select Preview to view columns and sample values.
   5. Select a data source to add it to your dashboard. 

After you add an element, the Editor Panel will open automatically to help you configure it. 

Configuring Elements (Element Properties) 

Each element you add needs some basic setup in the Element Properties Panel. 

Here, you define how your data should behave and display. 

Key properties include: 

• • Chart Type: Choose how your data will be visualized (Bar, Line, Area, Scatter, etc.). 
  • Source Columns: Assign columns to your axes, values, and groupings. 
  • Metrics: Select or configure calculations like counts, averages, or sums. 
  • Categories and Axis Settings: Define how your data points are grouped and labeled. 
  • Tooltips: Customize the hover-over details shown for charts. 
  • Data Aggregations: Adjust how your data is summarized (such as totals or averages). 
  • Chart Orientation and Stacking: Modify the layout for multi-series charts if needed.

The properties available will depend on the type of element you are building. 

Formatting Elements (Element Formatting) 

Once the data structure is configured, you can format the element’s appearance using the Element Format Panel. 

Formatting options include: 

• • Chart Titles: Edit title text, size, and alignment. 
  • Backgrounds: Set background colors or styles for the chart area. 
  • Axes: Format labels, scale, and grid lines. 
  • Legends: Customize legend placement and labeling. 
  • Data Labels: Display or hide labels directly on charts. 
  • Reference Marks and Trend Lines: Add optional visual indicators for targets or trends.

Good formatting makes your dashboard easier to read and interpret at a glance. 

Saving Your Dashboard 

Once you have finished adding and customizing elements: 

1. Select Save to update your dashboard. 
2. Or, if you want to keep a copy without overwriting the current dashboard, select Save As again. 

Saved dashboards will appear in My Documents, under Recent, or wherever you chose to store them.