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Dashboards (NEO)

A
Written by Alex Salb
Updated over a year ago

Introduction

A Dashboard is a visualization tool that displays important data through various charts and graphs, providing an overview of key metrics in architect. A good comparison is checking a car’s gauges, it is a good way to determine the health of a car. In our case, it is used to find the health of the supply chain when differing scenarios are run.

Gains’ will provide three important dashboards that is catered to your data:

  • Cost Analysis

  • Scenario Analysis

  • Base Scenario Validation

In these dashboards, we can utilize filters like specific output scenarios, distribution centers, customer sites, and products to simplify the process of identifying flaws in your supply chain

To view these created dashboards:

  • Select Dashboards in the left pane

  • You will see the three dashboards that were built on your data

You will find multiple charts in these Dashboards

To filter the charts:

  • Select the drop down for the following constraint types

    • Output Scenario

    • Servicing Site (Distribution Center)

    • Demand Product

    • Customer (Site)

    • Base Scenario

  • Now you can choose one or multiple options in each constraint type to filter your data which will be reflected in the charts

Instructional Guide

Exercise: Product Outflows from each Distribution Center

General Overview:

What would you do if you wanted to see which products were most popular in terms of outflow from each Distribution Center?

We can create charts to show many different constraints. Charts can be stored together to make up a Dashboard.

In this exercise we will create a dashboard based on an output scenario. It will show outflows of different products coming from the various distribution centers.

Creating a Dashboard

  • After you have logged into Gains Architect, click on Dashboards in the left pane

  • Select + Create New Dashboard

  • In the top right corner of the screen select + Visualization

  • From there select the option All Flows and Costs

Explaining the Different Sections

Now you are presented with several options to format dashboards

  • Label: This represents the categories that are being compared.

  • Values: Numerical data points that are displayed in the visualization. This is the quantitative information that is being analyzed.

  • Category: Distinct classification of datapoints within each category from the label section. It is used to organize related data points together for comparative analysis.

  • Data Filters: Features that allow users to apply specific constraints. By using data filters, users can manipulate and control the displayed data to gain deeper insights and make more informed decisions

Dragging Fields to Sections

Now you can begin to drag Fields to the different Sections

  • Fields are on the very left of the screen and the Sections are to the right of the Fields

But first we should change our Title

  1. Rename the Title: Freeform Text Title

    1. “Outbound Flows by Product from each Origin”

  2. Drag OriginSite field to the Label section

  3. Drag Flow to the Values section

  4. Drag Product to the Category section

  5. Drag FlowType to the Data Filters section

Filtering Out Unnecessary Flows

  • After dragging FlowType to the Data Filters section, it will prompt you to select a rule that it will filter by

  1. Click the option Select a Rule

  2. Click the option Select Values

  3. Unselect the All option

  4. Select CUS (customer flows)

  5. Select Create Filter

Selecting Desired Output Scenario

  • Click on Add Visualization Filter + and select OutputScenario

  • We will connect this filter to the dashboard filter later on

  • Select the created OutputScenario dropdown

  • Make sure that All is selected

  • Select Apply

Changing the Chart Type

  • Now we will change the chart type

  • Click Column (it was defaulted to this option)

  • Now, select Stacked Bar

  • Now we have changed the chart type from columns to stacked bars

Sorting the Data

  • Click on Flow under the Values section

  • Next, click on the Sorting dropdown

  • Select Ascending

  • Select Update Field to save changes

Saving the Chart

  • Notice that the bar chart is now in ascending order

  • We have successfully created a chart that shows Outbound Flows by Product from each Origin Site/ Distribution Center

  • Make sure to hit the Check Mark in the top right corner to save your changes

  • This will save the chart to the dashboard

Adding a Dashboard Filter

  • Select Add Filter +

  • Now, select Add Dashboard Filter

  • Click on “Select a field

  • Now, select OutputScenario from the drop-down list

  • Select Connect

  • Select Create Filter

Applying the Dashboard Filter

  • Select the OutputScenario drop-down

  • Unselect All

  • Choose the output scenario(s) that you would like to test

    • We will do Pick 2 new DC

  • Select Apply

  • Now you can compare the Product Outflows for each Distribution Center among different output scenarios

    • After the Dashboard has been saved, edit the Dashboard

      • Then, simply select the Output Scenario to view data for that specific Output Scenario

      • More importantly, you can select multiple Output Scenarios to compare

Saving the Dashboard

  • To save the Dashboard, make sure you select the Check Mark again

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