Using dashboard scenarios

If your dashboard has a typical what-if scenario setup with a number of variables, it would be a nice option for the dashboard user to save a scenario with some particular settings to be reviewed or compared later. The Local Scenario Button component delivers this functionality.

Getting ready

Create a new dashboard file.

How to do it...

  1. Drag a Vertical Slider component into the canvas.
  2. Drag a Local Scenario Button component from the Other category into the canvas.
  3. Hit the Preview button.
  4. Set the slider value to 50.
  5. Now click on the Scenario button. A menu with four new buttons will appear. Click on the Save button and name it Scenario 1 as shown in the following screenshot:
    How to do it...
  6. Set the slider to value 75 and click on the Scenario button again.
  7. Click on the Load button and select the scenario you just saved. The value of the slider will now be set to 50.

How it works...

The Local Scenario Button component enables the user of a dashboard to save the exact state a dashboard is in at that moment, including all the variables the user has set. These scenarios are saved locally on the user's computer. This means that if you open the dashboard on another computer these saved scenarios cannot be loaded!

With the Delete button, the user can delete previously saved scenarios and with the Set Default button, a default scenario can be chosen, which will be loaded when the dashboard is opened.

There's more...

If the dashboard user wants to return to the initial state of the dashboard, they can close the dashboard and reopen it. Using the Reset button component for this task is a better option. The Reset button does exactly what its name says; it resets the entire dashboard to its initial state when clicked upon:

There's more...
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