This guide outlines the functionalities associated with the Analytics Functionality of Ascendix Search. Users can create separate, independent dashboards with the results of Ascendix Search to monitor key business metrics based on insights data.

Creating and Managing Dashboards

First, as an admin, you have to place the component Analytics on the flexipage. You can place it on your Home page or any other. 

2. Invalid AscendixID: If AscendixID is null, the dashboard component displays:
   “Invalid Ascendix ID. Please update the Ascendix ID in the Lightning App Builder.”
3.  Fill in the Ascendix ID with the Dashboard Name.
4. Click the Save button to apply changes.

Steps to Create a Dashboard

The Dashboard can be created either from the tab or from Ascendix Search. Let's explore those scenarios together!

Create a Dashboard from the tab:

1. Start typing the Ascendix Search Dashboard in the App Launcher.
2. Click the New button and fill in the fields:

• Dashboard Name: Provide a unique and descriptive name for your Dashboard.
• Ascendix ID: This identifier will be used to access the Dashboard within the Lightning App Builder.
• Access Level: Select either Public or Private to determine who can view this Dashboard.
• Description: Provide a concise summary of the information and insights available on this Dashboard.

3.  Click the Save button.
4.  Return to the flexipage and edit the Analytics component with Ascendix ID (1) . Then, hit the Save button to apply the changes (2).

Create a Dashboard from the Ascendix Search:

1. Create the search for which you want to create a chart. Below, I have added two charts based on the Deal records: Gross Fee Method summed by Company Net and Deal Stages. 
2. Create your charts and Save them.
3. Click the Add to Dashboard button.

4.  Select Create New if this is your first Dashboard: 

5. Fill in the fields:

• Dashboard Name: Provide a unique and descriptive name for your Dashboard.
• Ascendix ID: This identifier will be used to access the Dashboard within the Lightning App Builder.
• Access Level: Select either Public or Private to determine who can view this Dashboard.
• Description: Provide a concise summary of the information and insights available on this Dashboard.

5. If you have already created the Dashboard previously - Choose Existing.
6. Start typing the name of the Dashboard in the look-up field.
7. Hit the Save button to apply changes.

Dashboard Modes

• In Default mode, users can view the Dashboard and its widgets but cannot make changes.

• Name of the Dashboard: Shows the Dashboard's title.
• Description: Provides a brief overview of the Dashboard’s purpose.
• Refresh Icon: Allows users to refresh the data displayed.
• Pencil Icon: Used to switch to Edit mode.
• Widget Display: Each widget features a "View Results" option. Clicking "View Results" redirects to the appropriate Search Results page.*

* - The checkbox Displays search results when Ascendix Search loads in Ascendix Search Setup is checked.

• Users can customize their Dashboard by adding, editing, or removing widgets in Edit Mode.

• Entering Edit Mode: Click the Edit icon (pencil) to switch to Edit mode.
• Customizing Dashboard: In Edit mode, widgets are visibly aligned up to a maximum of 6.
• If there are fewer than six widgets, empty slots display a "+Add a chart" option.
• Each widget shows: An edit icon (pencil) for customization.
• An "X" icon for removal: Clicking the "X" icon removes the widget immediately.
• Saving Changes: Click the "Save" button to add a chart to the Dashboards.

Add a Chart to the Ascendix Search Dashboard:

1. Click the + Add Chart button to open the New Chart modal window.

• Select the following the Object from the Object Name dropdown.
•  Select Search: Use the dropdown to select  Saved Searches/List Views.
• Chart View: Select the options available
• Function: Select the option available.

2.  Click the Save button to add a chart.

Visibility Settings

Admins can create new Dashboards and specify their access levels, ensuring proper permissions and access control.

Public Access: Only the admin can edit the Dashboard. Everyone can see shared charts.
Personal Access: Any user can add up tp 6 charts to the personal Dashboard.