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Whiteboard Guide

This article is a guide through all the functions on the whiteboard.

๐Ÿ“˜ Instructions

Create a Whiteboard

Select the โ€œ+โ€ button at the bottom of the screen

Select Create new page

Select Whiteboard

Once the whiteboard has loaded press the Edit Icon as highlighted in the image

The Buttons

From left to right

  • Cursor

    • Must be selected to move and select any elements on the whiteboard

  • Eraser

    • Click on elements in the whiteboard to remove it

  • Lines

    • User can select a line with or without an arrow and draw it on the whiteboard

  • Widget Menu

    • Where users can drag and drop widgets such as charts and tables into the whiteboard

  • Text

    • Users can input a text box and text can be edited by highlighting the text while the cursor is selected

  • Shapes

    • Users can select a shape to draw

  • Enable/Disable Gridlines

  • Magnification

  • Save

    • There is autosave but users should remind themselves to save their work periodically

  • Enable/Disable Editing

  • Share

Widgets

To configure a widget

  • Open the widget menu

  • Drag and drop a widget e.g. a pie chart

  • Select the chart with the cursor

  • Select the settings icon to configure the chart

Building a Dashboard

With the tools above build a simple dashboard that can tell a bit more about the dataset.

Number of cases

Starting with a simple question - how big is the dataset?

To see the above figure:

  1. Open the widgets menu

  2. Drag the statistics widget onto the whiteboards

  3. Select a KPI for the widget and configure the title and unit

For KPIs click the plus icon next to the box to configure

Table

What if we want to see multiple summary statistics at once? Then we use a table

To achieve this:

  1. Open the widget menu

  2. drag the simple data table into the whiteboard

Bar chart

Lets see what are the most common activities

To do this:

  1. Drag the Bar chart widget from the menu onto the whiteboard

  2. Configure the bar chart

Always check the limit rows section and adjust the value accordingly. If the widget appears to be missing information this might be why.

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