Introduction
Creating a turbo dashboard begins with creating a copy of the dashboard (the steps you’ve just completed*). It is also only available for specific dashboards. It might be helpful to understand what the next steps are achieving:
- Creating a copy of the GHC master dashboards allows you to modify the data sources to feed into an extraction tool (like a super cache).
- Creating a copy of that copy will then draw upon that extraction tool automatically so that there is a fully cached set of data available for rapid querying.
These are beta release instructions. They will be improved with a video walk through soon enough. Expect this setup to take 15minutes but it’s worth it and won’t need to be redone very often at all.
Hold on tight… here we go…
* You must have a toolkit version that is at or after v20210902
1. Prepare Local Copy
The next 4 steps create 4 new data extraction sources that will act as the basis for the turbo dashboard. Each of these 4 steps are similar and have about 10 substeps each.
1.1 Modify People Source
In edit mode go to Resource > Manage Added Data Sources to reveal each data source that drives the dashboard.
1. For ‘Elvanto API People’ click make reusable
2. Click ADD A DATA SOURCE
At the bottom of the Data Sources table
3. Select Extract Data
4. Select ‘Elvanto API People’.
If it doesn’t appear refresh browser window. This can take several minutes sometimes to be visible in this list.
5. Add the following 25 fields as dimensions (drag “Available field” into “Add dimension”).
Be sure to add field at the bottom and not on top of other fields. Unless you hold field over other fields for 3 seconds (when a space is then created to add a field) it will replace another field instead of adding it.
archived
category
category_archive
category_color
date_added
demographic
demographics
department
departments
domain
group
group_category
group_position
group_url
location
locations
member_id
person
person_group_categories
person_groups
person_url
position
positions
sub_department
volunteer
6. Turn on Auto Update
Set Start near to the current time (defaults to date being next day and that is fine), and
Click SAVE AND EXTRACT
7. When complete, click ADD TO REPORT
Note that this will take you back to edit dashboard screen.
Go back to Resources menu, Manage Added Data Sources
8. Edit the name of this source:
- Edit Extract Data (simply click on title in top left and re-label)
- Update Name to ‘Extract Data People‘
- Click Done. Note that sometimes it doesn’t update name in Data Source list. Refresh if needed.
9. For ‘Extract Data People’, click “Make Reusable”
This will make this source usable as basis for Turbo copy
10. Click Close
This will again take you back to the edit dashboard screen
1.2 Modify Service Volunteers
In edit mode go to Resource > Manage Added Data Sources to reveal each data source that drives the dashboard.
1. For ‘Elvanto API Services Volunteers’ click make Reusable
2. Click ADD A DATA SOURCE
At the bottom of the Data Sources table
3. Select Extract Data
4. Select ‘Elvanto API Services Volunteers’.
If it doesn’t appear refresh browser window. This can take several minutes sometimes to be visible in this list.
5. Add the following 9 fields as dimensions (drag “Available field” into “Add dimension”).
Be sure to add field at the bottom and not on top of other fields. Unless you hold field over other fields for 3 seconds (when a space is then created to add a field) it will replace another field instead of adding it.
date
department
member_id
person
person_pattern
position
service
service_time_id
sub_department
6. Set (Click on) Date Range
7. Select Advanced at the bottom of the dropdown list (click top right where it probably says ‘Last 28 days’)
Start Minus 8 Weeks (Starts on Monday)
End Minus 1 Weeks (Starts on Monday)
APPLY
8. Turn on Auto Update,
Set Start near to the current time (defaults to date being next day and that is fine), and
Click SAVE AND EXTRACT
9. When complete, click ADD TO REPORT
Note that this will take you back to edit dashboard screen.
Go back to Resources menu, Manage Added Data Sources
10. Edit the name of this source:
- Edit Extract Data (simply click on title in top left and re-label)
- Update Name to ‘Extract Data Services Volunteers‘
- Click Done. Note that sometimes it doesn’t update name in Data Source list. Refresh if needed.
9. For ‘Extract Data Services Volunteers’, click “Make Reusable”
This will make this source usable as basis for Turbo copy
10. Click Close
This will again take you back to the edit dashboard screen
1.3 Modify Service Attendance
In edit mode go to Resource > Manage Added Data Sources to reveal each data source that drives the dashboard.
1. For ‘Elvanto API Report of Service Individual Attendance’ click make reusable
2. Click ADD A DATA SOURCE
At the bottom of the Data Sources table
3. Select Extract Data
4. Select ‘Elvanto API People’.
If it doesn’t appear refresh browser window. This can take several minutes sometimes to be visible in this list.
5. Add the following 13 fields as dimensions (drag “Available field” into “Add dimension”).
Be sure to add field at the bottom and not on top of other fields. Unless you hold field over other fields for 3 seconds (when a space is then created to add a field) it will replace another field instead of adding it.
_PersonWeekAttended
_PersonAttended
_ServiceWeekAttedned
Date Added
Member ID
Name
Pattern Weekly
personid
Preferred Name
Service Date
Service Name
Service Week
Weeks Ago Attended
6. Turn on Auto Update
Set Start near to the current time (defaults to date being next day and that is fine), and
Click SAVE AND EXTRACT
7. When complete, click ADD TO REPORT
Note that this will take you back to edit dashboard screen.
Go back to Resources menu, Manage Added Data Sources
8. Edit the name of this source:
- Edit Extract Data (simply click on title in top left and re-label)
- Update Name to ‘Extract Data Service Attendance‘
- Click Done. Note that sometimes it doesn’t update name in Data Source list. Refresh if needed.
9. For ‘Extract Data Service Attendance‘, click “Make Reusable”
This will make this source usable as basis for Turbo copy
10. Click Close
This will again take you back to the edit dashboard screen
1.4 Modify Group Attendance
In edit mode go to Resource > Manage Added Data Sources to reveal each data source that drives the dashboard.
1. For ‘Elvanto API Report of Group Individual Attendance’ click make reusable
2. Click ADD A DATA SOURCE
At the bottom of the Data Sources table
3. Select Extract Data
4. Select ‘Elvanto API Report of Group Individual Attendance’.
If it doesn’t appear refresh browser window. This can take several minutes sometimes to be visible in this list.
5. Add the following 10 fields as dimensions (drag “Available field” into “Add dimension”).
Be sure to add field at the bottom and not on top of other fields. Unless you hold field over other fields for 3 seconds (when a space is then created to add a field) it will replace another field instead of adding it.
_PersonAttended
_PersonWeekAttended
_ServiceWeekAttended
Member ID
Name
Pattern Weekly
personid
Service
Service Date
Service Week
6. Turn on Auto Update
Set Start near to the current time (defaults to date being next day and that is fine), and
Click SAVE AND EXTRACT
7. When complete, click ADD TO REPORT
Note that this will take you back to edit dashboard screen.
Go back to Resources menu, Manage Added Data Sources
8. Edit the name of this source:
- Edit Extract Data (simply click on title in top left and re-label)
- Update Name to ‘Extract Data Group Attendance‘
- Click Done. Note that sometimes it doesn’t update name in Data Source list. Refresh if needed.
9. For ‘Extract Data Group Attendance‘, click “Make Reusable”
This will make this source usable as basis for Turbo copy
10. Click Close
This will again take you back to the edit dashboard screen
2. Make Turbo Copy
1. Make a copy of the the copy you’ve been working in last 4 steps
2. Select each new data source (noting that it scrolls down)
Original Data Source | New Data Source |
Elvanto API People | Extract Data People |
Elvanto API Services Volunteers | Extract Data Services Volunteers |
Elvanto API Report of Service Individual Attendance | Extract Data Service Attendance |
Elvanto API Report of Group Individual Attendance | Extract Data Group Attendance |
3. Another copy of the dashboard will open up
This is the turbo copy and should load quite quickly.
If it loads without errors then you’ve done this setup correctly. Proceed to next screen to save the turbo link
If you see errors then open this toggle.