5-min Quickstart - Create a new dashboard and your first three widgets

This guide assumes this is your first time logging in to the Analytics portal as a Designer.

You’ll get comfortable with the interface, learn the basics of creating a new dashboard, add real widgets and charts, and learn how to find meaningful insights with downtime data!

Open

Create a New Dashboard

1. Go to portal.shoplogix.com and log in with your customer CEX credentials.
   
   

Open

Once logged in, you will see the SLX Analytics home page. From here, you can either load an existing dashboard (any dashboard that was shared with you), or you can create a new dashboard.

Let’s start from scratch and add a few widgets.

2. Click Create New Dashboard to generate a blank dashboard canvas.

3. Select the correct Data Source, and then title this dashboard “Starter Dashboard - <your name>” so we can keep track of it later. Click Create.

Add a Key Performance Indicator (KPI) Card

1. Let’s begin with a simple metric. Click Select Data, and then type in “OEE”.

    

2. Make sure “123” is selected, and then click Advanced Configuration.
   
   

   
   
   

3. Click the “123” to convert this number into a percentage, and then confirm your changes with the OK button.

    

   
   
   

4. Click Apply to apply your first widget to your dashboard.
   
   

Congratulations!
You just created your first Key Performance Indicator (KPI) Card and added it to your dashboard!

Let’s quickly add another KPI.

5. Select the “three dots” in the top-right corner of your KPI widget, and select Duplicate.

Your dashboard should now have two identical KPI cards:

6. Select the pencil icon beside the second KPI card to edit it.

7. Remove the existing metric (OEE) with the garbage can icon. Search for “Good Production” and add it.

8. In your “Secondary” panel, search for “Total Production” and add it.

Your screen should now show you Good production and Total Production in the same KPI:

Click Apply to save and go back to your dashboard.

Add a Trend Chart

Let’s add a trend chart of your scheduled downtime.

1. Select Add Widget, and then select Advanced Configuration.

2. Open the widget dropdown menu and select Line Chart. For your X-Axis, Add and select “Calendar DateTime”

3. Click the “Y” icon next to Calendar DateTime and change the intervals to Days.

4. In your Values panel, click Add, and then search and select “Scheduled Hours”

You should now have a Time-Series line chart that shows your scheduled downtime hours over the course of multiple days.

This doesn’t really show us much yet. Let’s add a widget filter.

Add a Widget Filter

1. In the same widget panel, click Add in your Widget Filters panel.

    

2. Search and select “ReasonState Name”

    

3. De-select every item here, and then search for and select a single Reason that you really care about (in this example, we will use “Changeover”).
   
   

    

    

   4. Click OK.
   
   Your line graph should re-render to only show the downtime durations for “Changeover” (or whichever ReasonState Name you selected in the previous step).
   
   

    

Add a Trendline

Let’s finish with a Linear Regression to determine if your Changeover durations are getting longer or shorter over the course of time.

1. Right-click on “Total Scheduled Hours” and select Duplicate.
   
   

    

   1. For this duplicated measure, Right-click it and select the Owl
      
      

       

   2. Select Trend

       

   3.  

      1. Make sure you have the correct variable set to determine the trend

      2. Select the Trend ‘type’ Linear vrs Logarithmic

      3. Select the toggle to activate the Trend line

      4. Please be patient. If you are using a formula, or a complicated data set it may take a moment for the trendline to appear.

          

          

Congratulations!
You just created your first Line Chart with a Linear Regression trend and added it to your dashboard!

Click Apply to save your widget to your dashboard.

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