Morgan Patou

M-Files BD – Putting it together with the Visual Designer

After several posts of theory, it’s time to build something. In this post, I will walk you through a Visual Designer tutorial to create a complete Contracts dashboard on the M-Files Sample Vault. Therefore, no JSON editing is required(…)

M-Files BD – The Admin part

So far in this series I have covered what an end user sees, the anatomy of a dashboard definition, the seven widget types (scalar,(…)

M-Files BD – Aggregations, reducers and series

In the previous post, I walked through the query side of the dashboard JSON: objectType, class, filters, date tokens. What I deliberately left out was the aggregation block, because it deserves its own post.

M-Files BD – Queries: objectType, class, filters, date tokens

In the previous posts of this series, I covered the anatomy of a dashboard definition and the seven widget types (KPI & gauge, line & area,(…)

M-Files BD – Distribution and tabular widgets: donut, bar, table

This is the third and final widget post of the series. The previous two covered scalar widgets (Post 4a) and trend widgets (Post 4b). What is left is the distribution and(…)

M-Files BD – Trend widgets: line and area

This is the second widget post of the series, focused on the two trend widgets: line and area. The previous one covered scalar widgets (Post 4a). Since these two widgets are closely related, it(…)

M-Files BD – Scalar widgets: kpiNumber and gauge

This is the first widget-specific post of the series. As a reminder, the previous post mapped the anatomy of a dashboard definition. From here on, I go widget by widget. I have grouped the seven(…)

M-Files BD – Anatomy of a dashboard definition

In the previous post, I walked through what an end user sees when they open the Business Dashboard pane in M-Files. From this post on, the audience shifts more towards the administrator’s side, looking(…)

M-Files BD – End-user experience

In the first post of this series, I introduced the Business Dashboard module I built, over the past few weeks, for M-Files. This second post is for the end user: what does it actually(…)

M-Files – Introducing the Business Dashboard module

Some time ago, a customer asked whether it was possible, in M-Files, to have dashboards with KPIs and a global overview of what was happening in their vault. It was a topic I had in my radar for a(…)