Advancement Dataset Dashboard

It is possible to display high level information about any given dataset and its related attributes on the dashboard tab.

Additionally, dataset row queries can be created and embedded on the dashboard or a custom tab to dynamically display a list of related records. Common examples of dataset row queries include:

  • Donors to the fund/company
  • Gifts that make up the fund/company
  • Pledges toward the fund/company
  • Employees of the company

Read this article for more information on how to configure embedded dataset row queries.



Named Space Photo Display


It is possible to display a Photo of a Named Space on a record's Dashboard that has been added as a material. This can be achieved by creating a Dashboard Query with a specific export configuration.

In your Dashboard Query you'll configure a Subquery Export that will return an image that was uploaded as a material to the record. In our example we've named this "images":


This Subquery Export will be a Dependent subquery with an output of Dictionary. In this Subquery Export you'll want to make a join to Materials so you can export the GUID and memo from the Materials table. Make sure to adjust these export names to be lowercase and computer friendly. 


Next within this the images Subquery Export you'll add a nested Subquery Export. In our example we've named this "stream":


For this nested Subquery Export you'll configure the output to Formula and add a Literal export of [stream] which you will also place in the Formula section:
Click Save.   
Next you'll go back to the "images" Subquery Export to add filtering for the Material name to ensure only the Photo material(s) are returned and displayed. This can be achieved by making a join from Materials to Lookup Material and then filtering for a specific material name which in this case will be Plaque Photo: 

After this step you'll move on to actually configuring the Dashboard. Further details on how to do so can be found here:

To add your image to the Dashboard, you'll utilize Liquid Looping with your "images" Dictionary export. When you use Liquid Looping with a Dictionary export, the name of the export is the "node" that you'll reference in the loop: {% for item in dictionary_export_name %} ​In this case, this "node" is images. 

Any exports that you added within the Dictionary export will be referenced re-pending each merge field with the variable that you've selected in your Liquid Loop (whatever comes directly after "for"). This can be any word you choose - in our example we used "item" whenever possible for consistency's sake.  Inside the Liquid Looping you'll also utilize some HTML in order to create the reference for the image to display. All of this will come together like so:

{% for item in images %}
    <div style="float: left;width: 220px;">
    <a href="/manage/lookup/material?id={{item.guid}}&amp;cmd=display" target="_blank">
<img src="/manage/database/acquire?cmd=tile&amp;id={{}}
&amp;pg=0&amp;z=14" width="200px" /></a>
<br />
    {% endfor %}
As long as you've utilized the same names for your exports as we have, you can take the above example and place it in the source of your Dashboard:

Once in place, the image uploaded as a material to the record will display.

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