Getting Started with Dashboards
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      How to create alias values - KPI Dashboards

      This article will show you how to create alias values in your KPI Dashboard

      Why create alias values in your KPI Dashboard?

      Creating alias values in a KPI dashboard helps make data labels clearer, more user-friendly, and consistent. This improves readability, enhances user experience, and reduces the risk of misinterpretation.

      Before We Get Started

      Take Note:

      • An Alias will not change the name of the label in the legenda of the graph.

      • In order to ad an Alias value a dashboard with atleast one widget is needed.

      • Alias value's can represent words, numbers or letters in a graph. Depending on what the Data in the graph displays.

      Implementing an Alias value  Line in a graph

       

       

      Step 1: Sign in to the Capptions Direct web portal

      Sign in to your Capptions Direct account using the link

      Step 2: Select an organization

      Click on the drop-down arrow in the top left-hand corner and select the organization you would like to add an Alias value to your graph to.

      Step 3: Click on Templates

      You will immediately land on the form template listing page.

      Step 4: Click on the Dashboards tab

      Click on the Dashboards tab to create and edit dashboard in your organization.

      Step 5: Click on the Edit menu (3 Dots) on the right side of the dashboard

      5.1 If you do not have a dashboard yet, see our article on making your first dashboard.
      5.2 If you already have a dashboard, navigate to your dashboard and click on the edit menu (3 Dots) on the right side of the dashboard to edit your dashboard. 

      Step 6: Click the graph you want to add an Alias value to.

      6.1 Navigate to the graph you want to add the Alias value to.
      6.2 Now click on it to start editing the widget.

      Step 7: Switch on the Legenda Itemsoption.

      7.1 Scroll down to the bottom of the widget editor to reveal more settings for your graph.
      7.2 Then click on the Legenda Items switch to turn it on.

      Step 8: Give the Label(s) an Alias

      Give each Label an Alias which corresponds with the answer you want to connect it to.

      Step 9 (Optional): Change the color of your Label:

      You can choose to change the color of your Label by:

      9.1 Clicking on the square next to the Label text box.
      9.2 Then choosing a color and shade for  your Label.

      Step 10 (Optional): (Re)organise the Labels:

      You can choose to (re)organise the labels to your liking. Whether you want certain items that are now in a the last bar to be first, or change the rotation up entirely.

      Step 11: Click submit to save your changes
      Click submit at the bottom right of the widget editor to save the changes you have made to the graph.

       

      And that's how easy it is!

      We hope this article is helpful in adding an Alias value to your graph. If you have any questions or concerns, please do not hesitate to contact our customers support team at support@capptions.direct

      Thank you for choosing Capptions Direct as your EHS Management Software, We look forward to helping you make your workplace safer and more efficient!