Creating and Modifying Applied Epic Dashboards with Asset Builder
After exploring what Applied Epic Dashboards has to offer, you might wonder if you can modify or create your own. After all, once you start finding answers to your initial questions, you may find yourself asking even more questions. You might also just want to modify one element of a default Dashboard to see a bigger picture from the data. Fortunately, you can adjust and create your own Dashboards with Asset Builder!
In this blog, we discuss Asset Builder at a high level: from how to access this feature, to how to begin to modify or create your own Dashboards.
A General Note about Applied Epic Dashboards
Access to Epic Dashboards is available with the Premium and Professional packages, or if you have an Applied Analytics license. If you have a Pro/Premium bundle, anyone with an Applied Community Login can opt-in to request access. For more details, refer to our Applied Epic Dashboards Introduction blog.
Assigning the Asset Builder License
Each agency that uses Applied Epic is equipped with one Asset Builder license. If you are part of a large agency, you may have additional licenses.
To see the number of licenses your agency has and to which user(s) the licenses have been assigned to, navigate to Configure > Security > Logins. Select a user (that is not logged into your database) and click the Edit button. In the Dashboards Access section, click the hyperlink that reads Asset Builder License Management:
To assign the Asset Builder license to a user (provided it is not already assigned to someone), simply select Asset Builder from the dropdown menu.
Modifying an Existing Dashboard with Asset Builder
Often users enjoy the Dashboards available to them. But sometimes with one little tweak, it would serve their goals even better.
If this is the case, hover over the compass icon in the top right corner of the tile (formally called a “Look”) to open the Explore screen. We will dive into how to navigate the Explore screen shortly.
Creating a Dashboard from Scratch
Click the Create button in the top right corner of a Dashboard screen. Then, select the type of data to open in the Explore screen.
Asset Builder's Explore Screen: Field Selector
The Explore screen is where you build the tile (the “Look”). It’s like a combination of Criteria and Layout Builder in the Reports/Marketing section.
The left-hand side navigation column lists all fields available in that section of data. Much like Epic Reports, data is grouped by where the field is found in Epic (information at the Client or Policy level, etc.). Expand each data section to see the fields available.
In addition, available data points come in the form of Dimensions (the Epic data fields like Policy Effective Date, etc.) and pre-loaded Measures (calculated fields provided by Applied such as Averages and Totals). For visual reference, Dimensions are featured in black font color, while Measures are featured in a brown font color.
Because the amount of information available can be overwhelming, Applied has given a couple of shortcuts. In the list of data, instead of seeing All Fields, users can switch to the “In Use” tab to see data that is already in use in the tile.
Finally, at the very top of the navigation is a Search bar to quickly find the field you need.
The Explore Screen: Main Section
The main section of the Explore Screen is where you build a tile. There are three main sections: Filters, Visualization, and Data.
- Filters: Where the data is filtered/limited, like using the Modify Criteria section of Epic Reports
- Visualization: Where the tile is previewed and customized
- Data: Where the fields are selected and arranged for the Visualization
Data Section
Start from the Data section and add fields to the tile. Simply single click the name of the desired field on the left to add it to Data. Single click again to remove it. Notice there are icons next to the field name. You can Pivot data, Filter by field (adds the field to the Filters section), see Info (gives a detailed description of the field/data), Aggregate, and Group fields.
The goal is to create a “spreadsheet” of your data.
Filters Section
As you are adding Data, use the Filters section to limit your results. In the example screenshot above, when we first added “Line Employee Name”, our results returned inactive employees. Add the “Is Active Servicing Employee (Yes/No)” Dimension to the Filters section to choose only active employees:
Be sure to click the Run button in the top left corner to refresh the data.
Visualization Section
Use this section to create the type of visualization or view that you would like to see the information. The default is a bar graph:
Use the buttons on the Visualization bar to change the look of the tile.
Use the Edit button to customize the chart by changing the color palette, toggling between a legend vs. data labels, and more.
Saving Your Dashboard Creation
Click the gear icon next to the Run button to save your tile. Your tile must be saved to a new or existing Dashboard. It cannot be saved to the default Dashboards.
For new Dashboards, save to My folder if you are still working on it. If it is ready to be shared with other users, save it to Group > My Organization.
In this example, we created a new Dashboard called Client Count per Employee with one tile.
Finally, users can access it by using the Dashboard Menu:
Taking Your Applied Epic Dashboards to the Next Level
We hope these Applied Epic Dashboards blogs have been helpful to you and your agency! Look out for our upcoming Applied Epic Dashboards eBook, which will combine all seven blogs into one downloadable PDF.
If you have any questions about Applied Epic Dashboards (or any other Applied Epic questions), reach out to our team! From Applied Epic optimizations and workflow development, to accounting and bookkeeping services, our team has the depth and breadth of experience needed to help your agency reach greater levels of success.
Jenny Honican
Agency Consultant
Kite Technology Group
