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Dashboard

Recipes

Important: To customize your Dashboard with recipes, you'll need to have a good working understanding of SQL and be comfortable editing SQL inside the tools provided by Microsoft. Proceed with caution.

There are a significant number of in-app routing options to help your users navigate your app from the Dashboard, and we've designed it to be editable using SQL. This way, you have the power to use any information in MinistryPlatform to generate your recipes.

Create Recipes

  1. Determine what content you'd like to share on your Dashboard. Events, Opportunities, and Sermons are all great options, but don't be afraid to get creative!
  2. Determine who should see that content. It could be specific to a congregation, age group, gender, or any combination.
  3. Create your App links.
  4. Test your Dashboard.
  5. Share your Dashboard with its intended audience.
  6. Repeat these steps as needed.

Testing Recipes

Important: Anytime you alter your Dashboard, it's possible to create a situation where it may fail to load. We recommend you make a backup of the existing SQL before you start working on a new recipe. Always test the dashboard before considering your task complete!

When you're ready to test your Dashboard recipe, create a testing block and make it visible to your testing team. A testing block includes:

  • A conditional statement specifying the user IDs that should see this testing block (for example, the SPoCs on your team).
  • Optional overrides for specific demographic data.
    Note: To avoid exposing internal database structure, the actual query that would be used to identify demographic information will not be shared here. Please refer to the actual database schema to build your demographic data.
  • The actual dashboard recipe.

Image displaying example SQL code for a recipe.

Once your recipe is working and the dashboard displays properly, you're ready to enable this new recipe. To do that, remove the UserID restrictions and any Variable Overrides you've added.

Image displaying the example SQL code without the UserID restrictions and Variable Overrides.

Tip: Keep a "testing section" in your Dashboard at all times so you can test a recipe whenever inspiration strikes.
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Last updated: November 26, 2024