Dashboards

You can create dashboards if your role has create permissions for dashboards. (See Object Permissions to determine your permissions.) If your role has edit permissions, you can publish the dashboards that you create to other roles.

You can define as many dashboards as you want. However, only the default dashboard appears automatically in the workspace. Once in the workspace, you can choose a different dashboard to view.

The system administrator defines the default dashboard for your assigned role.

Dashboards consist of one or more parts. Create dashboard parts for different views of data and information. You can use the same dashboard part on multiple dashboard layouts.

1.

From your home page, click My Dashboards.

--or--

While logged in as administrator, from the Configuration Console Settings pane, go to Build > Dashboards.

A list of dashboards appears.

2.

From the toolbar, click New Dashboard. The dashboard editor appears.

3.

From the dashboard editor accordion columns, click Dashboard Information. The system expands the dashboard information area.

4.

Enter information into the fields.

5.

Add dashboard parts to the workspace area. You can drag and drop dashboard parts from the accordion columns or you can create your own dashboard parts. See About the Dashboard Editor.

6.

Click Save to preserve your dashboard, or click Home to leave the dashboard editor without saving your changes.

Only administrators can edit dashboards and parts that you create. If your role has edit permissions for dashboards, you can edit dashboard parts created by other users.

1.

From the Home tab, click My Dashboards. All dashboards published to your role appears.

2.

Click Edit next to the dashboard that you want to edit. The dashboard editor appears.

3.

Select the dashboard information accordion column to make basic changes to your dashboard, including layout, category, alerts, and search.

4.

Select the charts, tables, special parts, tree parts, or pivot tables tabs to make changes to these specific parts.

5.

Drag and drop parts from the left columns onto the main workspace to add them to the dashboard. To rearrange dashboard parts, click the header of the part, then drag and drop.

6.

Click Save from the toolbar.

Adding or Removing Columns or Rows

1.

From the Home tab, click My Dashboards. All dashboards published to your role appear.

2.

Click Edit next to the dashboard that you want to edit. The dashboard editor appears.

3.

From the Dashboard Editor toolbar, click Add Column.

In the right pane, a column appears on the right of any existing columns. You can create a maximum of 5 columns. If you chose the row layout, a new row appears at the bottom of the rows you already have.

If you change the layout from column to row or from row to column, you must resize the dashboard parts that are displayed to fit within your layout.

4.

To remove a column or row, click on the top left of a column or row.

5.

Click Save from the toolbar.

Resizing a Dashboard Part

The size of the dashboard parts are defined globally. However, if you resize the parts, you override the default size.

1.

From the Home tab, click My Dashboards. All dashboards published to your role appear.

2.

Click Edit next to the dashboard that you want to resize. The dashboard editor appears.

3.

From the Dashboard editor toolbar, click Resize Parts.

In the right pane, colored lines appear at the outer edges of each dashboard part.

4.

Hover your mouse over the lines until you see the resize handles, then click and grab the handles to resize the parts.

5.

Click Save from the toolbar.

You can delete a dashboard that you have created.

Unless you are the administrator, you can only delete dashboards and dashboard parts that you created. If your role has delete permissions for dashboards, you can delete dashboard parts created by other users.

1.

From the Home tab, click My Dashboards. All dashboards published to your role appear.

2.

From the right column, click Delete corresponding to the dashboard that you want to delete. The Delete Dashboardconfirmation window appears.

3.

Click Yes.

The dashboard is removed from the list.

Users can create dashboards for themselves, and administrators can create dashboards for any user. Users who have certain permissions can also publish dashboards to specific roles.

When a role has multiple dashboards, the default dashboard automatically appears on the home page. Each role can have only one default dashboard. The remaining dashboards are listed under My Dashboards (or All Dashboards in the case of an administrator).

Assign dashboards by checking the desired roles from the Publish To field under the Dashboard Information pane. If you are not able to select roles, then you do not have the correct permissions.