About the Dashboard Editor

Field	Description
Name	A unique name for the dashboard part. This appears in the title bar of the part.
Description	Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference.
Object	Select a business object against which this search will run from the drop-down list.
Saved Search	Select a predefined saved search from the drop-down list.
Grid	Select the dashboard or grid in which this saved search will appear. For example, to have the Saved Search table appear on the Incident dashboard home tab, select HomepageIncident.

You can hover over parts of a chart to see the derived data:

Derived Data

Chart dashboard parts contain legends that can be toggle to show or hide. When the legend is visible, the chart shrinks to accommodate.

A Chart with a Visible Legend

A Chart with the Legend Toggled Off

Toggle the Chart Legend

From the chart toolbar, click Toggle Legend .

Creating a Chart Part

1.

From the dashboard center accordion columns, click Charts. A list of defined chart parts appear.

2.

From the bottom of the chart list, click Add Dashboard Item. The chart wizard appears.

3.

Enter information as needed in the following fields:.

1.

Click Refresh to preview the results.

2.

Click Save from the toolbar.

3.

To use, drag the chart onto the main dashboard window.

Field	Description
Name	Enter a unique name for the table.
Description	Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference.
Object	Select a business object from the drop-down list from which the data will be derived.
Saved Search	Select a Saved Search from the drop-down list. This list is based on the chosen business object.
Grid	Select the grid type from the drop-down list. BO. Use the defined business object grid BO Dashboard. Use the defined grid for the business object dashboard (as opposed to a role dashboard). BO WebSelfServiceMain. Use the grid for the main Self Service dashboard. CopyGridBO Dashboard. Create and use a copy of the defined business object grid.
Open record in parent object, if possible	Select this option to enable the user to open a record from the grid in the parent object if the user has access privileges to that object.

1.

From the Dashboard Center accordion columns, select Special Parts. A list of defined special parts appears.

2.

At the bottom of the list, click one of the following:

	Add My Items	See Adding My Items, Variance Reports, and Report List.
	Add MSP List	See Add MSP List.
	Add Grid
	Add Command List	See Adding a Command List
	Delete Selected Dashboard Item

1.

From the Dashboard Center under Special Parts, click Add My Items. The Create New Command Link List Dashboard Part window appears.

2.

Enter your information into the fields:

Name	A unique name for the dashboard part. This appears in the title bar of the part.
Description	Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference..
Dashboard parts	Choose an option from the drop-down list. My Items Variance Reports Report List The default parameters for this part automatically appear in the Parameters field.

The following parameters are configured by default for the corresponding Dashboard parts:

Dashboard Part	Description
TopQuestions	{ count: 4 }
ReportIssue	{ sTableRef: "Incident#", _ActionType: "TemplateItem" }
RequestService	{ nHowMany: 4}
ReportLists	Parameter not enabled
Announcements	{ count: 4}
MyItems	{ ignoreStatus: ["]}
Parameters	You can edit the default parameters. For example, when you choose TopQuestions from the Dashboard parts menu, the parameter is (count:4}. To show more than 4 top questions, replace the 4 with the number you want. To make the My Items list show only the Open items (meaning it does not show incidents in Closed status, Service Requests in the Fulfilled status, and approvals that have been dealt with), enter {ignoreStatus: ['closed', �fulfilled', �approved', �denied']}. The items with these statuses will not appear in the My Items list. To make all items appear, enter {ignoreStatus: ['']}.
Top Icon	Optional. Select from the list for an icon to appear next to the Dashboard part name.
Button Text	Optional. Type the button text. If the Button Text field is disabled, this option is not available for the selected Dashboard part.
Link Text	Optional. Type the link data. If the Link Text field is disabled, this option is not available for the selected Dashboard part.
Commandlist Icon	Optional. Select an image from the list.

For example, if you select the icon icon_knowledge.png, the icon appears next to all the items in the list as shown in the following:

Choose an Icon

3.

Click Preview to view the data.

4.

Click Save to preserve your settings, or click Cancel to dismiss the window without saving your changes.

This option allows you to view information from other sources. See Universal Worklist for more information.

1.

From the Dashboard Center under Special Parts, click Add MSP List. The Create New MSP List Dashboard Part window appears.

2.

Enter information into the fields:

Field	Description
Name	A unique name for the dashboard part. This appears in the title bar of the part.
Description	Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference..
Object	The business object. Select from the drop-down list.
Saved Search	The saved search. Select from the list. This list is populated based on the chosen business object.
Grid	The grid. Select a grid from the drop-down list. This list is populated based on the chosen business object.
Tenant URL	The tenant URL.
Key	The tenant key.

3.

Click Test Connections to ensure that the connection works correctly.

4.

Click Preview to view the data.

5.

Click Save.

1.

From the Dashboard Center under Special Parts, click Add Grid. The Dashboard Grid Editor appears.

2.

Enter your information under each tab.

Main

Field	Description
Title	A unique name for the dashboard part. This appears in the title bar of the part.
Description	Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference.
Title icon	Optional. The title icon. Choose from the drop-down list.
Part Frame	Optional. The color of the outline of the dashboard part. Choose from the drop-down list.
Enable Refresh button	Displays the Refresh button. Users can click this to refresh the dashboard part.
Header button	Adds a button to the header. Users click this button to perform an action.
Tab Selector	Adds a tab selector to the part. This enables the Tab Selector tab.

Data

Field	Description
Business Object	Select the business object to use for this part from the drop-down list.
Saved Search	Select a Saved Search from the drop-down list. The list is based on the chosen business object.
Grid	Select a grid from the drop-down list. The list is based on the chosen business object.
Sort Column	Select a column to be used as the default sort column.
Sort Direction	Select a default direction for the sort column. Ascending Descending

Toolbar

• Drag a button from the right list and place on the area you want it to appear.
• Double click a button to edit its properties.
• Drag a button to the trash icon to delete it.

Grid Configuration

Grid Style	Choose a style option: Normal. The default grid style. Small Transparent. The grid appears in a smaller frame and is partially transparent.
Odd Background	Optional. Choose a color for the odd-numbered rows. Choose None to use the default grid settings.
Even Background	Optional. Choose a color for the even-numbered rows. Choose None to use the default grid settings.
Row Action	Choose the action you want the user to take to open a record from the grid, then click Edit Command to enter the action. See -- Edit Command Actions --. Single click Double click
Allow reorder	Check to allow users to change the order of the grid columns.
Allow sorting	Check to allow users to sort the columns.
Column grouping	Check to allow users to group the columns.

The field list at the bottom of the window lists the fields for the chosen business object. Choose how the field appears in the grid:

Tab Selector

Click Tab Selector in the Main tab to enable this tab. This feature allows you to add tabs to the main window of the part.

Option
Show As

User Options

You can add user controls to a dashboard part that allows limited actions. When the user clicks the control button, all controls defined here appear. The user can enter the values as needed and click Apply.

Click Add Control to add a control button to the header area of the dashboard part. The New Option Control window appears.

Enter your information into the fields, then click OK.

Label	Type a label for the control.
Option	Select the option number from the list. The first control should use Option 0.
Type	Choose an option from the drop-down list. Text Input. Allows a user to add a few words. Check Box. Shows Combo (Custom). Click Add , then enter the parameters you want.

3.

Click Preview to view the data.

4.

Click Save to preserve your settings, or click Cancel to dismiss the window without saving your changes.

1.

From the Dashboard Center under Special Parts, click Add Command List Part. The Dashboard Command List Editor window appears.

Add Command List Part

2.

Enter information into the fields:

• From the Main tab:

Title	A unique name for the dashboard part. This appears in the title bar of the part.
Description	Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference.
Title icon	Select an icon from the drop-down list.
Part frame	Select a frame style for the part.
Enable Refresh button	Select to enable the Refresh button on the dashboard.
Header button	Select to add a header to the dashboard. Click Edit to invoke the Command Button Editor and enter your parameters. See the section below for more details on the Command Button Editor.
Tab Selector	Select to create tabs on your dashboard. Click Edit to invoke the Tab Selector window and enter your parameters. See the section below for more details about Tab Selector parameters.

• From the Data tab, specify the source of the list items displayed in the command part.

Data Tab

Select a Data source type from the drop-down list. Each data source type requires different parameters:

Pre-configured data source. Select this option to use another dashboard part as the source for list items. Fields are as follows:

Pre-Configured	Select the source dashboard part.
Items count	Specify the maximum number of list items to display in the command part.
Sort direction	Select ascending or descending sort order for the list in the command part.

Web Service. Configure a web service call to obtain list items. Fields are as follows:

Service URL	The web service URL (for example, SelfService/services/SelfService.asmx).
Method name	The web service method (for example, GetObjectQuickActionsByType).
Return data as	A format type for returned data.
Call parameters	Optional. Call options parameters for the web service call.

Saved Search. Use saved search results as the source for list items. Fields are as follows:

Business Object	Select the business object to search.
Saved search	Select the saved search.
Select only	Specify the number of matching records to use for the list source.
Sort by	Specify sort criteria for the list.
Fields to select	Add fields to constrain the matching records to use for the list source.

Validation List. Use validation lists as the source for list items. Fields are as follows:

Business Object	Select the business object that will supply field values.
Validation List	Select a validation list from the chosen business object.
Constraint Values	Select values to restrict the data presented.
Additional fields to select	Select additional fields that will supply values.

• From the Toolbar tab, configure the command part toolbar.

Toolbar Tab

Click Create New.

The Command Button Editor appears.

Command Button Editor

Under the Button tab, set the following:

Display as	Select whether the header will contain an icon, text, or both.
Icon	If you selected Icon or Both, select the icon that displays in the toolbar.
Text	If you selected Text or Both, enter the text that displays in the toolbar.
Tooltip	Type optional text that displays when the mouse pointer is on the toolbar.

Under the Command tab:

Command	Select a command to execute when the toolbar icon is clicked.
Ask for confirmation	Select the check box to prompt the user to confirm the selection before executing the command.
Select or enter other command-specific parameters, depending on the command you selected.

From the List Item tab, format the content and appearance of list items.

List Item Tab

Field	Description
Show list item as	Select how each list item is formatted: Link. Each list item is a link formatted as a single line of text. Icon and Link. Each list item is a link formatted as a single line of text with an icon at the beginning of the line. Icon and Link and Description. Each list item is a link formatted with a selectable title on one line and a description on a second line.
Odd background color	Select a background color for odd-numbered list items.
Even background color	Select a background color for even-numbered list items.
Default icon	Select an icon to display to the left of every list item.
Icon from item data	Select a field from by the Data source type specified on the Data tab to provide an icon to display to the left of every list item.
Text field	Select a field from by the Data source type specified on the Data tab to provide the text to display as a link.
Description field	Select a field from by the Data source type specified on the Data tab to provide the text to display as a description.
Ellipsis description after	Specify the maximum number of characters each list item can contain. Values can range from 50 to 3000 characters.
Execute command at	Specify whether the link requires a single- or double-click to execute.
Edit command	Click to open the Command Editor/Designer: Command. Select a command to execute when a list item is clicked. Ask for confirmation. Select the check box to prompt a user to confirm the selection before executing the command. Command-specific parameters. Depending on the command you selected, provide additional parameter details.

Field	Description
Option	Select from the list.
Show As	Select Tabs or Combo Box.
Option Values	Enter information as needed.
Add a Value	To add a tab selector, click the button in the lower right corner of the window.

Label. Enter a label name.

Option. Select an option from the list.

Type. Select a type from the list. Your choices are Text Input (text box), Check Box, and Combo (defined drop-down list).

3.

Click Preview to see part results.

4.

Click Save from the toolbar.

1.

From the dashboard center accordion columns, click Tree Parts. A list of defined tree parts appears.

2.

From the bottom of the list, click Add Dashboard Item. The Tree Designer appears.

3.

Enter information into the fields.

Field	Description
Tree Title	A unique name for the dashboard part. This appears in the title bar of the part.
Show Node Name	Select if you want the specified name of the node to appear in the tree.

4.

Create a parent node. Select Root, then from the Tree Actions drop-down list, select Add Node. The node properties fields are now enabled.

5.

Enter information into the node fields:

Field	Description
Node Name	Enter a descriptive name.
Object	Select a business object.
Field	Select a field from the business object that you selected.
Object Icon	Select an icon that appears next to the node.

Enter data into other fields if they appear in the workspace area.

6.

Click Update. Your node now appears on the tree under the root node.

7.

Create a child node. Right-click the node you just created and select Add Node. Blank node properties fields appear.

8.

Enter information into the node fields.

Field	Description
Node Name	Enter a descriptive name.
Relationship	Select a relationship. Only valid relationships are listed.
Object	Select the corresponding business object from the menu. For example, if you selected SoftwareIdentityAssocManufacturer for relationship, select SoftwareIdentity#.
Field	Select a field from the business object that you selected. For example, if you selected SoftwareIdentity# for the business object, select SoftwareName.
Object Icon	Select an icon that appears next to the node.

9.

Click Update. Your node now appears on the tree under the previous node.

10.

Continue adding child nodes as needed.

11.

From the Tree Actions drop-down list, choose Preview to view the tree results in the far right area.

12.

Click Save from the toolbar.

See Dashboard Examples for more discussion of trees.

1.

From within the tree designer, right-click the node you want and select Edit Node from the pop-up menu. The node fields are activated.

2.

Edit the fields as needed.

3.

Click Save from the toolbar.

1.

From within the tree designer, right-click the node that you want and select Delete Node from the pop-up menu. The delete confirmation box appears.

2.

Click Yes.

3.

Click Save from the toolbar. You must save to complete the deletion.

You can set up a filter for the parent node or for each child node. Filters can be set up while you are designing the tree or after.

1.

From within the tree designer, right-click the node you want and select Edit Node from the pop-up menu. The node fields are activated.

2.

Enter your criteria in the filter fields. Click the blue Plus button to add filter criteria. You can add as many criteria as you want.

3.

Click Update.

4.

Click Save from the toolbar.

1.

From within the tree designer, right-click the node you want and select Edit Node from the pop-up menu. The node fields are activated.

2.

Within the main workspace in the filter section, click Delete next to the filter you want to delete.

3.

Click Update.

4.

Click Save from the toolbar.

You might need to add a filter line before you can delete a filter. You can not have zero filter lines on the workspace, but you can have a filter line with no information.

You can change any part of a tree, including the title and any of the nodes.

1.

From the dashboard center accordion columns, click Tree Parts. A list of defined tree parts appears.

2.

Click Edit next to the tree part you want to modify. The Tree Designer window appears.

3.

Enter your changes into the fields as needed.

4.

Click Save from the toolbar.

You can remove a tree part from the Tree Parts list.

1.

From the dashboard center accordion columns, click Tree Parts. A list of defined tree parts appears.

2.

Select the tree part from the list, then from the bottom of the list, click Delete the Selected Dashboard Item. The Delete Dashboard Part confirmation window appears.

3.

Click Yes to delete the tree part or No to dismiss the window and keep the tree part.

Field	Description
Title	A unique name for the dashboard part. This appears in the title bar of the part.
Object	A business object for which you would like to view data.
Templates	The first three buttons are for creating simple pivot tables. The button on the right is for a hybrid pivot table. The template buttons provide the following options: Simple 1: Data headings across the top axis. Simple 2: Data headings across the top and down the left axis. Simple 3: A data heading across the top and two data headings down the left axis. Hybrid: A data heading across the top and two data headings down the left axis and additional data sets.
Aggregate by	Choose from the drop-down list: count, sum, avg, min, max, and percentage.
Measure	Choose from the drop-down list: To aggregate by average, minimum, or maximum, select an integer value for the Measure field. Top Axis 1 Left Axis 1 Left Axis 2: This field is enabled only when the template you selected requires a second left axis. The data is grouped by the Left axis 1 value.

You can set filters to allow users to view only a subset of the data.

For example, if you are creating a pivot table showing incident priority by owners and you only want to show those incidents worked on by specific owners, you can set up a filter:

Incident# Owner In List <select owner names>

However, when you apply the filter, you do not see the incidents by owner name. Only those incidents that are worked on by the selected owners appear.

Within the pivot table wizard, click the Filters tab.

1.

Within each field, choose the criteria for the data. The fields are different depending on which business object the table is based.

2.

To add a filter, click Add and specify the operator.

3.

Click Refresh to preview the results.

4.

Click Save from the toolbar.