You are here: Primavera Unifier Administration Mode > Company Administration > Configuring Custom Company Dashboards > Setup a Company dashboard

Setup a Company Dashboard

To setup a Company dashboard

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Custom Dashboard in the left Navigator. The Custom Dashboard log window opens.
3 Click New > Company Dashboard. The Custom Dashboard window opens.
4 In the General tab, enter a name for the dashboard, and a title. The title will appear in the list of available company-level dashboards that an end user can view. You can also enter a description. Browse for the SWF file to use with the dashboard. The dashboard type is displayed as a read-only field.
5 Next, select data sources in the Query tab, as described in the following procedure.

To define queries for data cubes

1 Click the Query tab.
2 Click Add. The Query window opens.

 

In this field:

Do this:

Name

Enter the name of the query.

Data Cube

Choose a data cube to use as a data source for the custom dashboard.

Source Grouped By

Choose which column from Data Cube definition will be used to group data by. This dropdown menu lists those data elements that are marked Group By in Data Cube definition. Changing value under this dropdown should always reset values under Report On and Summary Type.

Output Type

Choose the output type, which determines the output after grouping data based on Source Grouped By column. Following are the options

• Record Count
• Summary Value

Report On

Choose a column defined in the data cube from among those designated as Summary.

Summary Type

This dropdown shows a list of possible summary types. Values shown under this dropdown are based on the type of Report On data element:

• For Numeric type of data element: Summary, Min, Max, Average
• For Date type of data element: Min/Max
3 Next, specify cache details in the Cache tab, as described in the following procedure.

To enable cache and specify refresh and recurrence

You must enable cache before data can be cached. Enabling the cache allows you to schedule the refresh of dashboard data at a preset frequency. With every successful run, the XML data file associated with the dashboard is refreshed.

Note: The Enable Cache option controls the Refresh Cache ability on the log. If Cache is not Enabled, Refresh Cache will not work.

The XML data is created only during scheduled run or when refresh cache option is selected. If Enable Cache is disabled, the XML is deleted. Until the scheduler refreshes the cache, or a manual refresh of cache is not done, XML is not created. If Cache is not enabled in the dashboard properties, the dashboard query will results in real-time XML data.

1 Click the Cache tab.
2 Select Enable Cache.
3 Select the Cache Refresh Frequency.
4 Select the Range of Recurrence.
5 Click OK.

 

 

 

 

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