| Agile Product Lifecycle Management Administrator Guide Release 9.3.3 E39286-04 |
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| Agile Product Lifecycle Management Administrator Guide Release 9.3.3 E39286-04 |
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The Dashboard Tab View privilege allows you to configure Dashboard tabs.
To view dashboard tabs, click System Settings > Dashboard Management node. The list of default dashboard tabs displays. You can reorder this list using the Order visible tabs icon, to change the order in which the tabs display in Web Client. To navigate to a tab, click its name. You can edit the name and description of the tab, and specify whether the tab should be visible or not.
Optional tabs can be renamed and configured.
To add a new tab, click the New Dashboard Tabs icon in the Dashboard Management window. In the Create Dashboard Tab dialog, enter a Name, API Name and Description. In the Visible field, select Yes.
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Note: Although you can create an unlimited number of tabs, the tabs displayed in Web Client are restricted by the user's roles and privileges. To enable a user to view a particular dashboard tab, you must assign the Dashboard Tab View privilege to that user, and select the required tab in the AppliedTo property of that privilege. For further information, see "AppliedTo Property in Select Privileges." |
You can only delete dashboard tabs that you have created. Default tabs cannot be deleted. To delete a newly created Dashboard tab, within the Dashboard Management window, select the tab and click the Delete Selected Dashboard Tab(s) icon.
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Note: Once a tab has been accessed, you cannot delete it. Attempts to delete it will result in an error - "Object is in use." |
Once a new optional tab is created, tables need to be inserted into the tab. To add a table, double-click the new tab name in Dashboard Management and click the Tables tab. Click the Create Dashboard Table icon.
The table below lists the properties in the Create Dashboard Table for Table type.
Table 26-1 Create Dashboard Table, Table Type properties
| Property | Description | Possible Settings |
|---|---|---|
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Name |
Enter the name of the table |
None |
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API Name |
You can specify an API name, but internal consistency is enhanced by accepting the system-generated name. |
None |
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Description |
Enter the description of the table |
None |
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View List Type |
Lists the type of table type. Select Table |
Chart, Table, Custom, Advanced Search |
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Dashboard Extension (DX) |
Lists all the dashboard extensions created for Table type list. |
None |
|
Visible |
To enable in Web Client |
Yes/ No |
Double-click the new table, click the Attributes tab and click the Add an Attribute icon to create a new attribute. Agile currently supports Text, Numeric, Image, Date, Money, and Link type of table attributes.
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Note: Attributes need to be of a specific type which is supported by Agile. While creating a DX, the data for the DX would already be defined as currency, numeric, text, and so on. |
In the Column attribute General Information tab, the Attribute field must be mapped to the attribute name mentioned in the DX. For example, if an attribute name in the DX is Mytext and the attribute type is selected as Text, the attribute field should be mapped with the attribute name Mytext.
To create a chart type table in a newly created optional tab:
In Dashboard Management, double-click the name of the new tab to open it.
In the Tables tab, click the New Dashboard Table icon.
Specify table fields and attributes as described in the table below:
Table 26-2 Optional tab - table fields and attributes
| Property | Description | Possible Settings |
|---|---|---|
|
Name |
Enter a name for the table. |
None |
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API Name |
You can specify an API name, but internal consistency is enhanced by accepting the system-generated name. |
None |
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Description |
Enter a description for the table |
(optional) |
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View List Type |
Lists the type of table. Select Chart (when you select Chart, additional options are displayed). |
Chart, Table, Custom, Advanced Search |
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Dashboard Extension |
Lists all the dashboard extensions created for chart type. Select the dashboard extension you want. |
None |
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Visible |
Select Yes to enable display in Web Client |
Yes/ No |
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Chart Type |
Select the type of chart you want displayed. |
Area, Bar, Line, Pie, Polar, Scatter, Stacked Area, Stacked Bar, Table |
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X axis |
Type the X axis label. |
(optional) |
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Y axis |
Type the Y axis label. |
(optional) |
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Show Legend |
Specify whether the chart legend should display on screen. |
Yes/ No |
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Legend Position |
Specify the position where the Legend should be displayed. |
Bottom, default, left, right, top |
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3D Style |
Specify whether the view should be 3-dimensional. |
Yes/ No |
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Header |
Enter a header note if required. |
(optional) |
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Footer |
Enter a footer note if required. |
(optional) |
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Note: For Stacked type Charts, the Chart DX can be coded with unlimited X- and Y-axis values. |
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Important: In the Dashboard Extension field, all Chart type DXs will be displayed only if the user has the SDK license and if the DX was created as Chart type. There are two classes for creating Chart type dashboard extensions: 1. ChartDataModel, and 2. ChartDataSet. These classes should be used while creating Chart DXs. The saved Chart DX must be saved in the <agile_home>/integration/sdk/extensions folder and linked in the Dashboard Extension field. For further information on creating DXs, refer to Agile PLM SDK Guide. |
To create a dashboard table that uses an Advanced Search query as the data source:
In Dashboard Management, double-click the name of the new tab to open it.
In the Tables tab, click the New Dashboard Table icon.
Specify table fields and attributes as described in the table below.
Table 26-3 Adding Advanced Search to Optional Tabs
| Property | Description | Possible Settings |
|---|---|---|
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Name |
Enter a name for the table. |
None |
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API Name |
You can specify an API name, but internal consistency is enhanced by accepting the system-generated name. |
None |
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Description |
Enter a description for the table. |
(optional) |
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View List Type |
Select Advanced Search. |
Chart, Table, Custom, Advanced Search |
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Dashboard Extension |
(Not applicable for Advanced Search.) |
Disabled (not applicable for Advanced Search) |
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Visible |
Select Yes to enable display in Web Client. |
Yes/ No |
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Note: When you select View List type as Advanced Search, the dialog box automatically displays fields applicable only to Advanced Search type table. |
Once the table is created, double-click the new created table and click the Configure Dashboard Table icon in the General Information tab.
You can create a new or use a saved search. The Configure Table dialog is similar to the Advanced Search function of Agile except for a few differences as follows:
Output Fields
The Output Fields option enables you to select the available fields as the X and Y axis values. Clicking the Output Fields button displays the Customize Output Display dialog. Select the required fields from the Available Fields list and click the left and right arrow buttons to move field names to and from the Available Fields and Selected Fields lists.
The Display Chart button enables a Chart and Table type display option. If Chart option is selected, the Configure Table dialog is displayed. You can do the following:
Select the Chart type.
Select the 3D style for Chart.
Show or Hide the Legend.
Select the position of the Legend to be displayed in the Chart.
Select the X axis value from the drop down list (which is displayed from the Customize Output field)
Label the header, footer, X axis and Y axis values on the chart
Perform a mathematical function for the Data values such as Average, Count, Max, Min, and Sum.
URL process extensions that are created with Dashboard as the integration point are listed in the Dashboard Extension field, while a Dashboard table with View Type List is created. The output of the URL process extension is displayed in the Dashboard table.
For more information, see the Agile SDK Developer Guide.
You can reorder the tables in a tab from Dashboard Management > [Optional Tab Name] > Tables > Config Dashboard icon. The Config Tab dialog is displayed in which you can select all the tables from the Available Content field and place it in the required rows. There are only three rows; by default the new tabs are created in Row 3. You can reorder the tabs in the order of the rows to be displayed.
To ensure that all optional tabs that are newly created under Systems Settings > Dashboard Management display properly, go to User Settings > Privileges > Dashboard Tab View and enable each tab for end-users in Web Client.
Select the New icon and type in a new privilege name and description. Set Enabled to Yes. All created tabs will be displayed in the AppliedTo > Choices field. Select the tabs you want displayed in the Dashboard and use the right arrow icon to move these to the Selected area. Any tab you choose can be set as the Home page.
