Managing Dashboards

Contents

The Manage Dashboards screen allows you to create, copy, paste, and share dashboards. You can customize your dashboard by adding, editing, or deleting components that make up your dashboard. Filters can also be set for each component.

To access the Manage Dashboard screen, from the Top Navigation bar select Go To > Dashboards > Manage.

If you are already viewing your dashboard, you can click on the  Manage icon.

Use the Tree pane, List pane, and the Details pane to select and manage your dashboards.

Use this icon to maximize the size of each pane.

Use this icon to restore the pane to its original size.

Tree Pane

The Tree pane displays all the dashboards in the system. The dashboards are organized into folders.

• My Dashboards folder contains all the dashboards that you have created.
• Shared Dashboards folder contains all dashboards that have been shared by other.
• Pre-defined Dashboards folder contains all dashboards that have been already created in the system.
• Global Dashboards folder contains all the global dashboards.

Within the My Dashboard section of the tree, you can create new nodes, cut, copy and paste elements of the tree and delete nodes from the tree using the icons displayed on this pane.

Use this icon to create a new node.

Use this icon to copy a node. Top level nodes cannot be copied.

Use this icon to cut a node. Top level nodes cannot be cut.

Use this icon to paste the node that you cut or copied.

Use this icon to delete a node. Only user-created nodes can be deleted. When a node is deleted, all its children (nodes) are also deleted.

Use this icon to expand the complete strategy tree.

List Pane

The List pane displays all the components in the dashboard. Click on the components to view detailed information on each component. You can click on the  Edit icon to edit your dashboard.

Details Pane

When you select a dashboard, the Details pane contains a General tab and a Sharing tab. You can click on the General tab to view or edit the dashboard name or description. You can also select if this is your default dashboard.

The Sharing tab allows you to see if this dashboard is shared with other team members. You can also edit this tab to allow others to view your dashboard.

When you select a component in the List pane, the Details pane contains a General tab and a Filter Tab. The General tab displays the title, description, category, width and height of the components. You can also click on the  Edit icon to modify the component details.

The Filter tab displays the current filters. You can also click on the   Edit icon to modify the filters.

Click this icon to edit the properties.

Click this icon to save the changes made to the properties.

Click this icon to leave the properties unchanged

Note: If you have selected a node from the Tree pane, you will see its children in the List pane and its properties in the Properties pane. To view the properties of the child, you can click on its name in the list pane, or expand the node in the tree pane and then select the name of the child node.