My Dashboard
The My Dashboard ... link enables you to edit your dashboard elements, access the details of the dashboard, print your dashboard, access the history of changes made in the dashboard, and finally access additional dashboards for the shell, if available.
You can access the My Dashboard ... link from the top right-hand corner of the shell landing page. The My Dashboard ... link has a series of sub-menu options, based on your settings, as explained below:
My Dashboard
Enables you to go back to the default dashboard.
Details
To open the Details window and:
- View the shell details such as Shell Name, Shell Number, and the following tabs:
- General
- Currency
- Options
- Links
- Calendar
- Integration
- Edit the information about the dashboard.
Edit Dashboard
To open the My Dashboard ... window and:
- Select from a list of available dashboard tabs.
- Select what type of information can be displayed on the dashboard.
The My Dashboard ... window has the following toolbar options:
- Create Tab (the plus sign icon)
- Edit Tab (the pencil icon)
- Filters
- Delete Tab (the trash can icon)
- Add Block (the plus sign with arrow down icon)
- Custom
Opens the New Custom Block window to enable you to add a new custom block.
- Standard
Opens the New Custom Block window to enable you to add a new standard block.
- Portlet
Opens the New Portlet Block window to enable you to add a new portlet.
You can change the layout of the tabs in My Dashboard ....
Example
Block Length: 2 units
Block Height: 2 units
When the user includes dashboards in a shell or shell template, the user can format the values that are passed from the shell attribute forms in order for the dashboards to render information. The dashboard portlet enables you to pass values to parameters in URLs by mapping those to fields from shell attribute form and format the values so that the URL can render in the dashboard during runtime correctly.
The Source Details block enables you to:
- Set the URL
- Map the URL parameters to the shell attribute form
- Drill Down
Opens the New Drilldown Block window to enable you to enter elements details in in the Shell Dashboard blocks to drill into layers of data contained in the Shell.
Note: If a Drill Down block has Cost Sheet columns that are based on a formula, then the data will not be displayed:
- Analytics
Opens the New Analytics Block window to enable you enter details needed for analytics.
Enables you to pass basic parameters from dashboards setup to OBIEE so that you can use those to create a single dashboard catering to multiple projects instead of having to create a unique dashboard for each project.
The Source Details block enables you to:
- Set the URL
- Map the URL parameters to the shell attribute form
- Custom
The Get Parameters option enables you to get workspace-specific information. This information will be available for any filter mapping in URLs used in the Analytics dashboard. When you click Get Parameters, Unifier extracts the parameters from the URL and adds the extracted parameters to the URL Parameter Mapping. You can then map those to appropriate fields from shell attribute form.
To print the contents of the dashboard.
Audit Log
To open the Audit Log window and review the history of changes made on the dashboard. Use the Print option to print or export the contents of the log.
Last Published Monday, August 28, 2023