Configuring a Shell Dashboard (My Dashboard)
All shells have a dashboard that the end-user can configure if they have Setup permission.
The dashboard is the user's personal dashboard, with their personally configured view of shell data. In User mode, you can use the My Dashboard > Edit Dashboard option to configure your dashboard window; however, for each user, the dashboard is often configured by the Administrator. Users can select this type of dashboard to view from the View Dashboard drop-down list on each shell. This dashboard is recommended if the user wants a personalized dashboard to view data that they specifically need to see regarding the shell.
To configure a shell dashboard (My Dashboard):
- From the shell landing page, click My Dashboard.
- Click Edit Dashboard to open the Edit Dashboard window.
There are two sections to this window: Tab Setup and Source Details. Under Tab Setup, the default first tab already has a name and layout that you can modify.
- To change the tab, click the tab name. Change the tab name, and select a layout for the tab. You can experiment with layouts to see which one works with the information that you want to display.
- Select the Show check box to show the tab in the dashboard.
Under Source Details, you can add standard or custom blocks. Double-click to select a default standard block and modify it as needed.
To add a standard block:
- Click Add > Standard. You can add any number of blocks, but the dashboard displays the blocks based on the tab layout you select. See the first table below.
- Click OK to save your changes and exit the Edit Standard Block window.
- To add a custom block, click Add > Custom. See the second table below.
- Click OK to save your changes and exit the Edit Custom Block window.
- To add a portlet, click Add > Portlet. Enter the portlet name and the URL or IP address.
- This allows you to add content to your dashboard from a URL address. For example, you could use this portlet to specify a webcam site to monitor activities via a live camera. You can add as many portlets as needed.
- You can define a block that allows users to drill down into the displayed data.
Note: You must add drilldown blocks if you want to use filtering on your dashboard blocks.
- After you define the drilldown, you can also add filters.
- To remove a block, click Remove. To reposition a block, click Move Up or Move Down.
- Click another tab name to modify the tabs and sources for that tab. Repeat these steps for each tab until you have configured the entire dashboard to meet your needs.
- Click Apply to save your configuration, and then click OK to close the window.
Use the following table for Standard blocks.
In this field | Do this |
---|---|
Source Name | Enter a source name. |
Data Type |
|
Report On | Select what to report on. |
Block Title | Add a title for this block. |
Display Type | Select the chart type. |
Show Result | Choose Actual Value or Percent of Total. |
Show Total | Select this check box to display the total. |
Decimal Places | Select the number of decimal places. |
Use 1000 Separator (,) | Select this check box to use the comma as a 1000 separator. |
Negative Number Format | Select the format for negative numbers. |
Currency Format | Choose None, Shell Currency, or Base Currency. |
Use the following table for Custom blocks.
This item | Does this |
---|---|
Data Cube | Select the shell Data Cube definition to use. Data Cubes are queries that can be defined and reused to create charts on your dashboard. Your company administrator defines the Data Cubes. If the Data Cube is based on the Date Picker, which indicates the date and time that the relevant data was updated, the dashboard adjusts this information based on your date/time format preference and time zone. If the Data Cube is based on the Date Only picker, the dashboard displays only the date and adjusts it based on your date format preference. |
Show data from | Enables you to select the shells to use as data sources. You can choose:
|
Block Title | Add a title for this block. |
Display Type | Select the chart type. |
Source Grouped By | Select how the source is grouped. |
Output Type | Choose either Record Count or Summary Value. |
Report On | Select what to report on. |
Show Result | Choose Actual Value or Percent of Total. |
Show Total | Select this check box to display the total. |
Decimal Places | Select the number of decimal places. |
Use 1000 Separator (,) | Select this check box to use the comma as a 1000 separator. |
Negative Number Format | Select the format for negative numbers. |
Currency Format | Choose None, Shell Currency, or Base Currency. |
Last Published Friday, June 21, 2024