Create Custom Dashboards

You can create custom dashboards on the Dashboards page by adding out-of-the-box widgets or the custom widgets you’ve created. You can also create a duplicate of one of the available dashboards and customize it to meet your requirements.

  1. Select Dashboards in the Management Cloud navigation menu.
  2. On the Dashboards page, click Create.
  3. In the Create Dashboard dialog box, select Dashboard (a single dashboard).
  4. Specify the name of the dashboard and optionally, a description, and click Create.
  5. On the new dashboard page, click Edit to add widgets.
    The Add Widget pane is displayed.
  6. Click a widget in the Add Widget pane to add it to the dashboard.
    After you’ve added a widget, you can click the Content Settings (content settings) icon on the widget to perform various actions such as altering the size or placement of the widget, hiding or adding the title, linking the title of the widget to an Oracle Management Cloud page or dashboard, and removing the widget.
  7. Optionally, you can click Text/HTML Widget at the bottom of the Add Widget pane to customize your dashboard by adding a text widget with a header, your company logo, or an HTML or email link.
  8. Click Done Editing to save the new dashboard.
    After you click Done Editing, the dashboard is in View mode. At a later time, if you want to make changes to the contents of your dashboard, click Edit to go to the Edit mode.
After you’ve created a dashboard, you can use the following options on the Dashboards page to perform other tasks:
  • Click the Open in Data Explorer (open in data explorer) icon on a widget to open the widget in Data Explorer and make changes. If you want to make changes to a widget created by another user or to an out-of-the-box widget, you can click the Save As option in Data Explorer to create a copy of the widget and make changes to meet your requirements. Note that the copy of the widget isn't automatically added to the dashboard and you'll have to edit the dashboard and add it.
  • Click the Favorite the dashboard (set as favorite) icon next to the title of the dashboard. The dashboard is then displayed in the Dashboards menu and is easier to access.

  • Click Filter to enable expression-based filtering by Entity Type, Entity Status, and Tags.
  • Click the Auto-refresh drop-down list to set a time for auto-refresh or disable it.

  • Click More to print the dashboard, set the dashboard as your home page, share the dashboard with other users, duplicate the dashboard, set global entity and time selector options, and delete the dashboard.

    Dashboard Collaboration Options

    As mentioned above, after creating a dashboard, you can click More > Share with Others (view-only) > On to allow all the users in the same tenant to view your dashboard. In addition, you can use REST API to perform advanced dashboard collaboration tasks such as sharing your dashboard with selected users in the same tenant and allowing them to edit the dashboard. For information on REST API for dashboard collaboration, see Working with Dashboards in Oracle Management Cloud Common REST API.

    Note that if you have the OMC Administrator role, you can view and edit dashboards created by other users in the same tenant.