1. Working with Financial Consolidation and Close
  2. Using Dashboards to Work with Data
  3. Viewing Dashboards

Viewing Dashboards

Viewing the Dashboards Page

To view the Dashboards page:

  1. On the Home page, click Dashboards.

  2. To open a dashboard, click the dashboard's name.

This opens the dashboard in the runtime environment.

Note:

If you've selected a Dashboard 2.0 dashboard and you see an Error during Dashboard 2.0 component initialization message, the dashboard has Forms 2.0 forms associated with it. You must ensure that Forms 2.0 is enabled before you can view the dashboard.

To enable Forms 2.0, click Application, then Settings, and then under Other Options, find Forms Versions, select Forms 2.0, and then click Save.

Features of the Dashboards Page

On the Dashboards page:

  • Folders are supported. The Dashboards page uses the same folder hierarchy as infolets and data entry forms and all artifacts and folders reside under a root folder called Library.

    Note:

    Only administrators can add files (for example, dashboards, infolets, forms, reports, and so on) to the Library root folder.

  • You can toggle between viewing dashboards by a flat view or a tree view: Flat View and Tree View Search Toggle icons

  • Dashboards are available in two versions. To help you differentiate between the dashboard versions on the Dashboards listing page, we've provided an icon in front of each dashboard:

    • Dashboard icon for Dashboard 1.0: Dashboard (1.0)

    • Dashboard icon for Dashboard 2.0: Dashboard 2.0

  • The Dashboards page can be filtered by type. Click filter icon, and then select from the following filter options:

    • All Types (default)

    • Dashboard 1.0

    • Dashboard 2.0

  • To search for a specific dashboard, click magnifying glass, the Search icon to search by keywords or library folder icon to narrow the search to specific library folders.

Dashboards Page Actions Column

On the right side of the Dashboards page there is an Actions column. Clicking on the Actions icon icon next to the dashboard or folder, displays the following actions:

  • Folder Actions:

    • Assign Permission: Assigns access permissions to the folder. Folder permissions apply to all items within that folder, even to items that may not be visible in the list.

    • Create Dashboard: Creates a Dashboard 1.0 dashboard in this folder.

    • Create Dashboard 2.0: Creates a Dashboard 2.0 dashboard in this folder.

    • Create Folder: Creates a new folder.

    • Delete: Deletes a folder. The folder must be empty to delete it.

    • Rename: Renames a folder. The folder cannot be renamed if it contains other folders.

    • Move to: Moves the folder to another location in the folder hierarchy.

    • Convert All Dashboards to 2.0: Finds any Dashboard 1.0 dashboards within the folder hierarchy, and converts them to Dashboard 2.0 dashboards.

  • Individual Dashboard Actions:

    • Edit: Opens the dashboard in the Dashboard Designer with the underlying form data. The dashboard opens in a dynamic tab.

    • Edit without Data (Dashboard 2.0 option only): Opens the dashboard in the Dashboard Designer without the underlying form data so you can more easily perform such actions as realigning the dashboard components and tiles. The dashboard opens in a dynamic tab.

    • Rename: Renames a dashboard.

    • Copy As: Copies a dashboard with a new name. The dashboard is copied to the listing directly under the original dashboard.

    • Delete: Deletes a dashboard.

    • Move to: Moves a dashboard to another folder.

    • Assign Permission: Assigns access permissions to the dashboard.

    • Convert to Dashboards 2.0 (Dashboard 1.0 option only): Converts the Dashboard 1.0 dashboard to a Dashboard 2.0 dashboard.

    • Copy URL: Enables you to copy and share the direct URL for a dashboard.