1. Creating and Administering Analytics and Reports for Project Management
  2. Add an Analysis to the Project Performance Dashboard

Add an Analysis to the Project Performance Dashboard

This example shows how to add an analysis to the Project Performance Dashboard page in the application. You need to have access to an active sandbox to add an analysis.

You can add predefined or user-defined analyses to any page that you can personalize or edit.

The following table summarizes key decisions for this scenario.

Decisions to Consider

In This Example

Which analysis do you want to add to the dashboard?

Project Income Statement

Caution: Ensure that the analysis doesn't query a large number of records. If it's, then the Project Performance Dashboard page can take a long time to open after you add the analysis.

Do you have to change the layout of the page?

Yes, to a two-column layout that's wider on the right side.

Note: The one- or two-column layout gives enough space to properly display analyses.

Do you want all or only one view of the analysis?

All views.

Are these changes for you only, or for all users of the Project Performance Dashboard?

You only.

Note: If you want the changes to be viewed by all the users then you need to publish the sandbox for changes to reflect for everyone.

Adding an Analysis

  1. Open the Project Performance Dashboard.

  2. Click your name in the global header and from the Administration submenu select Edit Pages....

  3. You need to be in an active sandbox session to add an analysis. Activate a sandbox if you're not already in a sandbox session. Click Activate Sandbox.

    If you are already in an active sandbox session, steps 3 to 7 are not required.

  4. On the Manage Sandboxes window, select a sandbox and click Set as Active.

  5. After you activate the sandbox, the application redirects you to the home page. On the Warning window, click Yes to continue.

  6. Open the Project Performance Dashboard.

  7. Click your name in the global header and from the Administration submenu select Edit Pages....

  8. Click Change Layout and select the Two columns, narrow left option.

  9. Click Add Content for the wider column.

    The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.

  10. Click through the folders in the catalog until you see the Project Financials Sample Reports folder. Click the name of the analysis in this folder, and click Add to include all views of the analysis.

    If you click Open or Project Income Statement, you can select a specific view to add.

  11. Click Close after you see the analysis added to the top of the wider column on the dashboard.

  12. Click Close to close the composer view and view the dashboard.