46.8 Dashboard Mapping – Summary

This topic describes the systematic instruction to Dashboard Mapping – Summary screen.

Using this option, System Administrator can map the configured dashboards to the user or party, or user type or user segments depending on the dashboard template selected. The system administrator can create mapping and can delete the mapping.

To view the Dashboard mapping summary:

  1. Navigate to one of the above paths.
    The Dashboard Overview screen appears.
  2. In the Dashboard Overview screen, click the View Mapping .
  3. Select the Mapping Type from the list i.e. User / Party / Segment / User Type.
  4. In the Dashboard Overview screen, click the View Mapping .
    The Dashboard Overview - Mapping Summary screen appears.

    Figure 46-13 Dashboard Mapping summary


    Description of Figure 46-13 follows
    Description of "Figure 46-13 Dashboard Mapping summary"

    Table 46-6 Dashboard Mapping summary – Field Description

    Field Name Description
    Mapping Type Select the mapping type to search the dashboard template.
    The options are:
    • User
    • Party
    • Segment
    • User Type
    Dashboard Name System displays the name of the dashboard template.
    Dashboard Type System displays the type of the dashboard i.e. module / application role / user type.
    Mapped Value System displays the value that is mapped to the template.

    In case if the dashboard is mapped to the user, user ID to whom the dashboard is mapped will be shown as mapped value.

    In case if the dashboard is mapped to the party, party ID to whom the dashboard is mapped will be shown as mapped value.

    In case if the dashboard is mapped to the Role, role name to whom the dashboard is mapped will be shown as mapped value.
    Date Created The date on which template mapping was created.
    Actions Link to delete the mapping.
  5. From the Mapping Type list, select the appropriate option for which you want to view the mapping.
    The Dashboard Builder - Mapping Summary screen appears.
  • Create Mapping
    This topic describes the systematic instruction to Create Mapping screen.
  • Delete Mapping
    This topic describes the systematic instruction to Delete Mapping overlay screen.

Parent topic: Dashboard Overview