Managing dashboards

You can view, search, modify, delete, import or export dashboards. You can also view, modify, or delete widgets within a dashboard.

About this task

If data definition is not set or is incomplete for any of the widgets within a dashboard, then the dashboard is saved as a draft dashboard, and a Draft Draft icon is displayed next to it. After you set data definition in all the widgets of the dashboard, the dashboard is complete, and it displays a Dashboard Dashboard icon next to it.

Procedure

Viewing, deleting, or searching the existing dashboards

  • To view, delete, or search the existing dashboards, complete the following steps:
    1. In the navigation pane of Dashboard Designer, click Dashboards > Manage Dashboards.

      An All Dashboards page opens in a new tab. The page displays all the already created dashboards.

    2. Complete any of the following steps:
      • To view dashboards that belong to a category, from the View list, select a category.
      • To find a dashboard, enter the name or category of the dashboard in the Search field.
      • To delete a dashboard, either select a dashboard and click the Delete button, or click the Delete Delete icon on the dashboard row.
      • To delete multiple dashboards, select the dashboard that you want to delete, and then click the Delete button.
      • To create a copy of a dashboard, click the Copy Copy icon icon on the dashboard row. In the Create Copy window, complete the following steps:
        • In the Name field, enter a new name for the dashboard. You can use alphanumeric characters, spaces, and underscore in the dashboard name.
        • To save the dashboard to an existing category, click Existing Category, and select a category from the list.
        • To save the dashboard to a new category, click New Category, and enter a name for the new category.
        To save the dashboard copy, click Save.

Modifying name of a dashboard or widget

  • To modify name of a dashboard, its sub title, or name of the widgets that are contained within the dashboard, complete the following steps:
    1. In the All Dashboards page, click the View/Edit View or edit icon that is displayed on the dashboard row.

      The dashboard opens in a new tab. The page displays the dashboard name, sub title (if any), and all its widgets.

    2. Complete any of the following steps:
      • To modify name of a dashboard, click the Edit Dashboard Name Edit Dashboard Name icon that is displayed next to it, and enter a name.
      • To modify sub title of a dashboard, click the Edit Description Edit Description icon that is displayed next to it, and enter a name.
      • To modify name of any widget that is contained within the dashboard, click the Edit Widget Title Edit Widget Title icon that is displayed next to it, and enter a name.
    3. To save the changes, click Save.

Modifying dashboard layouts to add more widget placeholders or delete existing widgets

  • To modify layout of a dashboard, complete the following steps:
    1. In the All Dashboards page, click the View/Edit View or edit icon that is displayed on the dashboard row.

      The dashboard opens in a new tab. The page displays the dashboard name, sub title (if any), and all its widgets.

    2. The Show Gridlines checkbox is selected by default. If you do not want grid lines, clear the checkbox.
    3. Click the More options More options list, and click Edit Layout.

      The page displays a toolbar that shows the Undo Undo icon, Redo Redo icon, Delete Delete icon, and Reset Reset icon icons.

    4. Go to the end of dashboard, and drag the layout edge to increase its height.
    5. Complete any of the following actions:
      • To add a widget placeholder to the layout, place the pointer in the layout area and drag it to create a box. You can add multiple placeholders to the dashboard.
      • To delete any of the existing widgets or any of the newly added placeholders, click the widget or placeholder, and then click the Delete Delete icon icon on the toolbar.
      • To undo or redo your changes, click the Undo Undo icon icon or the Redo Redo icon icon.
      • To delete all the existing widgets and all the newly created placeholders, click the Reset Reset icon icon.
        Note: After you click the Reset Reset icon icon, you cannot undo or redo your changes. The entire dashboard is cleared.
    6. To switch back to the dashboard design view, click the Back To Dashboard Design View Back To Dashboard Design View icon.
    7. To save the changes, click Save.

Adding, deleting, or modifying widgets within a dashboard

Adding, deleting, or modifying existing relations (if any) within dashboard widgets

  • To add, delete, or modify existing relations within dashboard widgets, see Setting relations.

Adding or deleting dashboard-level filters

  • To add or delete dashboard-level filters, complete the following steps:
    1. In the All Dashboards page, click the View/Edit View or edit icon that is displayed on the dashboard row.

      The dashboard opens in a new tab. The page displays the dashboard name, sub title (if any), and all its widgets.

    2. To delete a filter, click the Delete Delete icon that is displayed near the filter.
    3. To add a default or custom filter, in the navigation pane, click Filters, expend either Default or Custom, and drag a filter to the filter area on the dashboard.

      If you add filters, then you must map them to the widgets. For more information, see Creating a dashboard.

      For more information about default and custom filters, see Filters.

    4. To save the changes, click Save.

Previewing or Deploying dashboards

  • To preview or deploy a dashboard, complete the following steps:
    1. In the All Dashboards page, click the View/Edit View or edit icon that is displayed on the dashboard row.

      The dashboard opens in a new tab. The page displays the dashboard name, sub title (if any), and all its widgets.

    2. Complete any of the following steps:
      • To preview the dashboard, click the Preview Preview icon.

        The dashboard preview opens in a new tab.

      • Only a Menu Administrator, System Administrator, or Publisher can deploy a dashboard. Click the Deploy Deploy icon icon.

        The dashboard is deployed on Engine. Only if the dashboard is attached to a menu, it is displayed on the Engine user interface. Else, the dashboard is only listed in the Schedule Task window.

Viewing JSON source of a dashboard

  • To view JSON source of a dashboard, complete the following steps:
    1. In the All Dashboards page, click the View/Edit View or edit icon that is displayed on the dashboard row.

      The dashboard opens in a new tab. The page displays the dashboard name, sub title (if any), and all its widgets.

    2. To view JSON code of the dashboard, click the View Source View source icon.

Importing or exporting dashboards

Results

The All Dashboards page displays the following audit trail details for each updated dashboard:
  • Dashboard name
  • Dashboard category
  • Date and time when the dashboard was first created, and the username of the user who first created the dashboard.
  • Date and time when the dashboard was last modified, and the username of the user who last modified the dashboard. Only the latest record is displayed.