Dashboards

To make a custom Dashboard accessible within the platform, you must link the Dashboard asset that you defined above to an EDP Dashboard asset. This section assumes that you've already created the custom Dashboard (for more details on creating a custom Dashboard, see Explores). 

1. In the Display Name field, enter the name of the new Dashboard.

2. Click add. The Edit Dashboard pop-up window is displayed.

3. Select an icon image for the Dashboard.

4. The Display Name field is populated with the value you entered above; optionally edit this value.

5. The Internal Name is automatically populated based on the Display Name value. This field is disabled by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value. 

6. In the "Description" field, enter a description of the custom Dashboard.

7. From the "Type" drop-down menu, select Custom Dashboard. 

8. In the "Dashboard ID" field, select the name of the custom Dashboard. 

9. Optionally, check Show in Navigation if you want this Dashboard to be accessible directly from the EDP left-hand navigation pane. If you uncheck this, you'll only be able to select the Dashboard from the Dashboards screen. 

10. Check Show Heading if you want the Dashboard name displayed at the top of screen.

11. In the "Application Type" field, select EDP. 

12. Click save. 

To view a Dashboard: 

1. Click the name of the desired Dashboard. The Dashboard is displayed using the default Filter settings. 

Note: If the Dashboard was configured with the Show in Naviagtion feature enabled, then you can select it directly from the EDP left-hand navigation menu. 

A Dashboard typically consists of multiple tiles arranged into a grid, which each tile containing relevant data or a visualization. Once you've created a custom Dashboard, you may want to add more tiles to it, or rearrange the tiles within the Dashboard. 

1. Click the name of the desired custom Dashboard. The Dashboard is displayed using the default Filter settings. 

2. Near the top-right corner of the Dashboard, click edit. The platform toggles the Dashboard to "edit mode."

3.  While in edit mode, you can add different types of content to the Dashboard:

• Add an Explore: Click new tile, and select the desired Explore from the pop-up window. You can optionally edit the Explore from within this window. 

• Add a Look: Click looks, and select the desired Look from the pop-up window. 

• Add Text: Click text. In the Add Text pop-up window, enter and format the text as desired, then click save.

• Add Filter (see below for details)

4. To rearrange the tiles, hover your mouse cursor over a tile. Click-and-drag the "handle" icon that appears in the top-left corner of the tile.  Drop the tile in its desired new location.

5. To resize a tile, hover your mouse cursor over a tile. Click-and-drag the bottom-right corner of the tile to make it bigger or smaller.  

6. To remove a tile, hover your mouse cursor over a tile. Click the three-dot icon in the top-right corner, and select Delete. A confirmation dialog box is displayed; click ok. 

7. When finished, click done editing. The platform toggles the Dashboard back to "display mode." 

You can add a Filter to a custom Dashboard, which allows the user to limit the data used in the Dashboard. You should always define a default value for a Filter. 

1. Navigate to the Dashboard and click edit to toggle on edit mode. 

2. Click filters. The Add / Edit Dashboard Filters pop-up window is displayed.

3. Enter a name for the Filter. 

4. From the "Type" drop-down menu, select how to Filter the data:

• Field: Select the field, then select an operator and default value.

• Date: Define the default date range.

• Number: Select an operator and default value. 

• String: Select an operator and default value. 

5. Click the add button (plus-sign icon). 

6. Repeat the above steps as needed. Multiple Filters are joined with an OR operator. 

7. Select the Tiles to which the Filter should apply. To enable a Tile, click the toggle switch next to its name. 

8. Click save. 

9. When finished, click done editing. The platform toggles the Dashboard back to "display mode." The Filter appears at the top of the Dashboard. 

To view or edit the properties of a Dashboard. 

1. Click the Edit icon next to the desired Dashboard. The Edit Dashboard pop-up window is displayed.

2. Make any changes to the Dashboard properties.

3. Click save.

Note: You can also edit the Dashboard properties while viewing the Dashboard. From the Actions menu in the top-right corner of the Dashboard, select Edit. 

To delete a custom Dashboard. 

1. Click the Delete icon next to the desired Dashboard. A confirmation dialog box is displayed.

2. Click confirm.