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- Click the Dashboards tab to display the currently selected dashboard.
- Click the Home icon at the top of any page to display your Home dashboard.
- Click Dashboards in the Reporting navigation pane to display your default dashboard.
Unless you manually close the dashboards, the dashboards remain open throughout your Controller session, and the Dashboards tab displays at the top of every page.
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Visibility | Icon | Description |
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User |
| Dashboards visible to a specific user will be designated with an icon depicting one user. |
Group |
| Dashboards visible to a specific group(s) will be designated with an icon depicting two users. |
Everyone |
| Dashboards visible to all users will be designated with an icon depicting four three users. |
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A tab displays at the bottom of the Dashboards page for every dashboard that you create (or copy.) By default, the Home dashboard tab displays first, followed by tabs in the order (by time) that their dashboards were created/copied.
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For dashboard create authorization, see 794509489 Dashboard Security.
To create a dashboard:
Step 1 | Access the Dashboards page. | ||
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Step 2 | From the Customize drop-down list at the bottom of the page, click New. The New Dashboard pop-up dialog displays. | ||
Step 3 | Enter a Name for the new dashboard and a Visible To designation (default is Me).:
The Name must be unique within the selected Visible To designation. | ||
Step 4 | Click OK. An empty Dashboard page displays. | ||
Step 5 | By default, a new dashboard provides two columns, into which you can add any number of Widgets. | ||
Step 6 | To display a call-out of current data for any section of a Widget, hover your cursor over that section. The call-out identifies:
For Composite Widgets, the call-out identifies the statuses included in each of its Activity Widgets. | ||
Step 7 | If you want to arrange your Widgets into more columns, click the Column Properties drop-down list above any column and then click Add Column. | ||
Step 8 | If you decide that you do not want a selected Widget in the dashboard, click the x icon in the top right corner of the Widget to remove it. | ||
Step 9 | If you want to add some space between Widgets in a column, drag and drop the Spacer Widget from the list. | ||
Step 10 | Click the Save button to save the dashboard and display it on the Dashboards page. A tab for that dashboard also displays at the bottom of the Dashboards page. |
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Step 1 | Access the Dashboards page. |
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Step 2 | At the bottom of the page, click the tab for the dashboard that you want to edit. That dashboard then displays. |
Step 3 | From the Customize drop-down list in the bottom right corner of the page, click Edit. The Column Properties header displays above each column of Widgets. |
Step 4 | Add, relocate, or remove any columns and/or Widgets from the dashboard (see 794509489 Creating a Dashboard for details.) |
Step 5 | Click the Save button. |
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Step 1 | Access the Dashboards page. |
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Step 2 | Display the dashboard that you want to copy. |
Step 3 | From the Customize drop-down list at the bottom right corner of the dashboard, click Copy. The Copy Dashboard pop-up dialog displays. |
Step 4 | Enter a Name for the copy of the dashboard and a Visible To designation (default is Me).
The Name must be unique within the selected Visible To designation. |
Step 5 | Click OK. The copy of the dashboard displays, and a tab for that copied dashboard displays at the bottom of the page. |
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Step 1 | Access the Dashboards page. |
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Step 2 | Display the dashboard that you want to rename. |
Step 3 | From the Customize drop-down list in the bottom right corner of the page, click Edit. |
Step 4 | Double-click the name of the dashboard in the tab along the bottom of the Dashboards page to highlight the name. |
Step 5 | Enter a new name for the dashboard and click Save. |
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Step 1 | Access the Dashboards page. |
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Step 2 | Display the dashboard that you want to delete. |
Step 3 | From the Customize drop-down list at the bottom right corner of the dashboard, click Delete. |
Step 4 | On the confirmation pop-up that displays, click Yes. The dashboard is deleted. |
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You can change the visibility of a dashboard so that it is visible to yourself, any group in which you are a membercombination of groups, or everyone.
You also can select whether or not to make a dashboard visible by default, as well as to override your default visibility selection by selecting to show or hide it.
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Step 1 | Access the Dashboards page. |
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Step 2 | From the Customize drop-down list at the bottom right corner of the dashboard, click Visibility.... The Dashboard Visibility pop-up dialog displays a list of all dashboards that are available to you, in tab order, followed by hidden dashboards. |
Step 3 | To change the visibility of a dashboard, double-click the 794509489 Visible To column for that dashboard and select Me, Everyone, or any Group of which you are a member. |
Step 4 | To select whether or not a dashboard is visible by default, double-click the 794509489 Visible By Default column for that dashboard and select Yes or No. |
Step 5 | To specify show/hide settings for a dashboard, double-click the Show/Hide column for that dashboard and select Show or Hide. |
Step 6 | Check Reset Visibility if you want to reset your show/hide customizations, default dashboard, and tab order. You will be prompted with the following confirmation when you submit your changes:  |
Step 7 | Click Submit to submit your visibility changes. |
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- To edit the Visible To of a dashboard currently assigned to Everyone, you must have the ops_dashboard_global role.
- To edit the Visible To of a dashboard currently assigned to a group you are a member of, you must have the ops_dashboard_group role.
- If you are permitted to edit the Visible To of a dashboard, when you click the Visible To cell, a drop-down list displays with the following options.
- Me
- Everyone (if you have the ops_dashboard_global role).
- Each group you are a member of (if you have the ops_dashboard_group role).
- Each group the dashboard is currently visible to, even if you are not a member yourself.
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If you unselect a group that you are not a member of from the Visible To column, and submit the change, you will not be able to add that group back. You can only select and unselect visibility for groups that you are a member of. |
You cannot modify the Visible To designation for your home dashboard.
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You can edit the show/hide customization for any available dashboard except the your home dashboard, which will always display as Show.
Note title Note While modifying the 794509489 and 794509489 Visible To and Visible By Default options requires dashboard update permission, modifying the show/hide customization does not, as the show/hide customization data is owned by the user.
- For any dashboard with Me visibility, clicking the Show/Hide column displays a drop-down list with Show and Hide options (Show is the default).
- For any dashboard with group visibility or Everyone visibility, clicking the Show/Hide column displays a drop-down list with Show, Hide and blank options (blank is the default).
- Show indicates the dashboard should be shown regardless of the Visible By Default configuration.
- Hide indicates the dashboard should be hidden regardless of the Visible By Default configuration.
- Blank indicates the dashboard should be displayed based on the Visible By Default configuration. If the dashboard is the your default dashboard, the blank option is not available, and the Show/Hide value will default to Show.
- If the dashboard is the your default dashboard, changing the Show/Hide value from Show to Hide will clear the default dashboard designation.
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- To manually refresh the data on all Widgets in a dashboard, click the Refresh button in the bottom right corner of the dashboard.
- To manually refresh the data for a single Widget, click the Refresh icon in the top right corner of the Widget.
Promoting a Dashboard
You can perform a Bundleless Promotion of a Dashboard by accessing the Customize drop-down list at the bottom right corner of the dashboard and clicking Promote...
If Follow References = false for a promotion, any widget required by a promoted dashboard must already be available on the target system.
For details on how the Controller resolves dashboards that references widgets, see Preparing Bundles for Promotion / Widgets.
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- Click the Home icon at the top of any page to display your Home dashboard.
- Click Dashboards in the Reporting navigation pane to display your default Dashboard.