Dashboard Details
- 1 Overview
- 2 Accessing the Dashboards
- 3 Dashboard Security
- 4 Dashboard Tabs
- 5 Setting Order of Dashboard Tabs
- 6 Creating a Dashboard
- 7 Editing a Dashboard
- 8 Copying a Dashboard
- 9 Renaming a Dashboard
- 10 Deleting a Dashboard
- 11 Setting a Default Dashboard
- 12 Changing Dashboard Visibility
- 12.1 Visible To
- 12.2 Visible By Default
- 12.3 Show/Hide
- 13 Refreshing Dashboard Data
- 13.1 Automatic Refresh
- 13.2 Manual Refresh
- 14 Promoting a Dashboard
- 15 Closing the Dashboards
Overview
Dashboards are sets of Widgets that provide quick access to information about the Universal Controller activity and system information.
The Controller Home Dashboard, which displays when you log in to the Controller, is a system-defined dashboard.
The Controller provides a set of Widgets, each of which you can add to any dashboard. You also can create your own Widgets and add them to any dashboard.
Note
You cannot add Widgets to or remove Widgets from the Home dashboard, and you cannot delete the Home dashboard, but you can copy it.
Accessing the Dashboards
To access the Dashboards, you can either:
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.
Dashboard Security
By default, all users can create, edit, and delete their own dashboards. To enforce stricter dashboard creation constraints at the user level, refer to the Strict Dashboard Create Constraints Universal Controller system property.
For authorization to create, edit, or delete a dashboard with Everyone or group visibility, refer to the ops_report_admin, ops_dashboard_group, and ops_dashboard_global roles.
Dashboard Tabs
Within the Dashboards tab, each dashboard that is visible to you, including your Home dashboard, will appear as a selectable tab along the bottom of the Dashboards page.
In order to distinguish dashboards that you have created from dashboards that you have inherited, you can select to display a visibility icon in the Dashboard tabs (see the Use Dashboard Visibility Icons user preference).
Visibility | Icon | Description |
|---|---|---|
User | Dashboards visible to a specific user will be designated with an icon depicting one user. | |
Group | Dashboards visible to 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 three users. |
Setting Order of Dashboard Tabs
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.
You can change the order of the Dashboards tabs by clicking any tab and dragging it left or right.
The Dashboard tabs for any new dashboards created/copied since the last time that the tabs were re-ordered will display at the end of those re-ordered tabs, sorted by create time.
Creating a Dashboard
For dashboard create authorization, see Dashboard Security.
To create a dashboard:
Step 1 | Access the Dashboards page. |
|---|---|
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:
With the ops_dashboard_global role, you can additionally choose Everyone as a Visible To designation. With the ops_dashboard_group role, you can additionally choose any group in which you are a member as a Visible To designation. 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. |