Dashboards are designed for organizations and individuals to bring their enterprise data of interest on one single page, for quick access to the latest information, all in one place. You can create multiple Dashboards, set one as your personal Home Page, share with, and receive Dashboards from others.
Dashboards are typically used to:
- Follow the status of information you are responsible for or involved with.
- Shed some light on a specific scope, e.g. an upcoming rationalization initiative, to enable conversations in a meeting or share with the owners of the applications in scope.
- Support an on-going project and insure all involved individuals have access to the same information.
Dashboard allows you to find information quickly, collaborate on information with contributors consistently, and communicate on key topics with wider stakeholders easily.
Navigate to Dashboards
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From the Main Navigation, click on the
Dashboards menu.
Figure 1. Access the Dashboards from the Main menu to create, use, and manage them - To create and manage personal Dashboards, use the first tab "My Dashboards".
- To access Dashboards Shared with you, use the second tab "Shared with me":
- they have been created by another user
- they have been shared with you directly or with people with the same user role
- content related to a dedicated topic is directly available for you to explore.
Create your first personal Dashboard
Creating Dashboards is really easy, it is a flexible tool to keep track of information right out from the repository. Give it a try!
Learn more about how to use Dashboard here.
Manage and Use Dashboards
- From the My Dashboards menu, select one or many Dashboard(s) and access options to:
-
Copy
the Dashboard(s) to create and amend a copy of the current Dashboard.
-
Configure
the Dashboard(s).
-
Delete
the Dashboard(s).
-
Copy
- Click on a Dashboard name to open it.
- Browse Dashboard content using the right-hand scrollbar.
- You will see information displayed in different formats: Views, Diagrams, Reports, and others.
- Widgets are used to place content on the Dashboard.
- You can interact with the content and navigate to a View or a Model Item's Object Details.
- Manage it via the following options:
- Set the Dashboard as your personal Home Page
.
-
Share
the Dashboard with others, people or user-roles.
-
Copy
the Dashboard to create and amend a copy of the current Dashboard.
-
Edit
the Dashboard with new widgets for instance.
-
Configure
the Dashboard, its name and description.
-
Delete
the Dashboard.
- Set the Dashboard as your personal Home Page
- Browse Dashboard content using the right-hand scrollbar.