In organisations and projects, dashboards are a great way to gain an overview of system-relevant work flows, work loads and data. Alongside being configurable to the needs of a project or organization, dashboards are also very useful in aiding in tasks, such as comparing the progress of different teams or sprints.
Create a dashboard
Information stored on a dashboard is displayed in multiple boxes, which can be configured according to what the user wants to display. A maximum of five boxes can lined up next to each other. Any further boxes created by the user will be stored underneath the first five.
- In the context menu of a package, execute the command Create other/ Dashboard.
- Name the dashboard and enter a subheading in the field Header.
- Select Open option in the bottom left corner and click OK.
The newly created dashboard will open in the center of the screen.
In order to view content on a dashboard, you firstly need to create at least one group. You use a group to specify the size of charts, key figures, or queries when displayed within the group. You can also name groups. The name is displayed above the content.
- Click the Plus button to define an area or group.
- Use the drop-down menu to specify the size of each item. You can change the size at any time.
- Click on the Plus button in the middle and select what you want to create. You can choose between indicators (key indicator), diagrams (graphical diagrams, charts) and views (views and queries).
- Depending on what you have selected here, you enter a context element or a view.
Confirm your choices, and continue creating further areas and elements.
Open a dashboard
To open a dashboard, select the Show command in its context menu, or simply double-click on it.
If you want to show, edit or delete further key figures, activate the edit mode of the dashboard by clicking the Activate editmode button in the top right corner.
Each key figure and diagram has its own edit button. Click the button to change the name of the indicator, the indicator type, and the context/activity.
If you want to create additional key figures or charts, click on the Activate Editmode button in the top right corner. A plus button appears in the key performance indicators and chart areas, which you can use to add further elements to the relevant area.
To delete an element, such as a key figure or diagram, simply click on its Delete button.
Refresh a dashboard
When a dashboard is opening, its current status is always displayed. However, if the view is open for long time during work and changes to a project, you can refresh the view by pressing F5. If the dashboard contains a lot of tiles, a quicker way to refresh the view is with the Calculate performance indicators task.
Delete a dashboard
To delete a dashboard, select it in the Products window, and execute the command Delete in its context menu. If the dashboard is in the topic bar, you can also delete it from there.