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My Dashboards provides each Service Manager user with a personal dashboard. My Dashboards display charts that have been created against Views providing a visual perspective of the requests and information that is most important and relevant to each user along with the to ability drill down to the requests that make up each chart.
Creating content for My Dashboards
My Dashboard is made up of charts that are defined against Views that contain criteria to define sets of related requests for display within your request list. Once a chart has been created for a View, it can be enabled for display on the My Dashboards. It is possible to define one or multiple charts against each View you have defined.
Please see the following links on how to define and manage Views and Charts.
Managing My Dashboards
Once you have one or more charts defined against one or more Views you can access these charts on My Dashboard by clicking on the the graph icon in the request list toolbar.
- Visibility
Charts are only visible on My Dashboard if they have been marked as visible (Configurable from within the charts tab on the Views Configuration). - Moving
Charts can be moved around My Dashboard by selecting the ‘move’ icon on the chart you wish to move, and then dragging and dropping the chart into the desired location. - Size
Each Chart can have its size changed to provide the best fit for the data being displayed. When you place your mouse over any chart, a drop-down option is available to select a small, medium or large layout.
Adding a new dashboard
My Dashboards has a single default dashboard from where additional dashboards can be created. Each dashboard can be used to group related charts.
Moving Charts between dashboards
From any dashboard, a chart’s properties can be opened and the dashboard where the chart will be displayed can be selected.
- Click on the edit (pencil) icon on the chart.
- In the Dashboard section select a dashboard where the chart will be displayed. Optionally create a new dashboard if a suitable dashboard hasn’t been created yet.
Dashboard options
When a dashboard has been selected, there are three options available in the top right of the dashboard view.
- Edit the selected dashboard. Select the dashboard that you want to modify and then click on the pencil icon to change the name and description of the dashboard.
- Deleting a dashboard. Select the dashboard that you want to delete, and then click on the delete button. All charts belonging to a dashboard that is being deleted will be automatically changed to the default Chart dashboard.
- Configure dashboards. This option applies to all dashboards. There are two settings for dashboard configuration.
- Order. The order that dashboards are displayed in.
- Default Dashboard. The dashboard to display when opening My Dashboards.
Drill down data
On each chart some areas can be selected to access the requests that make up either the entire chart or one particular segment. When you drill down on a chart the associated requests will be displayed in the request list.
- Chart Title
View the entire data set of the chart by clicking on the chart title. - Chart Segment
Clicking on an individual segment of a chart (Pie, Bar, line etc) will take you back to the request list and display the requests that make up that segment. - Return to My Dashboard
Clicking on the x next to the visible filter or clicking on the My Dashboard icon will return you to My Dashboard. - Clearing the Drill Down List
To clear the drill down list and remain on the request list, select any of the filter icons, view options, or the home icon.
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