Dashboards are a way for you to completely customize the content presented on a page in MetaKarta. They have full BI reporting dashboard capabilities (tile layout, widgets for containers, numbers, statistics such as grids, bar or pie charts, etc.), but apply to the metadata in the repository, and are based upon Metadata Query Language (MQL) along with worksheets and collections.
As with Collections and Worksheets, users have the ability to save/manage/share Dashboards.
Explore Dashboards
You may use the dashboard explorer to select and present results according to the worksheets available.
Steps
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Go to DASHBOARDS > Explore.
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Select the dashboard to use from the pick lists:
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Favorites
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Recent
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Personal
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Shared with me
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You may filter the dashboard lists by entering text.
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Click on any item results to edit and manage that dashboard.
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Click Preferences icon to set the Maximum count for each presentation of dashboards.
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Click Close to close the explorer.
Example
Click Close to close the explorer.
Create a Dashboard
To build a dashboard, you will either start with an empty one (new) or Save As.. from an existing one.
Steps
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Either:
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Go to DASHBOARDS > Manage to begin working on a dashboard. You may also click DASHBOARDS > and select any of the options under
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Explore
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Defaults
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Favorites
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Recent
Or
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Go to DAHSHBOARDS > New Dashboard.
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For a new dashboard, create it and specify the Name, Layout, Sharing and Description.
Example
Here, we will create a new dashboard from scratch.
Log in as Administrator. Go to DASHBOARDS > Manage and click Create. Enter "My Dashboard" in the Name text field. Choose the three-column Layout.
Layout the Dashboard
When laying out the dashboard you will not be able to add containers above the first one. Instead, you will have to copy the top one and then edit it to reflect the new design.
Share the Dashboard with Users and Groups
Example
SHARE it with the Administrators group.
Enter a DESCRIPTION and click OK.
It is now in the list, and note it is shared.
Click on My Dashboard in the list to edit.
Create a New Dashboard from an Existing One
Steps
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Open a dashboard for editing.
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Go to SAVE AS and specify a new dashboard name
Example
In particular, you may create a dashboard based upon the dashboard you just created
Log in as Administrator. Go to DASHBOARDS > Manage and click Create. Enter "My Default Dashboard" in the Name text field. Under SAVE AS, select Generate Sample Dashboard and you will be editing the homepage dashboard.
There is a downward facing caret allowing you to expand or contract each section/widget in the Dashboard
Edit (Customize) a Dashboard
Whether editing a saved dashboard or simply working with a search result that is presented as a dashboard, this is the common environment for filtering and manipulating that dashboard.
Steps
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For a new dashboard, specify the Name, Layout, Sharing and Description.
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For an existing dashboard go to More Actions > Customize to start editing.
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From here you may:
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Populate cells: Drag any widget from the right panel into the left portion of the dashboard and then click CONFIGURE.
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Add a container:
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Rename a dashboard
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Save
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Save as a new dashboard
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Examples
Click DASHBOARDS > Explore and pick My Dashboard.
Go to More Actions > Customize.
One may now edit the dashboard
Dashboard Settings
You may specify default setting for a dashboard here.
Steps
- Navigate to the dashboard.
- Click SETTINGS
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Click on the Settings tab
- Set the default BACKGROUND COLOR the dashboard
- Pick one of the PRESETS to define Settings, Container Defaults and Widget Defaults
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Click on the Container Defaults tab to set the defaults for containers:
- TITLE COLOR for the title text
- BACGROUND COLOR for titles or leave blank to be transparent
- TITLE FONT SIZE
- type of corners to be used (ROUNDED or right angle)
- TITLE HORIZONTAL ALIGNMENT as Left, Center or RIght
- INSIDE MARGIN (in pixels) on the inside of containers
- To SHOW a LINE SEPARATOR
- Pick one of the PRESETS to define Container Defaults.
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Click on the Widget Defaults tab to set the defaults for widgets:
- TITLE COLOR for the title text
- BACGROUND COLOR for titles or leave blank to be transparent
- TITLE FONT SIZE
- type of corners to be used (ROUNDED or right angle)
- TITLE HORIZONTAL ALIGNMENT as Left, Center or RIght
- INSIDE MARGIN (in pixels) on the inside of containers
- To SHOW a LINE SEPARATOR
- Pick one of the PRESETS to define Widget Defaults.
You may override these defaults in children containers and widgets.
Example
Navigate to My Dashboard and click SETTINGS.
Click on the Settings tab
Click on the Container Defaults tab
Click on the Widget Defaults tab
Click OK to APPLY and CLOSE.
Add a Container to a Dashboard
In order to place more horizontal structure into a cell in a dashboard, you may drag a container into any location a widget can be placed.
Containers may be placed to any level of depth inside of cells which are themselves inside a container and so on.
Steps
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Navigate to the dashboard.
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Click More Actions and then Customize
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Click START EDITING.
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Drag the Container widget into the dashboard.
Example
Navigate to My Dashboard and click More Actions > Customize.
Click START EDITING.
Drag the Container widget into the body of the dashboard.
Pick the LAYOUT with three columns.
Click OK.
Add Columns or Rows to a Container
You may also insert or remove columns and rows as needed after you have defined the basic layout.
Steps
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Navigate to the dashboard.
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Click More Actions and then Customize
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Click START EDITING.
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Drag the Container widget into the dashboard.
Example
Navigate to My Dashboard and click More Actions > Customize.
Click START EDITING. Drag the Container widget into the body of the middle container section.
Click the Settings icon in the upper right of the new container and pick the Insert column before.
Other Common Widget Settings
Customize Setting for a Widget
You may select Edit Title when customizing a container. Please places text as a title where you full control of the font, font size, color, alignment, and a line separator:
These may override the default settings at any level.
Add a Widget to a Dashboard
You may include a variety of widgets in a dashboard or within Containers in a dashboard.
Steps
- Drag the widget from the pallet on the right into below an object or inside a container.
Common Widget Display Options
These may be used to override the defaults.
The following properties are on the Display Options tab, common to all widgets.
TITLE: Title presented at the top of the widget.
TITLE COLOR: Color of the title text presented at the top of the widget.
DESCRIPTION: Description for the widget.
Show only as tooltip: Description will only be presented when you move the pointer over the widget.
WIDGET MAXIMUM HEIGHT: Maximum height that the UI should provide for the widget in pixels.
Hide Widget when empty: Do not show the widget if empty. The meaning of empty varies by widget.
Worksheets, Dashboards and Collections Widget
With one of these widgets you may embed a reproduction of the options under the WORKSHEETS, DASHBOARDS or COLLECTIONS menu inside a dashboard.
Drag the Dashboards widget into the center portion of the dashboard.
We have a reproduction of the options under the DASHBOARDS menu.
Worksheet Widget
With this widget you may embed the results of a worksheet into the dashboard.
Drag the Worksheet widget into the left portion of the dashboard.
Click CONFIGURE.
Hide empty columns mean that attribute columns which are empty for all the results in the list will be hidden.
You may Define a query right in the widget or Select a worksheet already defined to reuse.
Click Select and pick Non-Certified Terms from the list.
Click APPLY.
The Dashboard is updated in the background.
Click Display Options
These are the common display options you may specify on the widget.
Click CLOSE.
Counter Widget
With this widget you may embed a count of the elements in a worksheet into the dashboard.
Drag the Counter widget into the right portion of the dashboard and click CONFIGURE. Select the Non-Certified Terms worksheet.
You may check the box for Summarize Number in order to ???
Click OK
We have the total number of terms which have not been certified.
Percentage Widget
With this widget you may embed percentages based upon particular columns of a worksheet into the dashboard.
Drag the Worksheet Percentage Statistics widget into the bottom portion of the dashboard.
Click Define next to the TARGET COUNT FILTER and click CONFIGURE.
Click EDIT to create a query (worksheet equivalent) which contains all terms.
The Target is the set that designates completeness.
Click EDIT next to ACTUAL COUNT FILTER to create a query (worksheet equivalent) which will provide the actual count of objects to report.
Click Percentage. Click OK. Click SAVE. Click STOP EDITING.
Attribute Statistics Widget
With this widget you may embed statistics based upon particular columns of a worksheet into the dashboard.
Drag the Attribute Statistics widget into the bottom portion of the dashboard.
Click CONFIGURE. Select the Non-Certified Terms worksheet and select the
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Certified Terms worksheet
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Certified By attribute
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Pie chart type.
Click APPLY.
APPLY applies the changes immediately in the background.
Go to the Display Options tab and:
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Enter "Certified By" in the title
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Uncheck the Hide widget when empty checkbox.
Click OK
OK applies the changes and closes the dialog.
Now, lets Configure the widget again and specify a Tree Map, instead of the Pie.
And the result is:
Now, let's specify Percentages for the CHART TYPE.
Collection Widget
With this widget you may embed the contents of a collection into the dashboard.
Create a Container at the bottom of the dashboard. Drag the Collection widget into the container and click CONFIGURE.
Select the Hot Reports collection. Set the LIMIT (number of lines) to 3.
Click OK.
The top three Hot Reports are embedded in the dashboard.
Collection Counter Widget
With this widget you may embed a count of the elements in a collection into the dashboard.
Drag the Collection Counter widget into the bottom portion of the container that the Hot Reports Collection widget is in dashboard and click CONFIGURE.
Select the Hot Reports collection.
Go to the Display Options tab and enter "Top 3 Hot Reports of " in the Title.
Click OK.
The number of Hot Reports is now embedded in the dashboard.
Recently Viewed Objects Widget
With this widget you may embed a reproduction of the OBJECTS > Recent menu list into the dashboard.
Drag the Recent Objects widget into the bottom portion of dashboard.
A list of recently visited objects is now embedded in the dashboard.
Popular Searches Widget
With this widget you may show the most commonly used text strings used to perform searches in the current configuration. These search statistics are based upon all searches which produce a worksheet.
Drag the Popular Searches widget into the bottom portion of the dashboard.
Click CONFIGURE. Select Word Cloud for CHART TYPE and Last 30 days for the PERIOD and "10" for the LIMIT.
Click APPLY.
APPLY applies the changes immediately in the background.
Go to the Display Options tab and:
- Enter "Popular Search Text in This Configuration" in the Title.
Click OK.
Current User Activity
This widget shows a the latest activity by the current user that is logged in.
HTML Text Widget
With this widget you may embed HTML formatted text into the dashboard.
By default, the Tomcat server is configured to reject any image not hosted on the application server. As a result, the link, html and image widgets do not allow referencing external images.
A simple change to the default tomcat configuration (in the $MM_HOME/tomcat/conf/web.xml) can fix that. Change:
<filter> <filter-name>SecurityHeadersFilter</filter-name> <filter-class>MITI.tomcat.filter.SecurityHeaders</filter-class> <init-param> <param-name>Content-Security-Policy</param-name> <param-value>default-src 'self'; child-src 'self'; img-src 'self' data:; script-src 'self' 'unsafe-eval' 'unsafe-inline'; style-src 'self' 'unsafe-inline';</param-value> </init-param> <init-param> <param-name>X-Content-Type-Options</param-name> <param-value>nosniff</param-value> </init-param> <init-param> <param-name>X-XSS-Protection</param-name> <param-value>1; mode=block</param-value> </init-param> </filter> To: <filter> <filter-name>SecurityHeadersFilter</filter-name> <filter-class>MITI.tomcat.filter.SecurityHeaders</filter-class> <init-param> <param-name>Content-Security-Policy</param-name> <param-value>default-src 'self'; child-src 'self'; img-src * 'self' data:; script-src 'self' 'unsafe-eval' 'unsafe-inline'; style-src 'self' 'unsafe-inline';</param-value> </init-param> <init-param> <param-name>X-Content-Type-Options</param-name> <param-value>nosniff</param-value> </init-param> <init-param> <param-name>X-XSS-Protection</param-name> <param-value>1; mode=block</param-value> </init-param> </filter>
Create a Container at the bottom of the dashboard. Drag the HTML Text widget into the container and click CONFIGURE.
Enter the text "PII Elements Identified and/or Tagged" and format as below:
Click OK.
The HTML text is now embedded in your dashboard.
is not allowed in the HTML widget as with any dashboard technologies (like any BI), custom HTML cannot useas it would break the overall layout. You may use multiple widgets in the dashboard and lay them out how you want.
Embedded Webpage Widget
With this widget you may embed any page referenced by a URL into the dashboard.
Drag the Embedded Webpage widget into the bottom of the container with the HTML Text and click CONFIGURE. Then click URL BUILDER
Click OK.
We replaced the fixed configuration version ID with a substitution parameter for it, thus this widget will present the PII element far whatever configuration is currently being viewed.
Click OK.
An HTML page from the product itself is embedded in the dashboard.
Image Widget
With this widget you may embed an image into the dashboard.
The image must be referenced as a URL. The product does not store these images for you.
By default, the Tomcat server is configured to reject any image not hosted on the application server. As a result, the link, html and image widgets do not allow referencing external images.
A simple change to the default tomcat configuration (in the $MM_HOME/tomcat/conf/web.xml) can fix that. Change:
<filter> <filter-name>SecurityHeadersFilter</filter-name> <filter-class>MITI.tomcat.filter.SecurityHeaders</filter-class> <init-param> <param-name>Content-Security-Policy</param-name> <param-value>default-src 'self'; child-src 'self'; img-src 'self' data:; script-src 'self' 'unsafe-eval' 'unsafe-inline'; style-src 'self' 'unsafe-inline';</param-value> </init-param> <init-param> <param-name>X-Content-Type-Options</param-name> <param-value>nosniff</param-value> </init-param> <init-param> <param-name>X-XSS-Protection</param-name> <param-value>1; mode=block</param-value> </init-param> </filter> To: <filter> <filter-name>SecurityHeadersFilter</filter-name> <filter-class>MITI.tomcat.filter.SecurityHeaders</filter-class> <init-param> <param-name>Content-Security-Policy</param-name> <param-value>default-src 'self'; child-src 'self'; img-src * 'self' data:; script-src 'self' 'unsafe-eval' 'unsafe-inline'; style-src 'self' 'unsafe-inline';</param-value> </init-param> <init-param> <param-name>X-Content-Type-Options</param-name> <param-value>nosniff</param-value> </init-param> <init-param> <param-name>X-XSS-Protection</param-name> <param-value>1; mode=block</param-value> </init-param> </filter>
Drag the Image widget into the bottom of the container with the HTML Text and click CONFIGURE.
Paste an IMAGE URL.
Click OK.
Link Widget
With this widget you may embed a link into the dashboard.
Drag the Link widget into the bottom of the container with the HTML Text and click CONFIGURE. Then click URL BUILDER
You can build a link that works just like the embedded URL, but not embedded.
By default, the Tomcat server is configured to reject any image not hosted on the application server. As a result, the link, html and image widgets do not allow referencing external images.
A simple change to the default tomcat configuration (in the $MM_HOME/tomcat/conf/web.xml) can fix that. Change:
<filter> <filter-name>SecurityHeadersFilter</filter-name> <filter-class>MITI.tomcat.filter.SecurityHeaders</filter-class> <init-param> <param-name>Content-Security-Policy</param-name> <param-value>default-src 'self'; child-src 'self'; img-src 'self' data:; script-src 'self' 'unsafe-eval' 'unsafe-inline'; style-src 'self' 'unsafe-inline';</param-value> </init-param> <init-param> <param-name>X-Content-Type-Options</param-name> <param-value>nosniff</param-value> </init-param> <init-param> <param-name>X-XSS-Protection</param-name> <param-value>1; mode=block</param-value> </init-param> </filter> To: <filter> <filter-name>SecurityHeadersFilter</filter-name> <filter-class>MITI.tomcat.filter.SecurityHeaders</filter-class> <init-param> <param-name>Content-Security-Policy</param-name> <param-value>default-src 'self'; child-src 'self'; img-src * 'self' data:; script-src 'self' 'unsafe-eval' 'unsafe-inline'; style-src 'self' 'unsafe-inline';</param-value> </init-param> <init-param> <param-name>X-Content-Type-Options</param-name> <param-value>nosniff</param-value> </init-param> <init-param> <param-name>X-XSS-Protection</param-name> <param-value>1; mode=block</param-value> </init-param> </filter>
So, let's get the structure of a URL. Open a new browser tab and go to WORKSHEETS > Glossary > Terms. Then specify a filter where Certified By does Not Exist.
Now, paste that link back into the Link Widget Settings dialog. Click URL BUILDER.
Now, select the "-1_25" (i.e., the congfigId) in the URL and click on Configuration Version Identifier.
The URL is replaced with a substitution parameter. In this way, you may use this link in ANY configuration, and it will always present the terms without certification.
Go to the Display Options tab and specify "Link to Terms to be Certified" as the Title. Click Save.
Click Save for the dashboard.
Links Widget
With this widget you may embed a link into the dashboard.
Drag the Links widget into the bottom of the container with the HTML Text and click CONFIGURE. Then click URL BUILDER
You can build a link that works just like the embedded URL, but not embedded.
So, let's get the structure of a URL. Open a new browser tab and go to WORKSHEETS > Glossary > Terms. Then specify a filter where Certified By does Not Exist.
Now, paste that link back into the Link Widget Settings dialog. Click URL BUILDER.
Now, select the "-1_25" (i.e., the congfigId) in the URL and click on Configuration Version Identifier.
The URL is replaced with substitution parameter. In this way, you may use this link in ANY configuration, and it will always present the terms without certification.
Go to the Display Options tab and specify "Link to Terms to be Certified" as the Title. Click Save.
Click Save for the dashboard.
Rename a Dashboard
When on the dashboards object page one may simply edit the name in place to rename a Dashboard.
Steps
- Navigate to My Dashboard and click on its name.
Example
Navigate to My Dashboard and click the name and type "My Renamed Dashboard".
Copy a Dashboard Container
You may copy any container or widget and then paste into another that you have already included in a dashboard.
Steps
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Navigate to My Dashboard
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Click More Actions and then Customize
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Click Settings and select Copy for the container or widget you wish to copy from.
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Click Settings and select Paste for the new container or widget
Manage Dashboards
You may also select DASHBOARDS > Manage to manage your existing dashboards.
Steps
1.Go to DASHBOARDS > Manage.
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You see the list of Favorites. It is the default tab.
All the dashboards you have favorited are here.
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From here you may:
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Restrict the list by using the Search Text
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Favorite or un-Favorite a dashboard
2.Click the My tab.
All the dashboards you have favorited are here.
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From here you may:
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Open/Edit the dashboard
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Restrict the list by using the Search Text
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Create a new saved dashboard
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Delete and existing saved dashboard
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Favorite or un-Favorite a dashboard
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Share this dashboard with groups and/or users
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Edit the Name or Description of a dashboard
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Assign a dashboard to one or more (or all) Configurations
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3.Click the Recent Tab.
All the dashboards you have recently opened are here.
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From here you may:
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Restrict the list by using the Search Text
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Favorite or un-Favorite a dashboard
Example
Go to DASHBOARDS > Manage.
Click the My tab.
Click Create. Enter the name "New Dashboard" and press Enter.
You will then have a dashboard actually saved but with no filters defined yet.
4.Click the Recent Tab.
Delete a Dashboard
You may delete any dashboard that you created.
You may not Delete dashboard owned by others. However, you may simply unfavorite what is shared with you to remove it from your usual lists.
Steps
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Go to DASHBOARDS > Manage.
You may click the My tab in order to only see dashboards you may delete.
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Select the line of the dashboard to delete.
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Click Delete.
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Click Yes.
Example
Go to Dashboards > Manage.
Click the My tab.
Select New Dashboard and click Delete.
Click Yes.
Favorite a dashboard
You may favorite any dashboard that you created or is shared with you.
You may not "delete" dashboards created by others. However, you may simply unfavorite what is shared with you to remove them from your usual lists.
Steps
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Go to DASHBOARDS > Manage.
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Click the Favorite icon.
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To un-favorite, click the Favorite icon.
Example
Go to DASHBOARDS > Manage. Click the Favorite icon next to New Dashboard. Then go to the Favorites tab.
Un-favorite New Dashboard by clicking Favorite
again.
Now it is removed from the Favorites tab.
Multi-Select in MANAGE Dashboards
You may perform all the MANAGE > Dashboard functions on multiple worksheets in the grid by multi-selecting. The Show actions control is then presented in the grid header with the number selected.
Shared Dashboard
Dashboards have an owner who is the creator of the dashboard. That owner may open, edit, or remove a dashboard. The dashboards that one owns may always be found in the My tab under DASHBOARDS > Manage.
In addition, a dashboard may be shared, with specific users and/or groups. One may share the dashboard as
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Viewer able to see and query with the dashboard, as well as save it as a new dashboard and edit it.
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Editor can edit the dashboard name and content. Only the owner can change the sharing options, assign to configurations and delete the object.
Once shared, users that are in the sharing criteria specified may view and favorite those worksheets, as well.
Assign a Dashboard to a Configuration
When you assign a Dashboard to one or more configurations, the Dashboard will only appear in those configurations for all by the DASHBOARDS > Manage screens, e.g., the DASHBOARDS > Explore menu.
If a configuration is deleted then the assignments to it are removed.
When only one configuration is assigned, on deletion, the assignment reverts to All.
Steps
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Go to DASHBOARDS > Manage.
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Go to the My tab.
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Double-click in the Configurations cell for the row containing the Dashboard.
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Pick one or more configurations to assign the Dashboard to.
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To assign a Dashboard to all configurations, simply remove the specific (or all) specific configuration assignments.
Example
Go to DASHBOARDS > Manage and go to the My tab double-click on the Configurations cell for New Dashboard.
Select the Configuration and click OK.
Now, go to the DASHBOARDS > Explore and note the New Dashboard is not in the FAVORITES list.
But, if you switch configurations to that one, you will see the New Dashboard.
Share a Dashboard
The owner (creator) of a collection may share that collection with users and/or groups.
You may also assign ownership.
Steps
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Go to DASHBOARDS > Manage.
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Go to the My tab.
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Either:
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Right-click a dashboard and select Share.
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Double-click in either the Viewers or Editors column for the collection to share
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Pick one or more users and/or groups to share the collection with.
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To un-share a collection, simply remove the specific (or all) users and/or groups.
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You may use the pencil icon next to the Owner to assign a new owner.
Example
Go to DASHBOARDS > Manage. Click the My tab. Click the line for New Dashboard.
Double-click in the Viewers cell
and pick the user Bob to assign the sharing role.
Click ADD.
Log out and log in as Bob.
Go to DASHBOARDS > Manage. Click the Shared with Me tab.
Click Search. Locate the New Dashboard. Click
Favorite next to that dashboard.
Now, go to the Favorites tab and see this dashboard as Bob.
You cannot add to this dashboard as Bob because Bob does not own it.
Click on the dashboard name and then click Save As and enter the name "Bob's Dashboard" and Click OK.
You may now edit the list. You could also share it back with Administrator.
You may save a shared collection before specifying whom to share it with. You may come back later and specify whom it will be shared with.
You may use the pencil icon next to the Owner to assign a new owner.
Using Shared Dashboards
Simply because you have shared a dashboard does not mean that all those other users can see it. They must first look it up in Shared with Me. Once they have done so, they may
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View it
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Favorite it
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Save As their own dashboard that they may edit.
Steps
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Sign in as a user with the Application Administrator capability global role assignment.
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Go to DASHBOARDS > Manage.
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Go to the Shared with Me tab.
This list will be empty at first. You must search for dashboards that are shared with you.
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Enter text in Search Text, pick an OWNER, or just click
Search.
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From here you may:
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Restrict the list by using the Search Text
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Restrict the list by using the OWNER
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Favorite or un-Favorite a dashboard
Example
Sign is as Bob. Go to DASHBOARDS > Manage, then go to the Shared with Me tab.
You may enter text, but in this case the list is short so just click
Search.
Select the My Dashboard and click Favorite.
Go to the Favorites tab.
The My Dashboard is now a part of your favorites.
Default Dashboards
If you wish to customize the home page, you may do so by defining a
default dashboard. If you create a dashboard as a System dashboard,
then it may be used as the default home page for specific users and
groups of users. You then Share one or more
system dashboards with the users and groups of users you wish to make
their homepage to be that system dashboard. You may
manage the system dashboards as with any
other dashboard.
You may manage the default dashboards uniquely using the MANAGE > Default Dashboards function.
Create a System Dashboard
Steps
- Either Save As an existing dashboard or create a new default dashboard.
When you Save As the dashboard, you may set the System radio button at that time.
Example
Sign in again as Administrator,
Open My Dashboard and click SAVE AS. Specify the name and other details as follows:
Then click the System radio button and click OK.
Now, refresh the browser to update the cache, sign in as Bob, who is a member of the Business Users group.
Because some of the collections and worksheets used in this dashboard are not shared with Bob, or the Business Users group, there are warning symbols.
Sign in again as Administrator. Go to COLLECTIONS > Manage.
Right-click Hot Reports and Share that
report with Business Users.
Now, sign in again as Bob and you see that the Collection list is working.