Organizing and Managing Your Dashboard (Web UI)

A dashboard can have multiple widgets and multiple tab pages. By adding tab pages for different groups of related widgets, you can gather widgets that support complementary tasks onto the same view. This gives you relevant information at one glance. Then you can switch to different tab pages with widgets that support other tasks or inquiries. This topic explains how you can organize and manage your dashboard.

This page includes the following:

Opening the Dashboards

The Dashboard page is the default landing page when you first log into AAI. However, when you log out and then later login, AAI opens to the page that you were last on. Therefore, to open your Dashboards page from anywhere else in AAI do the following:

  1. In the left navigation pane, click Dashboards at the top of the list.

Managing Dashboard Tab Pages

You can add tab pages, rename them, and delete them as you want to create the groupings for your widgets.

add dashboard tab

To add a tab page

  1. Click the + New Tab button at the far right of the dashboard page.

    A new tab called "New Tab" is added to the right of the existing tabs. If this is the first tab, it is added to the far left of the page.

change dashboard tab name

To change a tab name

  1. Open the Actions menu for the tab by mousing over the tab name and clicking the actions button (a vertical ellipsis) that appears to the right of the tab name.

  2. Select Rename.

  3. The tab name opens for editing. Type the new name, and then click anywhere else on the page.

Copy dashboard tab page, copy dashboard tab

To copy a tab page

  1. Open the Actions menu for the tab by mousing over the tab name and clicking the actions button (a vertical ellipsis) that appears to the right of the tab name.

  2. Select Duplicate.

    A new tab called [Original-tab-name]_copy is added to the right of all the existing tabs.

Delete dashboard tab page, delete dashboard tab

To delete a tab page

  1. Open the Actions menu for the tab by mousing over the tab name and clicking the actions button (a vertical ellipsis) that appears to the right of the tab name.

  2. Select Delete, then confirm the deletion. The tab page and its widgets are removed from your Dashboards. The source data insights are not affected.

refresh dashboard, refresh dashboard widgets, refresh widgets

To manually refresh the data on all widgets at once

  1. Open the Actions menu for the tab by mousing over the tab name and clicking the actions button (a vertical ellipsis) that appears to the right of the tab name.

  2. Select Refresh.

rearrange dashboard tab pages, rearrange dashboard tabs, move dashboard tabs, pin dashboard tabs, unpin dashboards tabs

To rearrange tab pages

You can rearrange the tab pages on your dashboard in the following ways:

  • Move a tab page: Click the tab name and drag it to the new position among the tabs.

  • Pin a tab page:

    1. Open the Actions menu for the tab by mousing over the tab name and clicking the actions button (a vertical ellipsis) that appears to the right of the tab name.

    2. Select Pin to Left. This moves the tab page to the far left.

      You can pin more than one tab page to the left. Each consecutive tab that you pin, is added to the right of any already pinned tabs.

      A pin icon shows you which tabs are pinned.

    3. To unpin a tab page, open the actions menu and select Unpin. This removes the pin allowing you to move the tab by clicking and dragging it.

    If you want to change the order of pinned tabs, you have to unpin and pin tabs until they are in the order you want.

Organizing Widgets on a Tab Page

Move widgets, resize widgets, re-size widgets, remove widget, delete widget,

After placing widgets on a tab page, you might want to size them and organize them so they serve you best.

For example, you might put the data insights that you need most prominently at the top or put data insights with data that you need to compare next to each other. For data insights that have many columns or rows that are important for you to see at once, you can expand their size, and collapse those that show you what you need in a smaller pane.

  • Moving a widget on a dashboard tab: 

    Click the grab bar icon and then drag and drop the widget in a new location. The other widgets are rearranged automatically, filling the page from left to right and top to bottom, without any gaps that could be filled.

  • Re-sizing a widget:

    To expand or collapse the size of the widget, click the sizing tool then drag the corner out or into the widget to increase or decrease its size on the dashboard tab.

    You can drag the widget width to file one third, two thirds, or the full width of the tab page, and you can make the widget as long as you want. Any other widgets are automatically moved accordingly.

    The maximum number of rows that you can view in a widget is 25 rows. You can drag the bottom border of the widget to expand it vertically to show all 25 rows.

  • Removing a widget:

    Remove widgets that you no longer need on a dashboard tab. To do this, click the Actions menu button in the upper right corner of the widget, and then select the Delete option.

    The widget is removed from the current tab page. It remains on any other tab pages and the source data insight is not affected.

duplicate widgets, same widgets on same dashboard

Furthermore, you can duplicate widgets to have them on more than one tab page, or even on the same tab page so you can see the same data set with different configurations to surface different perspectives on the data. To do this, use the following steps:

  1. Click the Actions menu button in the upper right corner of the widget.

  2. Select the Save a Copy option. The Copy [Data Insight/Widget name] dialog opens.

    1. Select the Dashboard Tab and the Initial Size for the widget. For more information, see Adding a Widget to Your Dashboard (Web UI).

    2. Click Copy to Selected Tab.

    When you copy to the same tab page, then a second widget is added with the name Copy of [Original Widget Name]. When you copy to a different tab page, the widget that is added retains its original name. You cannot edit widget names.

    Tip:

    Although you cannot move a widget directly from one tab page to another on your dashboard, you can copy the widget to another dashboard. Then, if you want, you can delete the widget you copied on the original tab page.

Tips for Dashboard Organization

You can organize your dashboard tabs any way that is helpful to you. As you work with dashboard tab pages and widgets you will find what is best for your tasks. The following are some ideas to get you started:

  • Keep widgets with real-time data on separate tab pages as the ones with historic data.

  • Add widgets based the real-time data insights so you can easily keep an eye on data that is dynamically refreshed as new workload executions run.

  • Try putting widgets based on the same source data insight on one tab page, but apply different column configurations

  • Put widgets based on data insights that are shared with you as a viewer only on tab pages, whereas widgets based on data insights that you own or can edit on other dashboard tabs.

  • If you are working in Operations, put widgets that give you the key indicators of the health of your jobstreams and business areas together on a dashboard tab that you can open at the start of your shift.