About the Dashboards Perspective

Dashboards are customized views that consists of windows (widgets) with static or interactive content. Dashboards can contain execution data, real-time task monitoring, videos, or bulletins.

Navigation Pane

• My Dashboards tab

  This tab lists your Dashboards. They are private, only you can see and modify them.

• Public Dashboards tab

  This tab lists Dashboards that are available to everyone. All users can see and work with them.

  If you modify a public Dashboard, the previous one is no longer available to anyone.

  If you open a public Dashboard that has widgets for perspectives that you do not have privileges for, the widget window is empty. A message in the widget informs you of it. If you have privileges to only some of the data that the widget could contain, you see only that data.

• New Dashboards button

  Click this button to start creating a Dashboard.

Right-click a Dashboard to open a context-menu to:

• Open it.
• Set the selected Dashboard as Home Dashboard.
• Make a public Dashboard private (Move to My Dashboards).
• Make a private Dashboard public (Move to Public Dashboards).

• Duplicate a Dashboard

  This option creates a copy of the selected Dashboard. You can use the duplicate as a base for a new one with different settings and widgets.

• Delete a Dashboard.

  This option permanently deletes the Dashboard.

Toolbar

The buttons on the main pane toolbar provide functions to modify and view Dashboards.

• Minimize or maximize widget buttons.

  Click the icon to display all available widgets on the Dashboard (minimized view) or only the selected one (maximized view).

  In a maximized widget view, use the arrow buttons to scroll from one widget to the next and to the previous one.

• Add Widget button to insert a widget in the next available space.
• Settings button to open the Configure Dashboard Settings dialog, where you can change number of columns and rows for the dashboard

• Share button

  This button lets you share the content of a Dashboard with a link. This option does not require a login. Use this button to share the Dashboard content with people without access to the Automic Web Interface. For more information, see Sharing the Content of a Dashboard.

• Data Source button

  This button lets you select the data source. This option reloads the data that is used in all widgets in the current Dashboard. For more information, see Selecting the Data Source of a Dashboard.

Widget

Each widget shows either information content or aggregated and compiled data, typically presented as a chart or as a list. The content a widget presents depends on its type.

Click on a Widget to activate it, display its toolbar, and to configure it. The toolbar is also visible if you just hover your mouse over the widget.

For more information, see Working with Widgets.

See also:

Dashboards