Working with Dashboards
Dashboards display as tabs on the Welcome page and contain customizable, pre-defined analytics in the form of charting and list widgets. The Welcome page can contain multiple dashboard instances and each dashboard can contain multiple widgets.
Each Dashboard is divided into two columns. The edit options allow you to select a column layout with two equal columns, two columns with a larger left column, or two columns with a larger right column. You can also set a tab as the default tab. When the Welcome page loads, the default tab displays first.
There are two out-of-the-box dashboard tabs: My Dashboard and Sales. Each tab has several out-of-the-box widgets. You can add and edit widgets to display different data or display the same data in different ways.
Use the context menu on a dashboard tab to add a new tab, copy, hide/show and delete tabs, or share tabs with your team or department. Use drag-and-drop to rearrange the widgets on the tab. Widgets automatically size to fit the data and chart type, as well as the column size.
You can also send all the data for a group from a list view to a group list widget on the dashboard with the Promote to Dashboard link.
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If you are not the owner of the dashboard, you must make a copy to share or make changes to it.
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How Do I?
- Right-click the dashboard tab, and click New Tab.
- Type a name for the tab, and click OK.
- Right-click the dashboard tab, and click Copy.
- Type a name for the copy, and click OK.
The tab and all its contents are copied to a new tab.
- Right-click the dashboard tab, and click Delete Tab.
- Click Yes to confirm.
The dashboard and all its contents are removed from the workspace.
- Right-click dashboard tab, and click Hide or Show.
- Select the name of the tab you want to hide/show, and click OK.
The tab is hidden from view when you click Hide, and displays when you click Show.
- Right-click the dashboard tab, and click Share.
- Select the users, departments, or teams with whom you want to share the dashboard, and then click OK.
- Click Everyone to add everyone to the list.
- Click Add to add individual users, departments, or teams to the list.
- Select a user, department, or team, and click Remove to delete them from the list.
- Right-click the dashboard tab, and click Edit Options.
- Type a new title to change the tab label.
- Select the column layout option you want to use for this tab:
- Two equal columns
- Two columns - larger left
- Two columns - larger right
- Select the Make Default option to set the current tab as the default.
The default tab cannot be hidden or deleted.
- Click OK.
- From a list view, click the group tab you want to send to the dashboard.
- In the Task Pane, click Promote to Dashboard.
- Click the name of the dashboard where you want to send the data, and click OK.
- Click Welcome in the Navigation Bar to view the dashboard.
The data appears on the dashboard in a group list widget. The default configuration for the group list is 10 lines; however you can change this in the widget editor to display up to 50 lines.
Add Content
Related Topics
Introducing Widgets
Using Widgets
Task Pane Common Tasks