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Selecting Different Chart Types
- Choose which widget will be modified and right click on the chart.
- From the popup menu, select which Chart Type will be used to display the data.
- The chart will refresh and display the info based on the newly selected chart type.
- Select the double arrows in the top left of the screen.
- Open up the Public Components directory by clicking on the arrow to the left of it.
- Then open up the Dashboard directory by clicking on the arrow. This directory will list all the available widgets that are included with the dashboard.
- Scroll through the list and find the widget you want to add to the dashboard.
- Click and drag that widget from the list into the dashboard area.
- If there is any data tied to that widget, the graph will populate with information.
- Find the widget that you want to remove from the dashboard.
- Hover your mouse in the top right corner of the widget. Two options will appear.
- Click on the left button for more options.
- Select Delete from the drop down list.
Changing Date Range & Filters On The Dashboard
By changing the date range and the filters on the dashboard, all the widgets within that dashboard will update to the selected values.
- Click on the parameter icon on the left side of the screen.
- Click on the calendar icon to the right of the From Date.
- You can select a specific date using the calendar or you can select a template to search for dates.
- Click Ok.
- Repeat steps 2-4 for the To Date.
- To apply filters, click the ellipsis icon (...) to the right of the filter.
- Uncheck the All option at the bottom of the popup.
- Highlight all the values you want to add as a filter and click the arrow pointing to the right.
- Click Ok.
- Then click Submit.
- All the widgets on the dashboard will update to the newly selected values.
Alternatively, you can change the date range and filters on a single widget instead of the entire dashboard.
- Hover your mouse in the top right corner of the widget.
- Click on the left button for more options.
- Select Edit Setting from the drop down list.
- Add any filters and change the dates as needed.
- Click Ok.
- That widget will update based on the newly selected values.
Setting Dashboard As Defaults
You can specify which dashboard you would like to see as a default when you open up the dashboard.
- Select System from the Configuration drop down menu.
- Search for the property name Dashboard_1.
- Update the value from Performance to the name of your dashboard.
- Click on the check box to the left of the property name.
- Click Save.