MANAGEMENT OF DASHBOARD MODELS MANAGEMENT OF DASHBOARDS MODELS Module 5 MANAGEMENT OF DASHBOARD MODELS

Management of Dashboard models Summary Definitions Reporting Axes Available elements Options of dashboard Models Creation of the Dashboard Model Creation of the Dashboard model Creation of the structure Insert widgets on the dashboard Copy the Dashboard Edition Dashboard model

Management of Dashboard models Definitions A Dashboard template is a set of widgets used to display data in a table, graphic.. A widget is a view as attributes, graphs, charts or indicators. A Dashboard allow editing a synthetic view of several elements of information. The functional administrator can create new dashboards and make them available to users

Management of Dashboard models Reporting Axes The Dashboard are available on different reporting axes: The home page of the project The organizational home page The portfolio home page

Management of Dashboard model Available elements Several elements are at your disposal to compose your dashboard model: Formatting Lines Columns Titles Widgets Simple attribute Synthesized attributes Form Table Graphic Source

Management of Dashboard model Dashboard options Models of default dashboards: Defined for each of the 3 reporting axes project portfolio organization The axis defined the type of data for which the model is available The administrator can preview the data from the Dashboard of this example The model becomes to the default dashboard for the home page of its axis

Management of Dashboard model Dashboard option The different options on the edit page of a model Model available to all users Model available as a report All users will be able to use this model to visualize their dashboard The users can edit a report form this model

Creation of Dashboard model Create the dashboard model The creation of model made via the administration Administration > Library of dashboards

Creation of Dashboard model Create the Dashboard model Name the new dashboard model Choose a reporting axis : Organization Portfolio Project

Editing a Dashboard model Create the structure of the dashboard At the beginning there is only one column: you need to add a line Contextual menu « Add a line » accessible by right clicking

Creation of dashboard model Create the structure of the dashboard From here, you can: Add the columns in the created line (right-click in the line) Add the columns aside the created line (right-click between the line and the column – the yellow rectangle and the gray rectangle) Add another line (right-click in the line or between the line and column)

Creation of Dashboard model Create the structure of Dashboard Example of composition of lines and columns A column with two lines

Creation of Dashboard model Create the structure of Dashboard Example of composition of lines and columns A line with 2 columns

Creation of Dashboard model Create the structure of Dashboard Example of composition of lines and columns

Creation of Dashboard model Create the structure of Dashboard Here the Dashboard to created in this exercise

Creation of Dashboard model Create the structure of Dashboard Create a dashboard on the axis of reporting « Project » Name it : « Dashboard + your initials » Creation of the structure : Create 3 lines: 1st line : 4 columns 2nd line : No column 3rd line : 2 columns

Creation of Dashboard model Create the structure of Dashboard Answer :

Creation of Dashboard model Insert widgets on the Dashboard One the structure of dashboard model created, you need to add the widgets Contextual menu « Add a widget » accessible by right-click then choose an existing or non-existing widget

Creation of Dashboard model Insert widgets on the Dashboard Insert the widgets in the lines and the columns Existing widgets : Filter or search Select Optionally, rename it Add

Creation of Dashboard model Insert widgets on the Dashboard Insert the widgets in the lines and the columns Non-existing widgets : Simple attribute Non-calculated data Synthetized attribute Calculated data (eg sum, average) Form Set of simple attribute presented on a single object (example : project) Table Consolidated set of data of several objects ( allocations, budgets, tasks and resources for the projects) Graphic Vertical histogram, horizontal histogram and sector… Source Xml file, and specific parameters

Creation of Dashboard model Insert widgets on the Dashboard Example of dashboard with existing widgets

Creation of Dashboard model Insert widgets on the Dashboard Example of dashboard with non-existing widgets

Creation of Dashboard model Create the dashboard model Add different widgets to the dashboard : On the first line : Existing widgets : % completed tasks Technical progress Non-existing widget : Project manager Number of tasks

Creation of Dashboard model Insert widgets on the Dashboard Answer :

Creation of Dashboard model Insert widgets on the Dashboard Add different widgets on Dashboard : On the second line : Non-existing widget « Detailed tasks tables » : Table with columns : Task name Manager Reference start Reference end Target start Target end Actual technical progress

Creation of Dashboard model Insert widgets on the Dashboard Answer :

Creation of Dashboard model Insert widgets on the Dashboard Add different widgets to the dashboard : On the third line: Non-existing widget« number of tasks by model » : Vertical histogram graph Under the axis of reporting « tasks » Grouped by « model » Value : « number » Non-existing widget « number of tasks by manager » : Graphic sector Under the axis of reporting « tasks» Grouped by « manager » Value « number »

Creation of Dashboard model Insert widgets on the Dashboard Answer :

Creation of Dashboard model Insert widgets on the Dashboard Each widget can be renamed and reframed by with height and width (useful for tables) Attention to the default size (automatic)

Copy an existing Dashboard model A dashboard model can be copied and modified

Editing a Dashboard model Each Dashboard is editable :

MANAGEMENT OF DASHBOARD MODELS End of Module 5 MANAGEMENT OF DASHBOARD MODELS