Download - Using dashboards
Purpose/Background
• Dashboards allow you to:
– Display data panels of your choosing on a large screen for viewing by a group of people
– Have the data “refreshed” on a pre-defined schedule throughout the day
– Influence team and individual behavior
Notes and Notices
• There are a variety of Dashboards available
• Each Dashboard will have a pre-defined set of “Panels” you can choose to display on that Dashboard
• Dashboards allow customization of both what to show, and how it is arranged on the screen
First time you open a Dashboard
Click “Done”
Select the panels to you want to display by clicking
“Add” buttons for each panel
Select Panel(s) to AddClick “Done” when Complete
Click “Done”
Select the panels to you want to add to the display by clicking “Add” buttons
for each panel
Panel Appears in Upper-LeftClick “Done” when Complete
Click-and-Drag the Title of the Panel to move it on
the screen
Change Panel LayoutSet Number and Relative Size of Panels
How many panels side-by-side? Some panels wider than others?
Click “Done”
To Remove a PanelClick the “Gear” icon on the PANEL you want to Remove…
Click “Gear” icon on panel and select “Remove”
Automatic UpdatingKeeping Data Current
“Last Update” and “Refresh Cycle” are
shown hereYou can “force” an
update now by clicking “Begin Auto Refresh”
Selecting What Data to ShowSetting the Parameters for the Panel
Click “Parameters” to set custom
parameters for this panel
Example ParametersSetting the Parameters for the Panel
Select the desired settings, the click
“Update” and click “Close”
Reset to “Default Settings”Starting over with all new panels
Click “Reset to Default Settings” to delete all panels and start over
If you cannot open a DashboardStarting over with all new panels
If you have a problem opening a dashboard, select
the RESET dashboard options for the dashboard you are working with. This will erase any prior settings
you have saved.
Executive Briefing ServiceOther Resources
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