Creating dashboards and sections

Overview

Dashboards act as containers and serve several purposes:

• They organize sections and indicators at the highest level.

• They play a role in access control.

• They are the main entry point for viewing indicators.

A section's main purpose and function is, at a mid-level, to allow you to group indicators according to your taxonomical requirements.

The image below shows an example where the dashboard represents a dataset and each section an asset type contained in the dataset:

The following sections describe how to get started using the add-on by creating a dashboard and adding sections:

• Creating a dashboard

• Adding sections

Creating a dashboard

You can create a dashboard in the following ways:

• Open the Actions menu when viewing a dataspace or dataset and select Create new dashboard. You must use this method when creating your first dashboard.

• When viewing an existing dashboard, open the Actions menu and select Create new dashboard.

The following image and table describe the settings available when creating a dashboard:

Adding sections

Sections display as tabs in a dashboard and allow you to group indicators. For example, you might want to consolidate all indicators that apply to tables in one section and those that apply to fields in another.

To add a section:

1. Open a dashboard in edit mode. This happens when you:

   • create and save a new dashboard. See Creating a dashboard for additional details.

   • view an existing dashboard and use the Actions menu to select Edit dashboard.

     

2. Select the plus icon on the tab bar to add a section and give it a name:

   

Creating indicators

Before creating an indicator, the dashboard must be in edit mode and at least one section must exist. See Creating a dashboard and Adding sections for more information.

To create an indicator:

1. Create the indicator:

   1. Select a section.

      If multiple sections exist, the indicator is added to the section selected.

   2. Select the '+' icon to create the indicator.

      

      As shown below a blank indicator displays. Note that you can edit its title and description by double-clicking Indicator title.

      

2. Specify an asset, function, and optional display:

   1. Use the Asset type menu to choose the asset type. Depending on the type of asset you select, you might have to provide additional details. For example, to select a field, you must point to the correct dataspace and dataset. XXXneed UI name for thisXXX to select the asset

      Note

      While creating an indicator, as long as you have not yet saved it, you can select the 'x' to remove the selected asset or function. After saving these options are set and you must create another indicator to change them.

      

   2. Select the desired function:

      

   3. Optionally, set the display option and save the indicator.