Custom Dashboards

A custom dashboard is a dashboard that is created by the user from widgets and various data sources to meet specific requirements. It is not supplied with the application. You can create custom dashboards to help users view data that is not provided in a fixed dashboard.

You can create and edit a custom dashboard to meet the specific needs of users by editing the properties of the widgets in the dashboard. You can use the following widgets in a custom dashboard: Chart, Grid, Gauge, Image, and Web browser.

Add a Custom Dashboard

If the two standard dashboards that come with CDM do not meet your needs, you can create a custom dashboard.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Double-click Dashboards. The Dashboards tab opens in the work area.
3. Click Home > Add > Dashboard.
4. Specify a name for the dashboard.
5. Specify a description for the dashboard if you want.
6. Click OK to confirm.
7. The dashboard opens in a new tab in the work area and the Dashboard Manager tab displays on the ribbon. You can now add widgets to the dashboard.

Configure a Variable for a Custom Dashboard

When you create a custom dashboard, you can configure dashboard variables to specify the data that you want to display.

A query variable is a variable that is used to filter data source queries. A query variable can be used to define columns that change based on the query result. If a variable has multiple values associated with it, the query can return more results.

To configure a variable for a custom dashboard:

1. In the Dashboards tab in the work area, select the dashboard that you want to configure and click Home > Edit, or double-click the row of the dashboard.
2. You can edit the name and description of the dashboard in the Dashboard Manager tab on the ribbon.
3. Click Configure Variables in the Dashboard Manager tab. The Override Query Variables window is displayed.
4. In the Application Query Variables table, select the name of the query and click the arrow to add it to the Dashboard Query Variables list.
5. In the Display Name field of the Override window, type a display name for the variable.
6. To add a new value, click Add in the Values box, type the value and press Enter.
7. In the Comment field, you can add a comment.
8. Click OK.
9. Click OK to confirm.

Delete a Custom Dashboard

If you no longer need a custom dashboard, you can delete it. You can delete a custom dashboard, but not a fixed dashboard.

Important: If you delete a custom dashboard, you cannot undo your action. Proceed with caution. No confirmation window opens before the dashboard is deleted.

To delete a custom dashboard:

1. In the Dashboards tab in the work area, select the dashboard that you want to delete.
2. Click Home > Delete.
3. In the confirmation window, click Yes.