Dashboard Overview

A dashboard is an interface that integrates data from a variety of sources and provides a unified display of relevant and in-context information. Fixed dashboards are available in CDM to view the progress of a report by graphical means. The administrator also has the ability to create custom dashboards and make them available to the user.

The function of the dashboard differs, depending on whether your role in CDM is as an administrator or a user.

• The administrator can add, edit, and configure the dashboard by opening the Administration tab in the Navigation Pane.
• The user can view a dashboard by opening the Dashboard tab in the Navigation Pane. The Dashboard tab contains a list of dashboards that are configured for the user.

When a dashboard is configured, you can open and view the dashboard types.

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. A custom dashboard is configured by a user who has administrative rights.

You can use these widgets in a custom dashboard:

• Chart
  Shows the progress as an area, bar, line or pie chart. Both 2D and 3D charts are available.
• Grid
  Shows textual information in a grid format. You can optionally export the contents of the grid into a CSV file by right-clicking in the grid widget and clicking Export as .csv.
• Gauge
  Shows one value from a column of values.
• Image
  Allows the user to add an image to the dashboard.
• Web browser
  Allows the user to enter a link to a web page in the dashboard.

Fixed Dashboards

A fixed dashboard is a dashboard that is supplied with the application to provide report and data source information in a graphical format. CDM includes these fixed dashboards: Report Summary Dashboard and Excel Analysis Dashboard.

You cannot edit or delete a fixed dashboard, even if you are an administrator.