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Dashboards

A dashboard is an interface that integrates data from a variety of sources and provides a unified display of relevant and in-context information.

Users can view a dashboard to understand different types of data. Dashboards can also be used to query any relational database that contains useful information for the user. For example, if there is an Essbase relational source that contains financial/fiscal year end data, that can be queried and a dashboard can be created to use this information. It is not specific to the CDM database.

Widgets can be used to query the underlying information within a report to understand the status and to view the use of variables within a report object.

The tasks that you can perform with dashboards and widgets depend on your role in CDM. A person with administrative rights can create and manage dashboards. Users can view the dashboard to monitor progress of the report.

Find a Dashboard

If your report contains many dashboards, you can easily search for the dashboard that you need.

All dashboards in the report that you are viewing are listed in the Dashboards pane. To find a particular dashboard, you can scroll down the list and then click the dashboard that you want to work with. However, if your report contains many dashboards, you might prefer to use the search functionality in CDM.

To search for a dashboard:

  1. Click the Home tab, then in the Navigation Pane, click Dashboards.
  2. Click the Search icon in the Dashboards pane header.
  3. In the search field, type the full name or part of the name of the dashboard that you want to find. You cannot type special characters in the search field. A search result list of all matching dashboards opens under the field.
  4. To focus on the appropriate dashboard in the Dashboards pane, click the name in the search result list. The selected dashboard in the Dashboards pane is highlighted.

See the following articles for more:

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