1. MANAGEMENT OF DASHBOARD MODELS
MANAGEMENT OF DASHBOARDS MODELS
Module 5
MANAGEMENT OF DASHBOARD MODELS

2. Management of Dashboard models Summary
Definitions
Reporting Axes
Available elements
Options of dashboard Models
Creation of the Dashboard Model
Creation of the Dashboard model
Creation of the structure
Insert widgets on the dashboard
Copy the Dashboard
Edition Dashboard model

3. Management of Dashboard models Definitions
A Dashboard template is a set of widgets used to display data in a table, graphic..
A widget is a view as attributes, graphs, charts or indicators.
A Dashboard allow editing a synthetic view of several elements of information.
The functional administrator can create new dashboards and make them available to users

4. Management of Dashboard models Reporting Axes
The Dashboard are available on different reporting axes:
The home page of the project
The organizational home page
The portfolio home page

5. Management of Dashboard model Available elements
Several elements are at your disposal to compose your dashboard model:
Formatting
Lines
Columns
Titles
Widgets
Simple attribute
Synthesized attributes
Form
Table
Graphic
Source

6. Management of Dashboard model Dashboard options
Models of default dashboards:
Defined for each of the 3 reporting axes
project
portfolio
organization
The axis defined the type of data for which the model is available
The administrator can preview the data from the Dashboard of this example
The model becomes to the default dashboard for the home page of its axis

7. Management of Dashboard model Dashboard option
The different options on the edit page of a model
Model available to all users
Model available as a report
All users will be able to use this model to visualize their dashboard
The users can edit a report form this model

8. Creation of Dashboard model Create the dashboard model
The creation of model made via the administration
Administration > Library of dashboards

9. Creation of Dashboard model Create the Dashboard model
Name the new dashboard model
Choose a reporting axis :
Organization
Portfolio
Project

10. Editing a Dashboard model Create the structure of the dashboard
At the beginning there is only one column: you need to add a line
Contextual menu « Add a line » accessible by right clicking

11. Creation of dashboard model Create the structure of the dashboard
From here, you can:
Add the columns in the created line (right-click in the line)
Add the columns aside the created line (right-click between the line and the column – the yellow rectangle and the gray rectangle)
Add another line (right-click in the line or between the line and column)

12. Creation of Dashboard model Create the structure of Dashboard
Example of composition of lines and columns
A column with two lines

13. Creation of Dashboard model Create the structure of Dashboard
Example of composition of lines and columns
A line with 2 columns

14. Creation of Dashboard model Create the structure of Dashboard
Example of composition of lines and columns

15. Creation of Dashboard model Create the structure of Dashboard
Here the Dashboard to created in this exercise

16. Creation of Dashboard model Create the structure of Dashboard
Create a dashboard on the axis of reporting « Project »
Name it : « Dashboard + your initials »
Creation of the structure :
Create 3 lines:
1st line : 4 columns
2nd line : No column
3rd line : 2 columns

17. Creation of Dashboard model Create the structure of Dashboard
Answer :

18. Creation of Dashboard model Insert widgets on the Dashboard
One the structure of dashboard model created, you need to add the widgets
Contextual menu « Add a widget » accessible by right-click then choose an existing or non-existing widget

19. Creation of Dashboard model Insert widgets on the Dashboard
Insert the widgets in the lines and the columns
Existing widgets :
Filter or search
Select
Optionally, rename it
Add

20. Creation of Dashboard model Insert widgets on the Dashboard
Insert the widgets in the lines and the columns
Non-existing widgets :
Simple attribute
Non-calculated data
Synthetized attribute
Calculated data (eg sum, average)
Form
Set of simple attribute presented on a single object (example : project)
Table
Consolidated set of data of several objects ( allocations, budgets, tasks and resources for the projects)
Graphic
Vertical histogram, horizontal histogram and sector…
Source
Xml file, and specific parameters

21. Creation of Dashboard model Insert widgets on the Dashboard
Example of dashboard with existing widgets

22. Creation of Dashboard model Insert widgets on the Dashboard
Example of dashboard with non-existing widgets

23. Creation of Dashboard model Create the dashboard model
Add different widgets to the dashboard :
On the first line :
Existing widgets :
% completed tasks
Technical progress
Non-existing widget :
Project manager
Number of tasks

24. Creation of Dashboard model Insert widgets on the Dashboard
Answer :

25. Creation of Dashboard model Insert widgets on the Dashboard
Add different widgets on Dashboard :
On the second line :
Non-existing widget « Detailed tasks tables » :
Table with columns :
Task name
Manager
Reference start
Reference end
Target start
Target end
Actual technical progress

26. Creation of Dashboard model Insert widgets on the Dashboard
Answer :

27. Creation of Dashboard model Insert widgets on the Dashboard
Add different widgets to the dashboard :
On the third line:
Non-existing widget« number of tasks by model » :
Vertical histogram graph
Under the axis of reporting « tasks »
Grouped by « model »
Value : « number »
Non-existing widget « number of tasks by manager » :
Graphic sector
Under the axis of reporting « tasks»
Grouped by « manager »
Value « number »

28. Creation of Dashboard model Insert widgets on the Dashboard
Answer :

29. Creation of Dashboard model Insert widgets on the Dashboard
Each widget can be renamed and reframed by with height and width (useful for tables)
Attention to the default size (automatic)

30. Copy an existing Dashboard model
A dashboard model can be copied and modified

31. Editing a Dashboard model
Each Dashboard is editable :

32. MANAGEMENT OF DASHBOARD MODELS
End of Module 5
MANAGEMENT OF DASHBOARD MODELS