Table Dashparts
These dashparts display read only data from a selected area of DPS in a grid.
You can select which columns are displayed in the dashpart and organize the columns based on your preference. Table dashparts are represented with the
icon in
Dashparts of the Dashboard Designer form. When the favorite report dashpart base is used for a table dashpart, the
icon represents the dashpart in
Dashparts instead. When table dashparts are viewed in Dashboard under My Stuff, table dashparts displays the appropriate information based on the access rights of the
employee.
Some information in table dashparts are links that serve as quick access to the corresponding hub record. Click the links to display the hub record to get a more information on the linked record. Filter options are available when the table dashparts are viewed in Dashboard. The following table dashparts are available in Dashboard Designer:
| Field | Description |
|---|---|
| Opportunity | Displays information based from the
Opportunities hub.
The Opportunity table dashpart is available if the Resource Planning, CRM, or CRM Plus application is enabled. The columns and fields that are available for the Opportunity table dashpart are based on the enabled applications. Some column data are links you can click to display an info bubble with additional information and a link to the relevant hub record. Refer to Info Bubbles and Help for more information. |
| Project | Displays information based from the
Projects hub.
Some column data are links you can click to display an info bubble with additional information and a link to the relevant hub record. Refer to Info Bubbles and Help for more information. |
| Favorite Report | Displays the selected report from a list of global favorite reports from Reporting in the desktop application. You can modify the information found in a global favorite report in the Reporting application. Any saved updates made to global favorite reports are reflected in the Favorite Report dashpart.
If the Always Rebuild Report option is selected when you create or update the Favorite Report table dashpart, then the dashpart refreshes whenever you access the dashboard with the dashpart . Otherwise, the Favorite Report dashpart automatically refreshes the report every 24 hours. The date and time the report was updated displays in the right end of the dashpart title bar. Click
|
in the right end of the dashpart title bar to update the Favorite Report table dashpart.
Predefined Dashparts
On the Dashboard Designer form, some table dashparts can be found under Existing Dashparts even if you haven't created a table dashpart. These are predefined table dashparts that are ready to use and can be included in a dashboard that you are creating without any modification. They function like any other table dashpart except they have some preselected columns. Unlike a system dashpart, you can modify predefined table dashparts and use it as a baseline for a table dashpart that you need so that you have a starting point.