Working with Dashparts
You create and modify dashparts on the Dashpart Designer form so that you can use them on dashboards.
Appropriate access rights are needed to create and modify dashparts and dashboards.
- Related Topics:
- Create a Chart Dashpart
You can create a visual representation of your data in your dashboards by creating chart dashparts to include in your dashboards. - Create a Table Dashpart
Create table dashparts that you can include in your dashboards. - Create a Favorite Report Dashpart
Display your existing favorite reports in dashboards by creating a favorite report dashpart. - Copy a Dashpart
You can copy an existing dashpart and use it as the basis for a new dashpart. - Modify an Existing Dashpart
Update a dashpart to include the information that you need to view on a dashboard. - Add a Calculated Field to a Table or Chart Dashpart
You can add fields that are based on a formula to a table dashpart or chart dashpart. - Delete a Dashpart from the Dashpart Library
Delete dashparts that are no longer necessary from the list of existing dashparts in the Dashpart Library. - Use a Date Range Filter for Columns in Dashparts
Configure the date range filter for applicable columns to display column data from a period. - Sort Column Data in a Dashpart
Sort column data in ascending or descending order for your table or chart dashparts. For charts dashparts, only one column can be sorted. - Hide a Column in an Existing Dashpart
Hide a column in a dashpart that you don't need to display on the dashboard. - View the Upcoming Generic Assignments Dashpart
Use the Upcoming Generic Assignments dashpart to see upcoming generic assignments that you need to assign to specific resources. This table dashpart displays on a separate dashboard tab that lists the resources currently available for a project. Record-level security is applied when dashparts are loaded. - Select Data Options for the Pipeline Dashpart
Update the Pipeline dashpart by using the projects search filter, dimension type, and time frame drop-down lists. Filter projects using standard searches (All, Active, and Mine) or custom searches. Select dimensional and time frame data to plot x and y coordinates. - Select Projects to Include on the Upcoming Milestones Dashpart
The Upcoming Milestones dashpart displayed in the Dashboard area presents a history of your milestones from the current time forward, based on your filtered projects. You can view more detail for a milestone by clicking the point on the timeline. - Add an Activity to My Activities Dashpart
Add an activity with a dashboard that has the My Activities dashpart for tracking and reporting your activities. You can also add activities from the Activities hub, Calendar, and Activities tabs in most of the hubs. - Access Favorite Reports With Favorite Reports System Dashpart
You can perform a number of tasks to manage your Favorite reports from the Favorite Reports system dashpart. You can email a favorite report, schedule a favorite report to be sent, configure the recurrence of a favorite report, and print a favorite report just to name some possible tasks you can perform from the Favorite Reports system dashpart. - Export Table Dashparts to CSV File
Use the information in a table dashpart in your preferred spreadsheet application that supports the CSV file format.
Parent Topic: How to...