Working with Dashparts
You create and modify dashparts on the Dashpart Designer form so that you can use them on dashboards. You must have the appropriate access rights in Security Settings to create and modify dashparts and dashboards.
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Learn how to use standard dashboards and dashparts to view and analyze important data. You can customize the default versions to meet your organization's needs. |
- Related Topics:
- Create a Chart Dashpart
You can create a visual representation of your data by creating chart dashparts to include in your dashboards. Select from the available chart types: Bar, Column, Scatter, Line, Spline, Area, Area Spline, and Pie. - 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. - Create a Web URL Link Dashpart
Create a dashpart that displays a web page. - Create a Vantagepoint Intelligence Dashpart
Display a workbook from Vantagepoint Intelligence by creating a Vantagepoint Intelligence dashpart. - Copy a Dashpart
You can copy an existing dashpart and use it as the basis for a new dashpart. - Maximize a Dashpart
You can enlarge a displayed dashpart so that it occupies the entire browser window. The maximize option works as a toggle, making it easy to switch between the original size of a dashpart and its maximized display. - Display a Secondary Chart in a Chart Dashpart
You can set up a numeric-type column to display as a secondary chart within a chart dashpart, if that chart is not a pie chart. - 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
You can delete from the Dashpart Library any dashparts that are no longer necessary. When you do so, the dashparts are removed from all dashboards that use them. The deletion is permanent. You cannot recover a deleted dashpart. - Use a Date Range Filter for Columns in Dashparts
Configure the date range filter for applicable columns to display column data from a specific period of time. - 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 when you don't need to display that column on the dashboard. You can hide columns in table dashparts. For chart dashparts, you can only hide columns with the decimal or currency data type. - 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 presents a history of your milestones from the current time forward, based on your filtered projects. To view more detail for a milestone, click that point on the timeline. - Add an Activity to My Activities Dashpart
On any dashboard that has the My Activities dashpart for tracking and reporting activities, you can add a new activity. You can also add activities from the Activities hub, the Calendar, and the Activities tabs that are found in most of the hubs. - Access Favorite Reports via the Favorite Reports System Dashpart
From the Favorite Reports system dashpart, you can complete many tasks for a favorite report, such as emailing a copy to others or scheduling the favorite report to be generated and emailed at a later time. - Export Table Dashparts to a Comma-Separated Values (.csv) File
You can export information from a table dashpart as a comma-separated values (.csv) file for use in a spreadsheet application that supports this file format. - Export a Dashpart
Export dashparts to a comma-separated values (CSV) file, to make it easier to share the dashpart contents with clients or consultants. - Import a Dashpart
Import shared dashparts from clients or consultants to your dashboards so that you can view the contents. - Change the Sort Order of the Values in Vantagepoint Intelligence Dashparts
You can change the sort order for any dimensions included on a Vantagepoint Intelligence dashpart. - Exclude Selected Data Marks in Charts for Vantagepoint Intelligence Dashparts
You can exclude one or selected data marks in a chart of a Vantagepoint Intelligence dashpart. - Focus on Selected Data Marks in Charts for Vantagepoint Intelligence Dashparts
As you work with a Vantagepoint Intelligence dashparts, you can focus a chart on one or more data marks that you select. - Filter Data in Vantagepoint Intelligence Dashparts
Use the VI Desktop Tool to apply, modify, or remove filters to the workbook before you upload the workbook file to Vantagepoint. - Display Numeric Data Values in Charts for Vantagepoint Intelligence Dashparts
You can display the specific numeric values for an individual data mark, or a group of selected data marks, on a chart in Vantagepoint Intelligence dashparts. If you drill down on a chart, you can display numeric values either for data marks or for dimensions at higher levels of the drill-down hierarchy.
Parent Topic: How to...