Dashboards

Dashboards is the final step of creating crosstabs/charts and building a dashboard and lets you create, edit, rename, run and delete dashboards as well as link and unlink datasets.

 

Filter to associated dataset

• Choose the dataset for use with Dashboards from the dropdown list. To show all dashboards owned by or shared to the current user, choose None (show all dashboards) as your filter.
• There must be at least one associated dataset to run or edit dashboards.
• If there is only one dataset associated with the selected dashboard, that dataset will be automatically selected for you if you choose Run Dashboard or Edit Dashboard.

 

Dashboards

The Dashboards list provides the Name and Owner for each Dashboard owned by or shared to the current user.

• Enable the Dashboards list check box for a single dashboard or click anywhere on a dashboard in the Dashboards list to highlight a single dashboard to display Dashboard Information or make changes to the selected/highlighted dashboard.
• Only one dashboard can be highlighted at a time and the Dashboard Information panel displays information about the highlighted dashboard.
• If you enable the check box for more than one dashboard in the Dashboards list, the Dashboard Information for the highlighted dashboard will display whether its check box is enabled or not. If no Dashboard Information is displayed, a dashboard in the Dashboards list has not been highlighted.
• A dashboard becomes highlighted when either the check box for a single dashboard is checked or you click anywhere on a single dashboard in the Dashboards list.

 

Dashboard Information

Dashboard Information includes the name, description, last modified date and time, owner, linked datasets and sharing details for the selected Dashboard.

 

Run Dashboard

• Select a dashboard from the Dashboards list and choose Run Dashboard to create a dashboard from the selected item.

 

Edit Dashboard

 

Rename Dashboard or Update Description

• Enable the Dashboards list check box for a single dashboard or click anywhere on a dashboard in the Dashboards list to highlight a single dashboard.
• Select Rename Dashboard or Update Description at the top of the Dashboard Information panel for the selected dashboard.
• Enter a new Name and/or Description.
• Choose Save.
• You cannot rename a dashboard that is shared to you unless you were given Rename privileges by the Owner of the selected dashboard.

 

Linked datasets

The Linked Datasets list provides a list of datasets currently linked to the selected dashboard.

 

Sharing Details

Sharing Details provides a list of other WinCross Executive users who have been shared to this Dashboard and what privileges this user has to this Dashboard.

• You can assign or remove privileges for a dashboard that is shared to another user by enabling/disabling the Read, Write, Delete, Export (Download) and Rename and then choosing Apply.
• You can remove sharing privileges by choosing the Unshare Dashboard option next to the user that is currently shared to this dashboard.

 

Associates

Provides a list of users that you have added as your Associates.

• You can share selected Dashboards to your associates, by choosing the desired Associate from the list and selecting Share to Associate.
• You can share selected dashboards to all of the Associates in the list by choosing Select all. Only those associates that are confirmed users of WinCross Executive will be assigned sharing privileges to the selected dashboard.
• The newly shared dashboard will now appear in the Sharing details list with Read privileges only, as the default.
• Manage Associates will take you to My Associates where you can review, add or remove associates. Alternatively, you can select the My Associates option from the Account dropdown menu to review, add or remove associates.

 

New

• Enter the dashboard Name.
• Enter the Description (optional) for the new dashboard.
• The default width is 1280 and the height is 720.
• Upon selecting Create Dashboard you will be directed to the Edit Dashboard screen

 

Duplicate

• Allows you to duplicate a previously created dashboard

 

Delete

• Choose Delete to delete the selected dashboard. Use caution when deleting dashboards; the delete operation cannot be undone.
• You cannot delete a dashboard that is shared to you unless you were given Delete privileges by the Owner of this dashboard.

 

Link Datasets

• Allows you to link the selected dashboard(s) to one or more datasets.
• Select the check box for the desired dashboard(s) from the list of dashboards.
• Choose Link Datasets to display a list of datasets eligible for linking.
• Select the check box for each dataset that will be linked with the selected dashboard(s).
• Choose Link Datasets to link the selected dashboard(s) to the checked datasets.

 

Unlink Datasets

• Allows you to unlink the selected dashboard(s) from one or more datasets.
• Select the check box for the desired dashboards(s) from the list of dashboards.
• Choose Unlink Datasets to display a list of datasets for unlinking.
• Select the check box for the desired datasets(s) from the list of datasets.
• Choose Unlink Datasets to unlink the selected dashboard(s) from the checked datasets.

Related topics:

Tabulation Menu