iGrafx Platform Dashboards

Dashboards provide a place for you to set up at-a-glance views of important status and performance metrics for your enterprise.

View Dashboards

Use one of the following methods to display a dashboard.

To view in the Dashboard area (where dashboards fill the screen):

1. Click the Hamburger icon  in the upper left of the iGrafx Platform

2. Click Dashboard

3. From the Dashboard drop-down, choose a dashboard

To view in the Model area (where the repository tree is displayed in the left frame):

1. Expand the Dashboards root folder of the current repository

2. Click the dashboard name you wish to view

3. In the right frame, click the Dashboard tab

Create a Dashboard

To create a new dashboard:

1. Click the Dashboards root folder of the current repository or a child Report Folder name to highlight it

2. Click ADD OBJECT at the top of the repository tree

3. In the Select drop-down, click Dashboard

4. Click CONTINUE

5. Type a Name

6. Under Gadgets and Layout:

   1. Choose Empty or

   2. Choose Copy From Existing Dashboard. You then have the option to:

      1. Type the name of an existing dashboard in the Search field and select it when found

      2. Click the Search icon to display a list of existing dashboards

      3. Turn on the Show Tree switch to select a dashboard from the repository Dashboards tree

7. Set additional options as desired

8. Click FINISH

You can now add gadgets to your new dashboard and, if you copied a dashboard, modify the configuration of copied gadgets.

Add Dashboard Gadgets

In a newly-created dashboard, or at the bottom of an existing one, there are ADD NEW GADGET buttons. Click one of these buttons to add a gadget in the corresponding space. A context menu appears, prompting you to choose one of the following gadget types:

• Chart – A graphic display of data. See Chart for more information.

• Table – A tabular display of data. See Table for more information.
  

• To-do – A list of cycle group action items that you need to complete, including items to review, approve and endorse.

• IFrame – This gadget lets you bring content from a specific web page into your dashboard by providing the page URL.

• Rich Text – Place formatted, static text content on your dashboard with this gadget.

• Performance Tree – A "traffic light" tree display of multiple Performance Indicators. The Performance Indicator Aggregation determines the color of the traffic lights.

• Custom Object List – A definable list of specific objects or all objects of selected types.

• List Report - A list of objects and related properties or relationships to other objects.

• Video - An iFrame gadget that allows for embedding videos via URL.

• Diagram - An interactive diagram canvas gadget with zoom controls and an Open button to access the diagram area.

• Quickstart - Add a Create Diagram button and convenient access to any object or folder in your repository.

Example: Add a To-do gadget

To add a To-do gadget:

1. With a Dashboard displayed, click ADD NEW GADGET at the desired location

2. Select To-do from the options presented

3. The Dashboard now displays the To-do List. If a user has items to Review, Approve, or Endorse, they will be displayed, as shown below:
   

Resize a Gadget

1. Place the cursor over the lower-right corner of the gadget

2. Drag and drop the corner to a new location

Move a Gadget

1. Drag and drop the gadget header to a new location not occupied by an existing gadget