Create/Edit a Dashboard

Note: Play Button Icon 3-Minute Video: Create a Dashboard.

Use the Dashboard Properties window (accessed from within the Dashboard Manager) to create and edit a Dashboard. When you create a Dashboard, you define the following properties:

  • General: Name, description, title text, association.
  • Display: Theme, User override, and minimum/maximum width. For more information about Themes, refer to Dashboard Themes.
  • Filter: Persistence (initially display last filter criteria or default filter criteria). For more information, see Dashboard Filtering.
  • Refresh: For Metrics and Widgets. For more information, see Dashboard Refresh.
  • (Optional) Additional options: Availability (scope), Business Object association, and image.

After you create the Dashboard, use the Dashboard Editor to:

Good to know:

  • Dashboards can be extremely simple (one Widget) or wonderfully sophisticated (multiple nested Widgets with drill-down capabilities).
  • Good design is important. Before creating a Dashboard, see Design a Dashboard.
  • To simplify creation, we recommend that you build a Dashboard from the bottom up: 1) Design your Dashboard, 2) Create your Widgets, 3) Create your Dashboard (define properties), 4) Select a size and background color for your Dashboard, 5) Add your Widgets to your Dashboard, and, finally 6) Define how your Widgets look and behave on the Dashboard.
  • See Dashboard Editor Behaviors for tips on working with Widgets on Dashboards.
  • After creating a Dashboard, access the Dashboard properties from the Dashboard Properties window (click the Dashboard Properties button Dashboard Button on the Dashboard Editor toolbar).

To create a Dashboard:

  1. Open the Dashboard Manager.
  2. Select a scope and subfolder (if needed).
  3. Click the Create New button Create New Button.

    Dashboard Properties Display

  4. Define general properties:
    1. Name:

      Provide a display name to use within CSM (this property can be searched in CSM Item Managers).

    2. Description:

      Provide a description to use within CSM (this property can be searched in CSM Item Managers).

    3. Title Text: Provide a title to display in the UI.
    4. Associate: (Optional) Associate the Dashboard with a particular Major Business Object to take advantage of Business Object functionality (ex: Create an Incident Dashboard that is associated with the Incident Business Object. When you open this Dashboard, the Quick Search pane automatically switches to searching Incidents, and the main New button option defaults to creating a new Incident).

      Tip: Select (None) from the Association drop-down for general Dashboards that are not dedicated to a particular Business Object.

  5. Define display options:
    1. Click the Display page.
    2. Theme: Select a Theme (set of colors, styles, and fonts) to be used by the different elements (including Widgets) on the Dashboard.
    3. Allow User's Chosen Theme to Override Dashboard Theme: Select this check box to allow a User to override the Dashboard Theme by selecting her own User Theme.
    4. Minimum/Maximum width and height: Specify a minimum width and height for the Dashboard, in pixels (ex: 1786x982). If a Dashboard is sized below this minimum, scroll bars appear.
  6. Define filter options:
    1. Click the Filter page.

      Dashboard Filter Properties

    2. Select whether or not to persist filters, either:
      • Initial Filter Criteria are the Last Used Criteria: Select this radio button to initially display all Widgets using the Dashboard's last filtering criteria (in other words, "remember" the last used filter and automatically display it the next time the Dashboard is viewed, even between sessions).
      • Initial Filter Criteria are the Widget Default Criteria: Select this radio button to display each Widget using the Widget's defined filtering criteria (either its own filtering criteria or a Dashboard's criteria).
  7. Define refresh options:
    1. Click the Refresh page.

      Dashboard Properties Refresh

    2. Select Dashboard refresh options (click one or more options):
      1. Refresh Reloads All Metrics: Select this check box to reload the currently cached Metric each time the Dashboard is refreshed. If not selected, each Metric is refreshed according to its own refresh rate. For more information, refer to the Metrics documentation, specifically Metric Caching.
      2. Refresh all Widgets Every X minutes: Select this check box to refresh all Widgets according to a defined Dashboard refresh rate. Then, specify a refresh rate. If not selected, each Widget is refreshed only according to its own refresh rate.
      3. Also Refresh Individual Widgets on their Own Schedules (only available if the Refresh All Widgets Every X Minutes check box is selected): Select this check box to refresh each Widget according to its defined refresh rate, in addition to the Dashboard's refresh rate.
  8. (Optional) Define additional options:
    1. Click the Options button.

      Advanced Options Window

    2. Availability: In the drop-down, select a scope.

      Note: If you already selected a scope at the beginning, this is auto-filled with your selection.

    3. Association:

      If applicable, select a more filtered scope (ex: A particular Team). <Automatic> applies scope based on login. If not applicable, this option is grayed out.

    4. Custom Image:

      Click the Image button to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

    5. Click OK.

  9. Click OK.

    The Dashboard Editor opens, where you can then:

To edit a Dashboard:

  1. Open a Dashboard in the Dashboard Editor
  2. Make changes.

    Tip: To access Dashboard Properties, click the Dashboard Properties button Dashboard Button on the Dashboard Editor toolbar.

  3. Click OK.

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