Dashboards/en

Create/edit dashboard

To be able to edit or create dashboards, a dashboard must first be selected. Then, the small gears at the top right of the menu must be clicked. Clicking the gears will switch the dashboard into the editing mode.

Risk management dashboard

Editing mode

In the editing mode, a dashboard can be edited, reset or deleted. Here you will also find a button for creating new dashboards. The buttons for this are located in the top right corner.

Edit dashboard

Below the buttons, the key performance indicators (KPIs) available for the current dashboard are listed. The are sorted into sections.

These KPIs can be added to the current dashboard via drag & drop. The KPIs that are already in the dashboard can be rearranged via drag & drop as well. After creating a new dashboard it is completely empty and can be filled with KPIs as desired.

For most KPIs, the data source needs to be set. There are two options for this:

• Do not show data selection in view mode

This allows the data source to only be modified in editing mode. In view mode only the data is visible.

• Show data selection in view mode

This allows the selection of the data source in view mode as well.

Dashboard view mode difference data selection enabled/disabled

The KPIs can be resized. To do this, hover the mouse over the KPI and click the "double arrow" icon in the bottom right corner of the KPI.

Resize KPI

The display title of the KPIs can be customized via the text field of the KPI.

Rename KPI

KPIs can be exported as JPEG, PNG and SVG using the "download" button.

Export KPI

To remove a KPI from the dashboard, hover the mouse over the KPI and click the "trash can" button of the KPI.

Remove KPI

Create/edit dashboard

To create a new dashboard, you need to click on the "plus" button on the top right while in the editing mode.

To edit the meta information of the dashboard, click the "pencil" button next to the "plus" button in the top right corner.

A dialog for creating/editing a dashboard will then open.

Create dashboard

Private:

• If the new dashboard is marked as private, only the user who created the dashboard can access it. Dashboards that are not private are available to all authorized members of the management system.
• A private dashboard is identifiable by an icon in the upper right corner.

Code and name:

• After the dashboard is created, it is listed in the menu with its name. If the name is too long for the menu, the code is displayed. If no code is given, the name is cut off with "..." after 14 characters.

Sorting order:

• Affects the order of the dashboards in the menu. The dashboard marked as "favorite" is listed above all other dashboards.

Description:

• Describes what the dashboard is used for.

Reset/delete dashboard

Dashboards can be reset to their initial state by clicking the "reset" button next to the red "trash can" button at the top right.

By clicking the red "trash can" button in the top right corner, a dashboard can be deleted.