You can use dashboards to display information in the Portal and communicate new or key messages to business users and targeted audiences.
You can customize a personal dashboard to view your chosen information or you can create a shared dashboard to share important information to your chosen audience.
For example, you can create a dashboard for Executives with high level figures and information they want to see daily to make important business decisions. Or you can create a dashboard for the Finance team with financial figures for a summary of budgeting. Or even create a Sales dashboard with crucial sales targets, revenue, and forecasting highlights.
To add a new dashboard, click on Actions and under ‘Add New Dashboard’, choose to add a Shared Dashboard or My Dashboard.
Shared Dashboard will create a dashboard that can be viewed by all users of the Portal or users that you have selected to create an audience.
My Dashboard will create a personal dashboard that can only be viewed by you.
Choose My Dashboard.
Provide a name for the dashboard.
Choose to clone the existing widgets in the current dashboard. This will copy the current dashboard and you can then make changes to the cloned dashboard.
Choose Shared Dashboard.
Provide a name for the shared dashboard.
Choose who this dashboard will be visible to in Audience.
To add all users in the Portal, type in ‘Everyone’ and then select it from the dropdown.
If you choose to add a specific audience, type in the email addresses of users or the name of the group that will be able to view this dashboard.
Choose the user or group from the dropdown.
Choose whether the current widgets will be cloned into the new dashboard.
Click Save to create this dashboard.
You can now customize the dashboard and add new widgets.
Click on Edit in the Actions dropdown, or click on Edit Mode.
Click on Add Widget.
Choose the type of widget you would like to add.
Display your chosen text on your dashboard.
Provide a title in the top field of the text widget.
Then provide the content of the widget below.
Clicking on the widget will display the text formatter above the widget. You can apply formatting to the text using the options available.
For example, - Choose the heading format, text font and size. - Choose to make lists, change the text color and background. - Insert hyperlinks and images. - Make an image the widget background (Add an image and click on Set Background).
Add custom HTML, CSS or JavaScript to add your own app to the dashboard.
Display data from external systems on your dashboard.
Choose from:
Select an Entity Type and click on Next.
The following example is for a Power BI report.
Provide a URL to the asset you would like to embed.
In the Embed Url field, add in the Embed Url provided by PowerBI.com.
You can provide a URL to open if the asset is clicked in the field for the Overlay Link. It will direct the user to the URL.
Please note that any interactive functions of the asset will be unavailable when overlaying a link.
Then choose whether clicking on the widget will open the link for the URL you provided in a new tab.
Save this widget and you can view it on your dashboard.
A metrics widget will display your chosen Loome activity metrics on your dashboard.
There are different types of metrics you can display on a dashboard.
Choose the data for each field on the left to customize your widget.
A preview of the widget will be displayed on the right of the column selection. As well as the field to provide a name for the widget.
Provide a name for the widget above the preview.
Save this widget and you can view it on your dashboard.
You can view all available dashboards in the left-hand secondary menu. Shared dashboards will be displayed first and following will be any personal dashboards under the title ‘My Dashboards’.
The first dashboard in the list will be the dashboard that is displayed on first load of the Loome Portal. While browsing the Portal, the last viewed dashboard is the dashboard that will be loaded first on clicking ‘Dashboards’ again in the left-hand menu.
Click on Edit to edit an existing dashboard and add or modify widgets.
You can view the details of a dashboard by clicking on Settings in the Actions dropdown.
You can edit the name of an existing dashboard here.
You can delete a dashboard while viewing a dashboard by clicking on Delete in the Actions dropdown.
You can refresh a widget while viewing a dashboard by clicking on the ellipsis button at the top-right of a widget.
Click on Refresh in the dropdown.
When editing a dashboard, you can edit an existing widget by clicking on Edit in the top-right dropdown of a widget. This will direct you to the wizard where you can customize the selected widget.
While editing a dashboard, you can clone an existing widget.
Click on the ellipsis button at the top-right of a widget and then click on Clone.
It will clone the widget to the same dashboard.
When editing a dashboard, click on the top-right dropdown of the widget you want to delete.
Then click on Delete.
You can move a widget by clicking on the drag button at the bottom-left of a widget.
You can resize a widget by dragging the arrow button at the bottom-right of a widget.
If you want to automatically move all widgets to fill available space, you can click on Auto Layout.
This will move all widgets up and if they are a matching size, it will move widgets into a space it fits into above.
You can save the changes to your widgets and dashboard by clicking on Save at the top-right of the dashboard.
You can discard the changes made to your widgets and dashboard by clicking on Discard at the top-right of the dashboard.
You can change the order of dashboards in your menu.
Hover over the dashboard you want to move and the drag icon on the right will appear.
Click and hold on the dashboard and you can then move it to another position in the menu.