Loome Docs > Loome Portal > Dashboards

Dashboards

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.

How to Add a Dashboard

To add a new dashboard, click on Actions and under ‘Add New Dashboard’, choose to add a Shared Dashboard or My Dashboard.

Add a new 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.

Personal Dashboard

Choose My Dashboard.

Provide a name for the dashboard.

Add a new 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.

Add a new dashboard

Shared Dashboard

Choose Shared Dashboard.

Provide a name for the shared dashboard.

Add a new dashboard

Choose who this dashboard will be visible to. - Everyone will display this dashboard to everyone in the Portal in the ‘Shared Dashboards’ section. - Selected Audiences will make this dashboard visible only to your selected users.

Add a new dashboard

If you choose Selected Audiences, type in the email addresses of users or the name of the group that will be able to view this dashboard.

Add a new dashboard

Choose the user or group from the dropdown.

Add a new dashboard

Choose whether the current widgets will be cloned into the new dashboard.

Click Save to create this dashboard.

Add a new dashboard

You can now customize the dashboard and add new widgets.

Customize your Dashboard

Click on Edit in the Actions dropdown, or click on Edit Mode.

Edit a new dashboard

Click on Add Widget.

Add a new widget

Choose the type of widget you would like to add.

Choose a widget type

Display your chosen text on your dashboard.

Text widget

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.

Text widget example

Add custom HTML, CSS or JavaScript to add your own app to the dashboard.

Code widget

Display data from external systems on your dashboard.

Choose from:

Power BI Report
Power BI Dashboard
Power BI Dataset
Power BI Tile
As well as any custom entity types that have an embedding library that you added to your own Loome Portal tenant.

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.

Card: This will display the count, sum, average, min or max number on a card.
- Choose an aggregation type of count, sum, average, min or max.
- Then choose a column that contains the values for this metric.
- Choose a Format Style such as currency, unit, decimal, or percent. This depends on the type of your data values, e.g., the sum of a cost column would be ‘currency’.
  - If you choose currency or unit, choose the type of unit or currency and your preferred format, such as narrow form or long form.

Card widget

Donut: This will display a donut chart of your selected column values.
- Choose the aggregation type from the Aggregation Type dropdown.
- Except for the ‘Count’ aggregation type, you can choose a column for Value that has the data for the donut metric.
- Then choose a Category. This will display the names of the values in a key.

Donut widget

Line: This widget will display a line chart with your column selection of values along your chosen x axis.
- Choose an Aggregation Type of count, sum, average, min or max.
- Choose a column for the Y-axis.
- Choose an X-axis column. For example, the date column that will be the set markers across the line chart.
- Choose the Granularity of hourly, daily, monthly, and yearly. This will change the markers accordingly on the X-axis, for example daily will have the day values across the axis, and monthly will have each month across the axis.
- If you also choose a Category column, instead of the one line in the chart, there will be a line for each value in your selected column.
  - For example, the ‘Asset Type’ column will display a line chart for each asset type in your chosen data, so if I chose ‘Resource Usage’ it will display a line chart for the Assist Project, Assist Data repository, Assist Solution Collection and Assist Workstation in the one line metric widget.

Line widget

Bar: This will display a bar chart with values from your selected column.
- Choose an Aggregation Type of count, sum, average, min or max.
- Then choose a column for the Y-axis. The aggregation type will apply to this column.
- Choose the X-axis column. This will set the values and names across the bar chart.
- Choose a Category and it will add additional bar charts for the values in the category column.

Bar widget

Table: This will display the data you selected in the previous step and display it as a table. Provide a title for the table widget and then click on Save at the bottom-right.

Table widget