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.
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.
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.
Shared Dashboard
Choose Shared Dashboard.
Provide a name for the shared 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.
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.
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.
Widget Types
Choose the type of widget you would like to add.
Rich Text Widget
Display your chosen text on your dashboard.
Code Widget
Add custom HTML, CSS or JavaScript to add your own app to the dashboard.
Metrics Widget
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 sum, count or average number on a card. Choose an aggregation type of count, sum or average. Then choose a column to aggregate on.
- Donut: This will display a donut chart of your selected column values. Choose the ‘Count’ aggregation type. Then choose a column to aggregate on.
- Line: This widget will display a line chart with your selection of values and date axis. Choose the ‘Count’ aggregation type. Choose a column to aggregate on, and the date column that will be the axis of the line chart.
- Bar: This will display a bar chart with values from your selected column. Choose the ‘Count’ aggregation type. Then choose a column to aggregate on.
- Table: This will display the data you selected in the previous step and display it as a table.
While creating a widget, a preview of the widget will be displayed below the column selection.
Integration 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.
Manage a Dashboard
You can view the details of a dashboard by clicking on Settings in the Actions dropdown.
You can delete a dashboard by clicking on Delete in the Actions dropdown.
