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Log in to the Eagle Portal.
From the Dashboards window, select Parts from the Manage menu.
You see all the available dashboard parts.
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Complete the
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dashboards options
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for the dashboard parts.
Option | Description |
Sorting and filtering | Click any underlined column name to sort in ascending or descending order. Click the drop down arrow next to any column name to filter by that column. |
New | Create a new part. |
Edit | Edit an existing part. |
Copy | Copy a part. |
Delete | Delete a part. |
Usage | Allows you to determine in which view a selected part is used. |
Manage Dashboard Views | Click to navigate directly to the Manage menu. |
Return to Dashboard | Click to navigate to the Dashboards window. |
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You can use the Dashboard Wizard to create dashboard parts. The options you see are dynamic and only display if they are available for the query type you have selected for building the dashboard part.
To create a new dashboard part:
Log in to the Eagle Portal.
You see the Dashboards window as the default.Click the Manage drop down menu and select Parts.
Select New.
You see the Define window.
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Complete the
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options
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in the Define window.
Option | Description |
Part Name | Enter the name of the part you are creating. Click  the icon to add a translation if you are running multilingual Eagle Portal. Instead of entering an English value for the Part Name, you enter the value in the language you are using. Check the Do not display part title in the Dashboard check box if you do not want the part name to display in dashboard view. |
Category | Select the category for the dashboard part from the drop down list. The values in this list are from the values you defined in the Codes window under Portal Part Category Internal, ID 10299. |
Select Part Type | Determines the type of part you are creating. Options include:
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Select a Query | Specifies the query report on which the part is built upon. |
Select Fields | Determines the fields that are included in the part. If the query is from a Data Mart model, you may select the fields from the model's header or main query. |
Arrows | Use the horizontal arrows to move fields between Available and Selected Fields. Use the vertical arrows to move fields up and down in Selected Fields for ordering of fields. |
Add All/Remove All | Allows you to quickly move fields. Option include:
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Click Next to continue.
You see the Design window.
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