Verify Available Dashboard Parts
When you log in to the Eagle Portal, you see the import by default. Based on user permissions, all dashboard views are accessible from this window. A dashboard view is made up of multiple dashboard parts containing different types of investment information about a portfolio.
A dashboard view can be created by the Eagle Portal Administrator and published to users. Or, the Eagle Portal Administrator can create dashboard parts and assign them to users so they can create their own dashboard views.
Before you create a dashboard view, verify that the dashboard parts you want to use in the view are already created.
To verify available dashboard parts:
Log in to the Eagle Portal.
From the Dashboards window, select Parts from the Manage menu.
You see all the available dashboard parts.
Complete the dashboards options 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. |
Create a Dashboard Part
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.Complete the options in the Define window.
Click Next to continue.
You see the Design window.Complete the options in the Design window.
Click Next to continue.
You see the Display window.Complete the options on the Display window.
Click Next to continue.
You see the Publish window.Click Add/Remove to assign the dashboard part to specific users or business groups. Or, check the Make this available to all users checkbox to make the dashboard part available to all users.
Click Finish.
The dashboard part is now created.
Create a Dashboard View
You can begin to create a dashboard view once you have all the dashboard parts selected.
To create a dashboard view:
Log in to the Eagle Portal.
You see the Dashboards window as the default.Click New from the Current View menu, or click Views from the Manage menu and select New.
You see the View window.In the Name field, enter a name for the view. Enter a description for the view in the description field.
Click the Translation icon to add a translation if you are running a multilingual Eagle Portal. Instead of entering an English value for the name and description, you can enter the value in the language you are using.
Click Edit Layout.
You see the Page Layouts dialog box.
Select a layout for the new dashboard view and click OK.
You see the Selected Page Layout.
The dashboard parts in the Content section are available for you to use when creating a dashboard view. The available dashboard parts are determined by the Eagle Portal Administrator.Drag the dashboard parts you want to use from the Content section of the window and drop them into the selected page layout.
To remove a selected dashboard part from the page layout and return to Content, click x.
Click Save.
The dashboard view is created.