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In the Eagle Portal, a dashboard report consists of various dashboard parts that you can select, with each part constructed from an Eagle Portal query report. If you have permissions, you can add new dashboard parts, configure dashboard parts, and manage and publish dashboard parts. You can also review in which views a specific dashboard part is being used. To help you create and modify dashboard parts, you can use the step-by-step Dashboard parts wizard. NOTE:

Note

The dashboard parts are defined by the Eagle Portal Administrator.

Create a New Dashboard Part

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  1. From the Eagle Portal main window, click Dashboards.
    You see the Dashboards window displayed in the default view.
  2. Click the Manage drop down menu and select Parts.
    You see the Parts window with all the dashboard parts available to you.
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  3. To sort the information in this window, click the column name. To filter, click the drop down arrow next to the column name.
  4. Click New.
    You see the Define window where you can select the part type and fields.
  5. Enter the information in the appropriate Define window options.
  6. Click Next.
    You see the Design window where you can select the column options and calculations.
  7. Enter the information in the appropriate Design window options.
  8. Click Next.
    You see the Display window where you can select display settings.
  9. Enter the information in the appropriate Display window options.
  10. Click Next.
    You see the Publish window where you can select the users and groups that will have access to the dashboard part.
  11. Enter the information in the appropriate Publish window options.
  12. Click Finish to create the new dashboard part.
    You see the new part you created in the Parts window.
  13. Click Manage Dashboard Views to return to the Views window. Or, click Return to Dashboard to return to the Dashboards window in the current view.

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  • Chart Options. Allows you to specify the type of graphic. Available options include Pie, Line, Bar, Bubble, Column, and Stacked. The Series dialog box becomes available when you select the charting option and allows you to specify series details. You can also define additional options for the chart including the 3D view, trendline, x and y axis labels, data labels, legend, color palette, and point label format. See the Configure Dashboard Parts section.
  • Results. Allows you to control how the results are displayed. Available options include Sort by that allows you to sort data in ascending or descending order and All Results that specifies how many results should be displayed. NOTE: For SQL dashboards, you can add multiple column sorting criteria with the Add new Sort By option.
  • Advanced Options. Specifies the name of the XSLT code to use to transform, or parse, the XML file for the part. Eagle provides a generic XSLT code that parses dashboard part data. However, you can modify this generic code or replace it with other XSLT code to change the Hypertext Markup Language (HTML) rendering. The selected value in the Transform Name field defaults to the generic file, parttohtml.xsl. If you do not wish to use the default, select another Transform Name from the drop down menu. You can also upload transformations and select a specific value.

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