This section describes how to manage and configure dashboard parts and dashboard views in the Eagle Portal.
About the Dashboard
In the Eagle Portal, the dashboard is a report that contains different types of information that Portal users can view. The report can contain different types of information, such as portfolio overview, holdings, performance, and transactions.
A dashboard is made up of various dashboard parts. Each part is built from an Eagle Portal query. When you create a dashboard part, you can choose to display the data initially in data format, chart format, or both. When you select Both, the dashboard part is an interactive part, and you can toggle between data and chart when viewing the dashboard view in the Eagle Portal.
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.
The following table lists the options available in the Design window.
Option | Description |
Calculation Options | Calculation options for a numeric field include: Average Harmonic Mean Sum Weighted Average Calculation options for a text field include: Rollup of the text value |
Filter | Allows you to filter the data returned for a part. |
Dates | Determines the date or date range for which to retrieve data for the part. For example, if a part defined a gain or loss summary for the period of one year, you would use a year for the date rule. If the part was holdings related, you would typically use a current date rule. |
Click Next to continue.
You see the Display window.
Figure 90: Display Window
Complete the following fields on the Display window.
The following table lists the options available in the Display window.
Option | Description |
Chart Options | Specifies the type of chart you want to create. Options include: Pie Line Bar Bubble Column Stacked Series is available if you selected a charting option such as line. This allows you to specify the number of series for your charts |
Results | Sort By. Specifies the default sort order for the part. For example, you may decide to sort market value in descending order. All Results. Specifies all results to return for the part. NOTE: For SQL dashboards, you can add multiple column sorting criteria with the Add New Sort By option. Show First n value where n is the maximum number of results to return for the part. This setting limits the amount of results returned at the security level. If you created a dashboard part of the Top 10 Holdings, you may limit the number of results to show the first 10. |
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. You can modify this code or replace it with other XSLT code to change the Hypertext Markup Language (HTML) rendering. This selected value in the Transform Name field defaults to the generic file, parttohtml.xsl. If you do not want to use the default, select the transform you want to use from the drop down menu. |
Click Next to continue.
You see the Publish window.
Figure 91: 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.
Figure 92: View Window
In the Name field, enter a name for the view. Enter a description for the view in the description field.
Click 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.
Figure 93: Page Layouts Window
Select a layout for the new dashboard view and click OK.
You see the Selected Page Layout.
Figure 94: Example 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.
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