Manage Dashboard Parts

Owned by Tom Fahey (Unlicensed)
Last updated: Sept 30, 2016 by Former user (Deleted)
6 min read

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.

The dashboard parts are defined by the Eagle Portal Administrator.

Create a New Dashboard Part

To create a new dashboard part:

  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.
  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.

Define Window Options

The following are options for the Define window of the dashboard part wizard:

  • Part Name. Allows you to assign a name to the new dashboard part and select multilingual translation options, if needed.
  • Category. Allows you to select a category for the new part. The values in this list are defined by the Eagle Portal Administrator in the Maintenance Codes in Eagle PACE under the Portal Part Category Internal, ID 10299.
  • Select Part Type. Allows you to select the type of part you are creating. Available options include Data, Chart, or Chart and Data (allows you to select the default display of Data or Chart).
  • Part size (optional). Allows you to select a fixed height and width for the part.
  • Select a Query. Specifies the query report on which the information is based.
  • Select Fields. Allows you to select the fields that are included in the part. If the query is from the Eagle Data Mart model, you may select the fields from the model's header or main query. Horizontal arrows allow you to move fields between the Available and Selected Fields. Vertical arrows allow you to move fields up and down for ordering.
  • Drill down. Allows you to configure a part to drill into the data from both the Data and Chart options. The results of the drill down can also be exported.

Design Window Options

The following are options for the Design window of the dashboard part wizard:

  • Column Options. Allows you to define field calculations and related columns. Available calculation options for text fields include Rollup and Show Field Only in Details. Calculation options for numeric fields include Average, Harmonic Mean, Show Field Only in Details, Sum, and Weighted Average.
  • Dates. Allows you to specify the Effective Date or the date rule to use for retrieving the data for the dashboard part.

Display Window Options

The following are options for the Display window of the dashboard part wizard:

  • 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. 
  • 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.

Publish Window Options

The following are options for the Publish window of the dashboard part wizard:

  • Add/Remove. Allows you to assign the dashboard part to specific Eagle Portal users or user groups.
  • Make this available to all users. Allows you to make the dashboard part available to all Eagle Portal users.

Edit a Dashboard Part

To edit an existing dashboard part:

  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.
  3. Click the check box next to the dashboard part you wish to edit and click Edit.
    You see the Define window.
  4. Make the appropriate changes to the Define window options.
  5. Click Next.
    You see the Design window.
  6. Make the appropriate changes to the Design window options.
  7. Click Next.
    You see the Display window.
  8. Make the appropriate changes to the Display window options.
  9. Click Next.
    You see the Publish window.
  10. Make the appropriate changes to the Publish window options.
  11. Click Finish to save your changes to the dashboard part.
    You see the updated part in the Parts window.
  12. 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.

Copy a Dashboard Part

To copy an existing dashboard part:

  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.
  3. Click the check box next to the dashboard part you wish to copy and click Copy.
    You see the Copy Part As dialog box.
  4. Enter the appropriate name and click Copy to create a duplicate of the existing dashboard part.
  5. 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.

View Usage of a Dashboard Part

To view usage of an existing dashboard part:

  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.
  3. Click the check box next to the dashboard part for which you wish to review usage and click Usage.
    You see the Usage of Part dialog box.
  4. Review the usage and click Close to return to the Parts window.
  5. 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.

Delete a Dashboard Part

To delete an existing dashboard part:

  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.
  3. Click the check box next to the dashboard part you wish to delete and click Delete.
    You see the confirm delete dialog box.
  4. Click OK to delete a dashboard part.
  5. 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.