The article covers how to create, manage & use dashboards and widgets in Prolaborate
User must have access to EA Repository in Prolaborate.
To create and manage a dashboard you must be part of a user group where the admin has given access to the user group for dashboards.
Prolaborate allows EA & Non-EA users to design & display the key information in various reporting formats to their business stakeholders using dashboards.
There are a couple of ways to create Dashboards in Prolaborate, one way is to create dashboards from the dashboards listing page and another way is to create dashboards using the Dashboards drop-down in the menu bar.
The creation of dashboards is at ease when you browse through the pages of a particular repository, be it when you are on the review page or diagram page, or repository overview page.
To create a dashboard when you are on any of the repository’s pages, On the Header, click on the Dashboards drop-down and select Create.
The Dashboards page lists all the dashboards created in the repository.
To create a dashboard from the dashboards listing page, click on Create Dashboard > Create New
On landing on the Create Dashboard page
|Name||Enter a name for the dashboard|
|Status||By default, the status of the dashboard will be Active, Toggle the Status button to make the dashboard inactive.|
|Make Template||By default, the status of the Make Template will be set as No. Toggle the button as Yes to make the dashboard a template.|
Click on Add Button > Add New to add widgets and after adding the widgets click on Save to create a dashboard.
You can create a dashboard using the templates. A template will be available if dashboards are marked as a template either at the time of the creation of a dashboard or when it was marked as a Template after the dashboard is created.
To create a dashboard using the existing template, click on Create Dashboard > Create from Template.
Now choose the template from which you want to create a dashboard and click on Create.
To edit the dashboard, click on the Edit icon to edit the dashboard i.e., adding a new widget or copying the widget or relocating the widget, or formatting the widget.
Recreate dashboard just by simply copying dashboard. To copy a dashboard, click on More > Copy.
To make the dashboard default click on More > Make Default OR
Click on the Make Default on the respective dashboard page.
You can set up the access permission for dashboards at the user level and user groups level. To provide access permission click on Edit and choose the user or user groupsfor whom you want to provide access to the dashboard.
Templates is a functionality that provides users with an option to reuse dashboards and widgets. Templates are categorized as Dashboard Templates and Widget Templates. During the creation of the dashboard, a user can make his/her dashboard into a dashboard template.
At the time of creating a Dashboard you can toggle the Make Template option to make the dashboard as template OR
If the dashboard is created and listed on the Dashboards page click on More > Make Template. Making a widget as template is covered in the later part of the document.
Set a widget as a template to re-use it across any dashboards and repositories in Prolaborate.
To make the widget as a template click on the edit icon on the dashboard, click on the widget Gear icon > Make Template > Save.
To view the existing Templates, click on Templates on the Dashboards page
Click on the Dashboard Templates to view the dashboard templates and Widget Templates to view the widget templates