Working with dashboards

This section describes how to create, manage, and publish dashboards.

Creating a dashboard

Use the following procedure to create a dashboard:

1. In the BMC AMI Capacity Reporting console, click System Health Dashboard.
2. Under Dashboard Actions, click Create Dashboard.
   
3. In the Create Dashboard pane, complete the following fields:
   
   • Dashboard Name: Enter the name of the dashboard. 
   • (Optional) Description: Enter the description of the dashboard. You can modify this description later.

   • Select up to six workflows for your Dashboard: Select the workflows that you want to add to the dashboard. You can also add the workflows after creating the dashboard.

     Note

     In the Select up to six workflows for your Dashboard field, you can view the list of workflows shared with you and the public workflows.

4. Click Create Dashboard.
   You can view the Dashboard Summary page with the included workflows. The following image illustrates the Dashboard Summary page:
   
   
   

Opening a dashboard

 Use the following procedure to open a dashboard:

1. From the BMC AMI Capacity Reporting console, click System Health Dashboard.
2. Under Dashboard Actions, click Open Dashboard.
   
   The Open Dashboard pane is displayed. If you are a content creator or a product administrator, you can view the dashboards you have created under the My Dashboards list.  You can also view any dashboards that are published to you.  If you are stakeholder, you can only view dashboards that are published to you.
3. From the My Dashboards list, select the dashboard you want to open and click Open Dashboard.

Deleting a dashboard

Use the following procedure to delete a dashboard:

1. From the BMC AMI Capacity Reporting console, click System Health Dashboard.
2. Under Dashboard Actions, click Delete Dashboards.
   
   The Delete Dashboards pane opens. You can see the list of dashboards that you have created under the My Dashboards list.
3. From the My Dashboards list, select the one or more dashboards that you want to delete and click Delete Dashboards.
4. The delete confirmation message is displayed.
5. Click Yes to delete the dashboards.

Modifying a dashboard

After creating a dashboard you can modify it as required. You can:

• Add and remove multiple workflows
• Edit the dashboard description 

To add or remove workflow

1. Click Manage Workflows on the upper-right corner of the page.
   The Manage Workflows pane opens.

1. In the Manage Workflows pane, select the required workflows that you want to add or clear the selected check box to remove the previously added workflows from the dashboard.

   Note

   You can click on the respective Workflow pane to remove the Workflow from the dashboard.

2. Click Update Dashboard.

To edit description

1. Click Description on the upper-right corner of the page.
   The Dashboard Description pane opens.
2. Modify the description of the dashboard as required and click Accept.

Publishing a dashboard

Use the following procedure to publish a dashboard:

1. Click Publish Dashboard on the upper-right corner of the page.
   The Publish Dashboard  pane opens displaying the list of stakeholders.
2. Select the required users and click Apply Changes.
   The dashboard is now visible to the selected stakeholders.
   

You can also unpublish a dashboard from certain users by clearing the existing users check boxes.

Closing a dashboard

From the left pane, click Close Dashboard to close the dashboard.

Saving a copy of a dashboard

You can save a copy of a dashboard and create a new dashboard from it. Use the following procedure to save a copy of the dashboard:

1. From the left pane, click Save-As option. The Save-as pane is displayed.
   
2. In the Save-as pane, enter the Dashboard Name and Description, and click Save Dashboard. The newly created dashboard  is displayed.