Working with dashboards

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

To create a dashboard

Use the following procedure to create a dashboard.

1. In the BMC AMI Capacity Reporting console, click Smart Dashboards.
2. Under Smart 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 Workflow to open: Select up to eight workflows to add to the dashboard. You can also add the workflows after creating the dashboard.

     Important

     In the Select Workflow to open field, you can view the list of public workflows and those shared with you.

     When selecting the workflows, you can sort the existing workflows based on the following options:

     • Owner—The list is sorted by ownership.
     • Workflow Name—The list is sorted in alphabetical order.
     • Last Updated—The list is updated according to the date and time the workflows were last updated.
       
4. Click Create Dashboard.
   The Dashboard Summary page is displayed:
   
   
   

5. Important

   You can also create a dashboard by clicking the Create Dashboard option from the left pane.

To open a dashboard

 Use the following procedure to open a dashboard:

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

To delete a dashboard

Use the following procedure to delete a dashboard:

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

To modify 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 workflows

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

2. In the Manage Workflows pane, click on the workflow that you want to add or remove.
   You can sort the workflows based on the following options:

   • Owner—The list is sorted by ownership.
   • Workflow Name—The list is sorted in alphabetical order.
   • Last Updated—The list is updated according to the time the workflows were last updated.

   Important

   From the Dashboard Summary, you can click on the Workflow chart to remove that Workflow from the dashboard.
   

3. Click Update Dashboard.

To edit the 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.

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 users and click Apply Changes.
   The dashboard is now visible to the selected stakeholders.
   

You can unpublish a dashboard by clearing the check box.

To close a dashboard

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

To save a copy of a dashboard

You can save a copy of a dashboard and create a new dashboard from it. 

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.