Working with dashboards

To create a dashboard

Use the following procedure to create a dashboard.

1. In the BMC AMI Capacity Reporting console, select the Smart Dashboards tab.
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

     The Select Workflow to open field displays the workflows that you created, the public workflows, and those shared with you.

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

     • Owner—Sorts the list by ownership.
     • Workflow Name—Sorts the list in alphabetical order.
     • Last Updated—Sorts the list by the Last Update field.
       

4. Click Create Dashboard.
   The Dashboard Summary page is displayed:
   
   
   

   Important

   After selecting a dashboard, you can create a dashboard by clicking the Create Dashboard option on the left side.

To open a dashboard

 Use the following procedure to open a dashboard:

1. In 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. You can sort the dashboards by:
   • Owner—Sorts the list by ownership.
   • Dashboard Name—Sorts the list in alphabetical order.
   • Last Updated—Sorts the list by the Last Update field.
   • Alert Status—Sorts the list by the alert status with the critical dashboards at the top.

3. Select the dashboard you want to open and click Open Dashboard.

   Important

   After selecting a dashboard, you can open a dashboard by clicking the Open Dashboard option on the left side.

To delete a dashboard

Use the following procedure to delete a dashboard:

1. In 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. 
   You can sort the dashboards by:
   • Owner—Sorts the list by ownership.
   • Dashboard Name—Sorts the list in alphabetical order.
   • Last Updated—Sort the list by the Last Update field.
   • Alert Status—Sorts the dashboards by their alert status with the highest severity on the top.
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.

   Important

   After selecting a dashboard, you can delete a dashboard by clicking the Delete Dashboard option on the left side.

To modify a dashboard

After creating a dashboard, 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 Dashboard Summary 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—Sorts the list by ownership.
   • Workflow Name—Sorts the list in alphabetical order.
   • Last Updated—Sort the list by the Last Update field.

   Important

   In 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 Dashboard Summary page.
   The Dashboard Description pane opens.
2. Modify the description of the dashboard as required and click Accept.

To close a dashboard

After selecting a dashboard, you can close it by clicking the Close option on the left side.

To save a copy of a dashboard

You can create a new dashboard  using the Save-As option.

1. After selecting a dashboard, you can save a copy by clicking the Save-As option on the left side.
   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. 

To publish a dashboard

You can use one of the following options to navigate to the Publish Dashboard pane:

• In the BMC AMI Capacity Reporting console, click Smart Dashboards and then click Publish Dashboard under Smart Dashboard Actions. 
  The Publish Dashboard pane is displayed. It includes the My Dashboards and Stakeholders sections. When you select one or more dashboards, the Stakeholders section displays the users and groups who have these dashboards published to them. 
  
  
• In the BMC AMI Capacity Reporting console, click Smart Dashboards, select a dashboard from the Recent Dashboards list, and then click Publish Dashboards from the side pane.
  The Publish Dashboard pane is displayed with the selected dashboard highlighted at the top of the list. The Stakeholders section displays the selected users and groups who have the dashboard published to them.
  

You can perform the following actions in the Publish Dashboard pane: