Working with dashboards

This section describes different actions that can be performed on the Smart Dashboard.


Related topic

Working-with-Smart-Dashboards

Managing-workflows-in-a-dashboard

image-2023-5-19_18-38-12.png

To create a dashboard

Use the following procedure to create a dashboard.

Important

This option is available only to content creators and product administrators.

  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 Workflows to include: Select up to eight workflows to add to the dashboard. You can also add the workflows after creating the dashboard. 
      You can also use the Search field to search for a specific dashboard.

      Important

      The Select Workflows to include field displays your favorite workflows, workflows that you created, 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.
        image-2023-6-2_16-37-42.png

  4. Click Create Dashboard.
    The Dashboard Summary page is displayed:
    image-2023-5-19_18-39-30.png

    Important

    You can also 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 also use the Search field to search for a specific dashboard.
    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 add a dashboard to the favorites list

When you click the Smart Dashboards tab, the Smart Dashboards landing page is displayed. The Smart Dashboards panel on the left lists the most recently opened dashboards and any dashboard marked as favorite.

image-2023-5-15_13-7-19.png

To mark a dashboard as favorite, click image-2023-5-9_13-56-23.pngnext to it.

The dashboard is marked as favorite and is listed under My Favorites. 

image-2023-5-9_13-58-8.png

The dashboards that are marked as favorite also appear in the My Favorites bar when a dashboard is opened. In My Favorites bar you can:

  • Scroll the bar to see all your favorite dashboards
  • Re-order your favorite dashboards by using drag and drop 
  • Remove a favorite dashboard by clicking X next to it
  • Remove a favorite dashboard off the bar by using drag and drop 
  • Open a favorite dashboard by clicking on it

image-2023-5-19_18-42-17.png

To remove a dashboard from the favorites list, click image-2023-5-9_14-44-19.png.

You can also mark a dashboard as favorite by clickingimage-2023-5-16_12-20-3.pngon the title bar of an open dashboard.
image-2023-5-16_12-18-8.png

To modify a dashboard

After creating a dashboard, you can:

To add or remove workflows from a dashboard

  1. Click Manage Workflows on the upper-right corner of the Dashboard Summary page.
    The Manage Workflows pane opens. You can select up to eight workflows to include in a dashboard.
    image-2023-6-2_16-40-14.png

  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.
      You can also use the Search field to search for a specific dashboard.

    Important

    In the Dashboard Summary, you can click image2019-11-23_12-42-51.pngon 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 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 rename a dashboard

  1. Clickimage-2023-5-16_12-22-44.pngicon on the dashboard title bar.
    image-2023-5-16_12-24-34.png
  2. Enter the new name.
  3. Click image-2023-5-16_12-23-56.pngto save the new dashboard name.

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 Dashboards 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. 
    Publish Dashboard
  • In the BMC AMI Capacity Reporting console, click Smart Dashboards, select a dashboard from the Recent Dashboards list or the My Favorites 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.
    image2022-12-13_10-52-10.png

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

Purpose

Action

Publish one or more dashboards to stakeholders

  1. Select one or more dashboards from the My Dashboards list. 
    All stakeholders are displayed in the Stakeholders section. Theimage2022-10-31_15-23-36.pngicon indicates a single user. Theimage2022-10-31_15-24-14.pngicon indicates a group with the number of members in the group next to it. 
  2. Select the stakeholders to whom you want to publish the dashboards and click one of the following options: 
    • Apply Changes—Changes are saved and the Publish Dashboard pane remains open.
    • OK—Changes are saved and the Publish Dashboard pane closes.
      To unpublish a dashboard, clear the check box next to it. 

Important

Selecting dashboards shows you which users and groups have those dashboards published to them. When you select more than one dashboard, the product determines the intersection of users and groups that have all the selected dashboards published to them.

For example, Dashboard1 is published to User1 and User2. Dashboard2 is published to User2 and User3. Dashboard3 is not published to anyone.

  • If you select only Dashbaord1, User1 and User2 are selected.
  • If you also select Dashboard2 with Dashboard1, only User2 is selected because Dashboard2 is not published to User1.
  • If you then select Dashboard3 with Dashboards 1 and 2, no user is selected because Dashbaord3 is not published to anyone.

For more information on how to create stakeholders group, see Assigning-users-to-BMC-AMI-Capacity-Reporting-user-groups.

Sort the dashboards

Click Sort by. You can sort the dashboards:

  • Dashboard Name—Sorts the list in alphabetical order.
  • Last Updated—Sorts the list by the Last Update field.
  • Alert Status—Sorts the dashboards by their alert status, with the highest severity on the top.

Search for a dashboard

On the Search bar, under My Dashboards, enter the name or partial name of the dashboard.

Search for a stakeholder

On the Search bar, under Stakeholders, enter the name or partial name of the stakeholder.

Select all the dashboards or stakeholders 

Click Select All under My Dashboards or Stakeholders.

Clear all the selected dashboards or stakeholders 

Click Clear under My Dashboards or Stakeholders.

To delete a dashboard

Use the following procedure to delete a dashboard:

Important

Only the owner of a dashboard can delete it

  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 are listed in the My Favorites and My Dashboards sections of the Delete Dashboards pane.
    You can sort the dashboards by:
    • 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. Select one or more dashboards that you want to delete and click Delete Dashboards. 
    The Delete Dashboard displays the number of dashboards selected for deletion.
    image-2023-5-15_11-51-15.png
  4. When the delete confirmation message is displayed, type dashboard and then click Delete to delete the dashboard.
    You can also use the Search field to search for a specific dashboard and delete it.

  5. To remove a dashboard from the Recent Dashboards list, click image-2023-5-9_18-15-33.pngnext to a dashboard on the Smart Dashboards landing page.

    You can also delete the currently open dashboard by clicking the Delete image-2023-5-16_12-18-56.pngicon on the title bar.
    image-2023-5-16_12-18-14.png


 

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