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 Overview

Depending on the data elements and options selected by the administrator for your Dashboard, you can view and/or modify data elements.

 Before You Begin

• The Business Insights module must be activated to run the Dashboard.

• An administrator must set up the Dashboards for users in the Dashboard Maintenance Wizard.

• Options must be set up in Dashboard Options, such as the company name and logo that appear on the Dashboard Home and Web pages.

 

To view data elements on the Business Insights Dashboard Home and Web pages

1. Select Business Insights Dashboard menu > Display Dashboard.

2. If a setting other than Never is selected in the Prompt User for Update field in the Dashboard Options window, you may be prompted to update your Dashboard pages if the last update is older than the time period specified (that is, older than 6 hours, 12 hours, or 24 hours). Click Yes.

If, however, the Never Prompt This User for Dashboard Updates check box was selected in the Business Insights Dashboard Wizard when setting up your Dashboard, these settings are overridden. In this case, your Dashboard is updated only if you use Start Automatic Dashboard Update accessible from the Business Insights Dashboard menu.

3. The data elements that were selected in the Dashboard Maintenance Wizard appear in your Dashboard Home page.

4. To view one data element at a time, click the link in the upper-left corner of the data element's title bar.

5. The data element appears in the Dashboard in its own Web page.

6. To go back to the Home page, click Back located at the bottom of the Web page.

You have viewed the data elements in the Home and Web pages.

 

To modify data elements on the Business Insights Dashboard Home and Web pages

1. Select Business Insights Dashboard menu > Display Dashboard.

2. If a setting other than Never is selected in the Prompt User for Update field in the Dashboard Options window, you may be prompted to update your Dashboard pages if the last update is older than the time period specified (that is, older than 6 hours, 12 hours, or 24 hours). Click Yes.

If, however, the Never Prompt This User for Dashboard Updates check box was selected in the Dashboard Maintenance Wizard when setting up your Dashboard, these settings are overridden. In this case, your Dashboard is updated only if you use Start Automatic Dashboard Update accessible from the Business Insights Dashboard menu.

3. The data elements that were selected in the Dashboard Maintenance Wizard appear in your Dashboard Home page.

4. If the Allow User to Modify Their Dashboard Page check box was selected by the administrator in the Dashboard Maintenance Wizard when setting up your Dashboard, you can click the Modify this Page link to make modifications. You can show or hide data elements, rearrange data elements, modify the number of detail lines in tables within data elements, and change the number of pie segments in data elements.

1. Click the Modify this Page link in the header section of the data element.

2. In the Dashboard Maintenance Wizard, click Next until you reach the Select and Configure Dashboard Views page.

3. To select the data elements for the Dashboard, use the arrow buttons to move the data elements from the Available Dashboard Views list to the Selected Dashboard Views list as needed.

4. To show or hide a data element on the Dashboard, select the data element, and then click Hide/Show.

5. To change the order of the data elements in the Dashboard, use the Move up and Move down arrows.

6. To modify the number of detail lines or pie segments for a data element, in the Selected Dashboard Views list, select the data element, and then click Options. Only data elements with Yes displayed in the Options column can be modified.

7. Click Next, and then click Finish to close the Dashboard Maintenance Wizard.

The selected data elements are modified.