Embedded Dashboards

What is an Embedded Dashboard?

When a Dashboard is created in the Maintenance Unit, an Embedded Dashboard is also created. These Embedded Dashboards are used for sharing across Dashboard Groups in the same Maintenance Unit.

When to use

Use Embedded Dashboards when you need to present and analyze data from various sources in one unified view. Embedded dashboards provide the ability to customize layouts and to arrange and organize components in a way that suits user preferences or business requirements.

When not to use

If the data you need to present is static and does not require frequent updates or interaction, a simple report or a static document might be more appropriate.

Properties

Component Properties

Understanding the types of Buttons to use and their impact on overall system behavior is crucial.

• Name: The name of the Embedded Dashboard in the label
• Workspace: The workspace where the Embedded Dashboard resides
• Maintenance Unit: The maintenance unit where the Embedded Dashboard resides

Formatting

• Layout Type: Allows for selection of a layout type. Uniform is the default.
• Display Format: Allows for configuration of Backgrounds, Borders, and Styles.
• Show Title: Displays the title of the Dashboard at the top of the page. True is the default.

Create a Dashboard

1. Click Application > Presentation > Workspaces
2. Expand the Workspace and Dashboard Maintenance Unit where the Dashboard will be created, then click Dashboard Groups.
3. Click Create Group in the dashboard toolbar. Dashboard Groups are where Dashboards are organized.
4. In Name and Description, enter a name and description for the Dashboard Group. Do not use special characters, dashes (-) or underscores (_) in names.
5. Click Save.
6. Expand the Workspace and Dashboard Maintenance Unit where the Dashboard will be created, then click Dashboard Profiles.
7. Click Create Profile in the dashboard toolbar. Dashboard Profiles are where all Dashboard Groups are organized.
8. In Name and Description, enter a name and description for the Dashboard Profile. Do not use special characters, dashes (-) or underscores (_) in names.
9. Click Save.
10. Select the newly created Dashboard Profile, then click Manage Profile Members in the dashboard toolbar. Assign the Dashboard Group created in Step 3 to the Dashboard Profile created in Step 7.
11. Click Save.
12. Select the Dashboard Group and click Create Dashboard in the dashboard toolbar.
13. In Name and Description, enter a name and description for the Dashboard. Do not use special characters, dashes (-) or underscores (_) in names.
14. In the Layout Type field, select a Formatting option from the combo box.
15. Configure the rest of the Formatting fields based on which Layout Type was selected.
16. Add relevant Dashboard Components to the Dashboard.
17. Click Save.
18. Test the Dashboard by clicking View Dashboard. The Dashboard will be displayed in OneStream.