Dashboard design with xDM Dashboard

A dashboard is a page that displays multiple related charts on one or many tabs, it support data filtering using slicers.

Dashboard components

A dashboard is composed of one or multiple tabs, each tab is composed of elements of the following types:

  • Chart elements, pointing to existing charts.

  • Text elements, containing rich text content.

  • Slicer elements used to filter charts content in the dashboard.

Filter dashboard data

Slicers are used to filter the content of the charts in the dashboard.

Each slicer is linked to one or multiple charts via a chart parameter.
A slicer automatically lists all the values available for the parameters in the charts it filters. When the user selects one or multiple values in the slicer, the related charts are automatically filtered to display only the measures for these values.

For more information about chart parameters and how to configure them, see Configure a chart.

You can design slicers to appear as elements within the dashboard tabs aside the charts, or to appear in a side panel that opens on demand. This second type of slicers is called Dashboard Slicers. Both slicer types behave the same way to filter the charts of the dashboard.

Manage dashboards

The Dashboards list supports the following operations:

  • Open a dashboard by clicking it in the list.

  • preview Preview a selected dashboard. This opens the dashboard in a new browser tab.

  • copy Copy a selected dashboard. When copying a dashboard, you are prompted for the name of the new dashboard.

  • rename Rename a selected dashboard. Note that when renaming a dashboard, the incoming references to this dashboard are not automatically updated.

  • delete Delete selected dashboard. This operation cannot be undone.

Renaming or deleting a dashboard prevents the application navigation items using that dashboard to display it. These two operations must be performed with care.