Setting Up Your First Dashboard

The dashboards are important components in WATS and for Continuous Improvement. They help provide a snapshot of the current status, helping to reduce dependency on manual queries. Public dashboards displayed in shared areas also contribute to a shared responsibility of improvement. This article will explain how to create and customize a new dashboard. Please refer to the articles in the section Reporting - Dashboards for more information on the dashboard features.

Create a New Dashboard

From the login page, select Reporting and navigate to the Dashboard icon on the left side of the screen.
To create a new dashboard, select New Dashboard from the menu under Private Dashboards. Select a name for your dashboard. The Is public options lets you choose if this dashboard should be visible for all users. Leaving the option unchecked, makes the dashboard private to your user.

The option Auto refresh, lets you select the automatic update interval.

Click Save to create the dashboard

Designing your dashboard

Once your dashboard is created, you will see an empty design-grid in the background, and the Widget Toolbox to the left. Any widgets that you add to the dashboard will snap to these grid-lines, and scale with the window. 

Adding new widgets 

Using the Widget toolbox, select Add (+) to add a new widget to the dashboard. Thios will bring up a list of all available widgets. Add one by eighter dragging and dropping it in to the view, or by clicking the Add to next free space - button.

Moving and Resizing your widget.

One placed, you can resize or move the widget to position by dragging and drop, using the edges of the widget.

Editing Widget Settings and filter

By selecting a widget from the dashboard and the Edit tab in the widget toolbox, you can edit the settings for the widget. Depending on the widget, the available settings will vary. The settings are split into two sections.

Widget Settings

Settings related to formatting and appearance are found under the Widget setting. The settings available wil depend on the selected widget type. When you have edited your settings, click Save to apply your changes.

Widget Filter

The widget filter section holds the settings for how this widget will be filtered. The fields Product Groups, Levels and Period all contain the setting (Use dashboard filter) as default. This allows these properties to be filtered using the dashboards quick filter in the top right corner.

When you have edited your filter, click Save to apply your changes.

Exit edit mode - viewing your dashboard.

When you hade added and edited a widget, you can exit edit mode to view the dashboard. You can do this either by clicking the Exit edit mode - button in the top right corner. This will hide the design-grid and enable the dashboard filter. Click the Manage button in the dashboard menu, and the Editr widgets to return to Edit mode and keep editing.

Favorite dashboards

By clicking the next to the dashboard name (in the upper left hand corner), you will add this dashboard to your favorites. This will make the dashboard available from the start page, as well as selectable as start page in your user settings.