Creating dashboards
Create dashboards and favorites to manage metric data charts and graphs.
About this task
About this task
You create dashboards to by attaching charts to your project data that help you analyze your projects' quality and efficiency.
Dashboards are created on the Insights Dashboards page. After you create a dashboard and customize it with charts and filter conditions, you can save and use for future sessions. The Delivery Performance dashboard is provided by default. It has several charts preconfigured, including the Lead time and Cycle time charts. You can customize the Delivery Performance dashboard by adding new charts, and setting filters and data scope conditions.
To create a dashboard, complete the following steps:
Procedure
Procedure
- On the HCL™ Accelerate Home page, click .
- In the NEW DASHBOARD window, in the Title field, enter a dashboard name.
- In the Description field, enter a distinctive description for the dashboard.
-
Click Add.
Dashboards are also displayed either in card view by clicking
or in list view by clicking
on the Insights All Dashboards page. In the list view, you can sort fields in ascending or descending order by clicking on the following field names:
- Name
- Description
- Creator
- Last Modified
- Modified By
and then select Remove to delete the dashboard.
-
To add a created dashboard to your favorites, click the All Dashboards
tab and then click
to display the list view of dashboards. In the list, locate the Name of dashboard to be added to your favorites and then click
in the left side of the field.
The dashboard is listed on the My Favorites tab. -
To remove a dashboard from your favorites, click
and the dashboard is removed from the My Favorites tab.
-
To remove a dashboard from the My Favorites tab in card layout, click
and then click
for the dashboard to remove and select Unfavorite.
-
To remove a dashboard from the My Favorites tab in list layout, click
and then click
for the dashboard to remove and select Unfavorite.
What to do next
What to do next
Customize the dashboard by filtering project data and applying charts to the data.