Dashboard

 

Create a new dashboard

Delete a dashboard

Copy a dashboard

Design a dashboard

Export a dashboard

Import a dashboard

 

With the dashboard add-on it is possible to create interactive data overviews, based on the data present in Typical manager®. In this window you can define dashboards. When a dashboard is created, it can be designed in the dashboard designer. Dashboards and Fixed Dashboards can be enabled/disabled, when enabled they will be show in the project.

 

 

Dashboard Data Settings Overview

Active Project Data Setting: Dashboards with the "Only data sources from active Project" setting utilize the Project View for data presentation.

Using the Project View will enhance the performance when opening such a Dashboard in Project

 

Access Restrictions: As a standard precaution, Dashboards cannot be opened if the ProjectView is marked as invalid, preventing exposure to potentially incorrect data.

 

Ignore ProjectView Setting: The "Ignore Project View" option within Dashboards provides users with the ability to open a Dashboard irrespective of the ProjectView's validity status.

 

Usage Caution: Opting to use the "Ignore Project View" feature should be done with awareness that it may lead to the presentation of inaccurate data on the dashboard.

A warning will be prompted when opening the dashboard, indicating potential data discrepancies. Users should be mindful of this and perform necessary data validations when required.

 

See also:

Project - Dashboard

Create a new dashboard


In Typical Manger.

• Click New.

• Enter a unique name.

• Optionally, enter a description and enable/disable the dashboard.

Delete a dashboard


Select the dashboard to remove.

• Click Delete.

• Click OK in the message dialog.

Copy a dashboard


Instead of creating a dashboard from scratch, an existing dashboard can also be copied.

• Select the dashboard to copy.

• Click Copy.

• Enter a new, unique name for the copy.

• Optionally, change the description and enable/disable the dashboard.

Design a dashboard


Select the dashboard which you want to design.

• Click Design.

• The dashboard designer is opened.

• When the designer is closed, the dashboard is saved to the database.

 

 

For more information about creating and designing a dashboard see: Dashboard designer.

Export a dashboard


A dashboard can be exported so it can be used in another database.

• Select the dashboard to export.

• Click Export.

• Save as a dashboard file (<name>.xml).

 

Import a dashboard


A dashboard can be imported so you can use dashboards which are created in another database.

• Click Import.

• Select a dashboard file (<name>.xml).

• Enter a unique name.