Business unit dashboard templates

Business unit level dashboards are available to company users who have the Analytics API Access permission.

Business unit level dashboard templates can be automatically published by users with the Organisation - Dashboard Maintenance permission to appear in the Widget Dashboards area for all users as read-only standard dashboards. They can also be added manually by the user either as standard dashboards (see Add standard widget dashboards) or as copies of the templates which can then be configured as personal dashboards (see Add personal widget dashboards).

Any changes made to a business unit dashboard template will be reflected in the users' standard dashboards once the template has been published.

Users can only see data for the business unit to which they belong, even if they have access to all business units. To access data across all business units, the user must have the Analytics API Access Across Business Units permission and use a third-party reporting application such as Power BI.

Warning The user creating and configuring dashboard templates must be assigned to a business unit for any data to appear in the configured widgets. They will then see data from that business unit in the widgets.

View business unit dashboard templates

1. Click the Dashboard Maintenance tab on the Main Menu and select Business Unit Dashboard Templates.

   The Business Unit Dashboard Templates page is displayed.

2. Open the navigation bar. If necessary, click the Manage tab.

3. Under Widget Dashboard Management, click Business Unit Templates.

   The Business Unit Dashboard Templates page is displayed.

   The number of users who have chosen to display the dashboard template as a standard dashboard or to whom the dashboard template has been published is shown for each template.

Create a business unit dashboard template

Warning The user creating and configuring dashboard templates must be assigned to a business unit for any data to appear in the configured widgets. They will then see data from that business unit in the widgets.

4. Open the navigation bar. If necessary, click the Manage tab.

5. Under Widget Dashboard Management, click Business Unit Templates.

   The Business Unit Dashboard Templates page is displayed.

6. Click Add.

   The Create Dashboard Template page is displayed.

7. Enter a Title and Description for the dashboard.

   The Title is the name shown on the dashboard tab in the Widget Dashboards area.

8. Click Save.

   A new, empty dashboard tab is displayed.

Note The dashboard template is now available for users to copy or add manually.

You can also add it automatically for all users by publishing it. See Publish business unit dashboard templates below for more information.

It is recommended that widgets are added to the dashboard before it is published.

To add a widget to your dashboard:

9. Click the drop-down arrow on the dashboard tab and select Add Widget.

   The Add Widget window is displayed.

10. Click the name of the widget type you want to add to the dashboard.

    The dashboard is refreshed to show the new widget ready for configuration.

    Tip You can drag the widget to a different location on the page, e.g. to a different column, and to above or below existing widgets. You can also resize the widget by dragging the edges to change the height or width.

11. Enter information as required in the relevant fields.

    See AVEVA Contract Risk Management Analytics for full details of how to configure the data shown in widgets.

    Note Fields marked with an asterisk are required.

12. Click Save.

    The widget is updated. Any changes are automatically deployed.

Repeat this step to add multiple widgets to a dashboard. A maximum of 15 widgets can be displayed per dashboard.

Edit business unit dashboard template details

13. On the Business Unit Dashboard Templates page, click Edit for the dashboard template for which you want to update the details.

    The Edit Dashboard Template page is displayed.

14. Alternatively, click Configure for the dashboard template you want to update. On the dashboard tab, click the drop-down arrow and select Edit to display the Edit Dashboard window.

15. Enter a Title and Description for the dashboard.

    The Title is the name shown on the dashboard tab in the Widget Dashboards area.

16. Click Save to update the dashboard template details. Any changes are automatically deployed to users' standard dashboards.

Configuring business unit dashboard templates

Warning The user creating and configuring dashboard templates must be assigned to a business unit for any data to appear in the configured widgets. They will then see data from that business unit in the widgets.

Note A maximum of 15 widgets can be displayed per dashboard.

On the Business Unit Dashboard Templates page, click Configure for the dashboard template you want to configure.

The dashboard tab is displayed, showing any widgets have been previously added.

To add a widget to your dashboard template:

17. Click the drop-down arrow on the dashboard tab and select Add Widget.

    The Add Widget window is displayed.

18. Click the name of the widget type you want to add to the dashboard.

19. The dashboard is refreshed to show the new widget ready for configuration.

    Tip You can drag the widget to a different location on the page, e.g. to a different column, and to above or below existing widgets. You can also resize the widget by dragging the edges to change the height or width.

20. Enter information as required in the relevant fields.

    See AVEVA Contract Risk Management Analytics for full details of how to configure the data shown in widgets.

    Note Fields marked with an asterisk are required.

21. Click Save.

    The widget is updated. Any changes are automatically deployed.

Repeat this step to add multiple widgets to a dashboard. A maximum of 15 widgets can be displayed per dashboard.

To edit an existing widget:

22. Click Edit on the title bar of the widget to open its properties.

23. Enter information as required in the relevant fields.

    See AVEVA Contract Risk Management Analytics for full details of how to configure the data shown in widgets.

    Note Fields marked with an asterisk are required.

24. Click Save.

    The widget is updated. Any changes are automatically deployed.

To remove a widget:

25. Click Delete for the widget you want to remove.

    A confirmation message is displayed.

26. Click OK to permanently remove the widget from the dashboard.

    The widget is updated. Any changes are automatically deployed.

Publish business unit dashboard templates

If a business unit level dashboard template is published, it is automatically displayed as a read-only standard dashboard for all users who can view the Widget Dashboards area of the Company Portal. They can remove it from their visible dashboards if they do not wish to see it.

A business unit level dashboard template does not need to be published for users to be able to add it manually as a standard dashboard.

To publish a business unit dashboard template:

27. On the Business Unit Dashboard Templates page, click Publish for the dashboard template you want to publish to all users with the Analytics API Access permission.

    A confirmation message is displayed.

28. Click OK to publish the dashboard template. It is now visible from the Widget Dashboards area of the Company Portal for all users who can view it.

Delete business unit dashboard templates

Warning A dashboard template can be deleted even if it is in use.

29. On the Business Unit Dashboard Templates page, click Delete for the dashboard template you want to delete.

    A confirmation message is displayed.

30. Click OK to delete the dashboard template.