How do I create a list dashboard?

This lesson will show you how to create a reporting dashboard with various charts, graphs, and tables of data.  The Dashboard is created from within the EPM Live List Apps.  The Dashboard is then visible from the View drop down menu for that List App and from the Reports Page.

Note: The instructions in this article are applicable to Administrators in the Top Level Site as well as to Power Users who have Owner permissions on a workspace.

1. Navigate to the List App

Navigate to the List App for which you will be creating a dashboard.  For example, if you want to create a dashboard with mostly project-related data, you would navigate to the Project Center List App.  Also, the Dashboard will be listed on the Views drop down for whichever List App you create the Dashboard.

2. Navigate to the List Settings

Navigate to the List App.  

  1. On the View Toolbar, select the Settings Gear.

3. Open Create Dashboard (EPM Live)

Under the General Settings Heading, select Create Dashboard (EPM Live).

4. New Dashboard Settings

  1. Name: Enter the Name for the new Dashboard.
  2. Layout: Choose a layout for the new Dashboard.  By selecting the different options, the image on the left will show a preview of that selected style.
  3. When finished click Create.

5. View the New Dashboard Page

Upon creation, you will be directed to the new Dashboard page.  The newly created Dashboard will be a blank web part page.  

Note: There is a hidden web part for the List App.  Do not delete the web part.  This is required in order for the Dashboard to function correctly as a view in the List App.

5.1. View Permissions Verified

If you are not directed to the Dashboard page after initial creation, and instead are directed to another view for that List App, you may have the View Permissions in use.  Navigate to the View Permissions page for this List App to ensure that this new view is checked as visible.  The Newly created Dashboard view should be checked for all applicable groups.

6. Modify the (Hidden) List Web Part

  1. Select the Web Part drop down arrow.
  2. Select Edit Web Part.

6.1. Update the Toolbar Type

  1. Update the Toolbar Type to Show Toolbar.  This setting on the hidden web part will allow the View Toolbar to show when the Action Menu Web Part is added to the Dashboard.
  2. When finished, click OK.

7. Add Filter Web Part

  1. Click Add a Web Part in the section where you want the Filter Web Part.  Usually, the Filter would go in the Header (or top) section.  
  2. Select the EPM Live category.
  3. Select the Filter Web Part.
  4. Confirm or change the section, if needed.
  5. Click the Add button.

8. Edit the Filter Web Part

  1. Select the drop down arrow on the Filter Web Part.
  2. Select Edit Web Part.

8.1. Configure the Filter Web Part

  1. List: Select the List App for your filter.
  2. Field: Select the Field from which to filter the data on your Dashboard.
  3. Allow multiple "Field" values to be selected.  Check this option if you would like for users to be able to be able to select multiple values.
  4. Show Titles Drop down: Check this option if you would like for a list to show the titles of the items that are the filter results.
  5. Allow multiple "Title" values to be selected: Check this option to allow for multiple values from the Filter results to be selected.
  6. Default Value: Select one or multiple default values in the Filter selection.  
  7. When finished, click the OK button.  To apply changes and keep the Edit Web Part Settings open, click the Apply button.

9. Add Web Parts for Dashboard

There are multiple types of EPM Live web parts that can be added to the web part page.  These include:

  • Charting Web Part: The Charting Web Part includes different types of graphs - bar, line, pie charts, bubble charts, etc.
  • HTML Chart Web Part: The HTML Chart Web Part includes different types of graphs - bar, line, pie charts, bubble charts, etc.
  • App Summary Web Part: The App Summary Web Part shows a summary breakdown of data within a List App.
  • Grid/Gantt Web Part: The Grid/Gantt Wed Part shows List App information.  

Add as many Web Parts to the Dashboard as desired.

Note: When adding List Web Parts, be sure to add the Grid/Gantt Web Parts, and configure the web parts to look to the desired list data.  It is NOT recommend to use the SharePoint List & Library Web parts.

10. Connect the Web Parts

Connect the Filter Web Part to the other web parts on the page.  This ensures that when the filter selection changes, the data in any web parts connected to the Filter Web Part will also adjust based on the Filter selection.  You may connect from the Filter Web Part to others or you may connect from the other Web Parts to the Filter Web Part.

  1. Select the Web Part drop down menu.
  2. Select Connections.
  3. Select Get Report ID Consumer From.
  4. Select Filter.

After the web parts are connected, a check mark will show next to the Connections option and next to the name of the connected Web Part.

11. Add Action Menu Web Part to Dashboard

The newly created Dashboard acts as a view within the List App.  Using the View Toolbar in the List App, the End User can navigate between different views, including this Dashboard.  In order for the End User to be able to navigate from the Dashboard to other views, add the Action Menu Web Part.  This adds the View Toolbar into this Dashboard view.

Important Note: This Web Part must be added LAST, after all other web parts and settings have been completed for this Dashboard.

  1. Click Add a Web Part in the section where you want the Action Menu Web Part.  Usually, the Action Menu would go in the Header (or top) section.  
  2. Select the EPM Live category.
  3. Select the Action Menu Web Part.
  4. Confirm or change the section, if needed.
  5. Click the Add button.

12. Edit the Action Menu Web Part

  1. Select the drop down arrow on the Action Menu Web Part.
  2. Select Edit Web Part.

13. Action Menu Web Part Settings

  1. In the Appearance Tab Section, change the Chrome Type selection to None.
  2. When finished, click the OK button.

14. Stop Editing the Page

On the Page Ribbon tab, select Stop Editing.

15. Add a Field to the Dashboard View

Since the Dashboard functions as a view in the list, it's not necessary, but you may want to have at least one field selected in the view.  Upon initial creation of the Dashboard, no fields were selected.  Navigate to the List Settings for the List App.  Open the View Settings for the Dashboard. Select at least one field.  For example, if this is a dashboard for the Project Center, select the field Project Name.

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