Course Description
The layout, content and configuration of Web Portal dashboard reports are controlled by platform managers who have the permission to manage these reports. This course reviews the actions of how to add new reports, edit existing reports and add key content like data grids and charts.
Course Curriculum
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1
Introduction to Managing Dashboard Configuration
08:59 -
2
Quick View Reports & Adjusting Dashboards for Mobile/Outlook Web Add-In InfoPane Views
05:13 -
4
Adding New Dashboard Reports, Copy Widget & Clone Dashboard, Delete Cells & Widgets
08:46 -
5
Data Grid Widgets
39:04-
How to Add a Data Grid Widget (Part One: Building View)
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How to Add a Data Grid Widget (Part Two: Add Filters, Show/Hide Columns, Rename Columns)
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How to Add a Data Grid Widget (Part Three: Grouping, Sorting, Include Entry Count, Include Totals)
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Widget Configuration Tips (Saving View to Library)
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Filtering Data Grids for Current User to Create Personalized Dashboards (e.g. My Dashboards)
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Context Entry & Context Entry [field] Filters for Data Grids
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Data Grids: Allow Entry Selection & Custom Action for Changing Values
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Data Grids: Allow Entry Selection & Custom Action for Merge Entries
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Add Tabs (How to Bundle Multiple Widgets into a Single Dashboard Cell)
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How to Configure Report-Level Filters for Dashboard Pages
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Group by Column/Add Subgroup Column to Views/Data Grids
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Multilevel Sorting
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Cell Alignment (Detail and Data Grids)
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