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
Introduction to Managing Dashboard Configuration
08:59
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Adjusting Dashboards for Mobile and Outlook Web Add-In InfoPane Views
01:40
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Report Settings Overview
08:11
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Adding New Dashboard Reports, Copy Widget & Clone Dashboard, Delete Cells & Widgets
08:08
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Data Grid Widgets
35:23
How to Add a Data Grid Widget (Part One)
How to Add a Data Grid Widget (Part Two)
Widget Configuration Tips (Saving View to Library)
Filtering Data Grids for Current User to Create Personalized Dashboards (e.g. My Dashboards)- Part One
Filtering Data Grids for Current User to Create Personalized Dashboards (e.g. My Dashboards) - Part Two
Context Entry & Context Entry [field] Filters for Data Grids
Add Tabs (How to Bundle Multiple Widgets into a Single Dashboard Cell)
How to Configure Report-Level Filters for Dashboard Pages
Group by Column/Add Subgroup Column to Views/Data Grids
Multilevel Sorting
Cell Alignment (Detail and Data Grids)
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Chart Widgets, Pivot Grid Widgets
19:21
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Detail Grid Widgets
05:35
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Other Widget Options
15:19
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