Create dashboards and favorites to manage metric data charts and graphs.
About this task
You create dashboards to by attaching charts to your project data that help you analyze your projects' quality and efficiency.
Dashboards are created on the Insights Dashboards page. After you create a dashboard and customize it with charts and filter conditions, you can save and use for future sessions. The Delivery Performance dashboard is provided by default. It has several charts preconfigured, including the Lead time and Cycle time charts. You can customize the Delivery Performance dashboard by adding new charts, and setting filters and data scope conditions.
To create a dashboard, complete the following steps:
On the HCL™ Accelerate Home page, click Insights > All Dashboards > Add new dashboard.
In the NEW DASHBOARD window, in the Title field, enter a dashboard name.
In the Description field, enter a distinctive description for the dashboard.
Dashboards are also displayed either in card view by clicking or in list view by clicking on the Insights All Dashboards page. In the list view, you can sort fields in ascending or descending order by clicking on the following field names:
- Last Modified
- Modified By Each card or list view item contains status information about the dashboard, and provides a link to the dashboard details. In either list or card view, you can click and then select Remove to delete the dashboard.
To add a created dashboard to your favorites, click the All Dashboards tab and then click to display the list view of dashboards. In the list, locate the Name of dashboard to be added to your favorites and then click in the left side of the field.
The dashboard is listed on the My Favorites tab.
To remove a dashboard from your favorites, click and the dashboard is removed from the My Favorites tab.
To remove a dashboard from the My Favorites tab in card layout, click and then click for the dashboard to remove and select Unfavorite.
To remove a dashboard from the My Favorites tab in list layout, click and then click for the dashboard to remove and select Unfavorite.
What to do next
Parent topic: Managing Insights dashboards