Users will be able to view all of the Dashboards, they have access to, by clicking the Dashboard icon in the One Model left hand navigation panel.
The list of all Dashboards will appear. Dashboard creators have identified categorizations for the Dashboards to help with navigation. Categories are identified by the non-indented bold face type.
Individual Dashboards are identified by the indented non-bold face type.
To access a specific Dashboard, a user will click on the Dashboard name.
For my example, I have clicked on the Workforce Composition Dashboard, found under the Headcount category.
Filtering a Dashboard
Dependent on how the Dashboard creator has created the Dashboard, Tiles on the Dashboard may be able to be filtered for specific populations.
To filter a Dashboard further, click the Filter icon in the upper right hand corner of the page.
Options for filtering will appear next to the left-hand navigation panel. Filter dimensions will be categorized. To select a specific dimension, click the > next to the category to display the specific dimensions.
In the example below, I have selected the Country dimension under the Employment category.
To include a specific node in the filter, click the check mark next to the node. When a node is selected for inclusion, the check mark will turn green.
In my example, I have included Canada and Germany from the Country dimension. This can be seen by the green check mark next to them.
In the example below, I have selected the Annual Salary dimension under the Employment category.
To exclude a specific node, click the x next to the node. When a node is excluded, the x will turn red. Multiple nodes can be included or excluded.
I have excluded the nodes in Annual Salary above 160k, plus those with Unknown Annual Salaries. This can be seen by the x next to each node.
Once selections are made, click the Apply Filters box.
The Tiles will then show the filtered results, instead of the original. If the Dashboard creator has set the filters to show on the Dashboard, the Tile will show those as well. Below is the filtered Tile for Todays Headcount from the Workforce Composition Dashboard compared to the unfiltered version.
To clear the filters on the Dashboard, click the Clear Filters button.
To save the filters on the Dashboard, click the Save Applied Filters button. This means that these Applied Filters will be applied as a default filter to all of the dashboards in the future, not just the dashboard you have saved it to.
Note: Saving Applied Filters can be tricky for end users because it may stop them from seeing results. If this situation occurs, it is recommended the user use the Clear filters and re-run the Dashboard. To reset defaults, clear filters and save this version.
Drill Through and Export Details on a Dashboard
If end users have the ability to drill through on the measures, they can click on hyperlinked numbers in a Tile, table or chart.
Once the user clicks on the number, they will receive a pop-up with key details for the measure they are reviewing. The details include the Calculation, Description, Value, Nodes included in the results and the Filters applied.
Note: If the measure is a calculated measure, there may be multiple tabs. Users will need to select the specific tab to access appropriate results.
Clicking on the Drillthrough button will provide a detailed list of the records included in the result set.
The columns showing in the drill through are governed by the decisions of the Administrator for the site, as well as the end users’ Role Based Permissions.
Clicking on the Export Query button will allow users to export the details for the result set. A .csv file will be created.
If the exported results take a significant amount of time to run or need to be accessed again later, they can be found in the Exports section of the tool. Results will be stored for approximately 7 days before being deleted.
Multi-Level Dimensions in Dashboards
If a multi-level dimension is used in a Dashboard, the user may have the ability to click through to the next level from the Tile. Multi-level dimensions will have their node names show as a hyperlink. Below is an example from the Workforce Composition Dashboard, where the tile was created using the multi-level organization structure.
Clicking on any of the nodes will open the next level. For my example, I clicked on Product Management.
This example shows the 3 nodes that roll-up to comprise Product Management.
Users can navigate down to the bottom level. The nodes in the bottom level will not appear as hyperlinks.
If the user wants to go back to the top of the structure, they can click on the button shown below. It is found in the upper right hand corner of the tile.
Users can use the button shown below to go back one level. It is found in the upper right hand corner of the tile.
Exporting Aggregate Results
Users can export the aggregate results in the site. In the upper right hand corner of every tile, there will be a button like below.
If the chart is a graphic, when the user clicks on the button, it will open the options below. Users will be able to click Export PNG to export the chart as picture.
Note: Users that do not have Explore options will receive an error message if they select Explore Tile.
If the chart is a table, when the user clicks on the button, it will open the options below. Users will be able to click Export CSV to export the data to a .csv file.
Note: Users that do not have Explore options, will receive an error message if they select Explore Tile.