- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing Dashboards
- App templates
- Additional resources
Dashboards
In the dashboard editor you can edit the properties of a dashboard.
Follow these steps to edit the dashboard properties.
- Open the dashboard editor. See Working with the dashboard editor.
- In the menu on the left, click on the dashboard for which you want to edit the properties.
- Click on the dashboard title at the top, to display the Edit dashboard panel.
You can edit the properties of a dashboard in the Edit dashboard panel. The table below describes the dashboard properties.
|
Property |
Description |
|---|---|
|
Dashboard name |
Text box that enables you to edit the title of the dashboard. Tip:
You can also change the dashboard name in the menu on the left. Select the dashboard you want to rename and select the Edit
icon |
|
Tooltip |
Text box that enables you to add a text that will be displayed as tooltip when the user hovers the mouse over the dashboard title in the published process app. |
|
KPIs |
List of KPIs to be displayed in the KPI bar. Use the Add KPI option to select multiple KPIs up to the maximum number of 6 KPIs. Tip:
You can drag and drop the KPIs in the list to arrange the KPIs as desired. |
|
Filters | Filter panel that enables to you to filter data from the tables before it is provided to the dashboard. |
Dashboard filters enable you to filter data from the tables before it is provided to the dashboard. With dashboard filters, you can create a subset of the data to create more specific visualizations that can be used by business users. When business users open a dashboard that contains dashboard filters, the dashboard will display data according to the filters.
When one or more filters are defined for a dashboard, the Dashboard filters icon is displayed next to the dashboard name. Business users can select the icon, to view the applied dashboard filters.
Business users can still add global filters, which are applied on top of the dashboard level filters. But they cannot change the dashboard level filters.
Follow these steps to add a dashboard filter.
|
Step |
Action |
|
1 |
Select the dashboard for which you want to add a dashboard level filter. |
|
2 |
Select Add filter in the dashboard properties panel. |
|
3 |
Select the filter from the list of filters or search for the filter you want to add. |
Dashboard filters are similar to global filters. See Filters for a detailed description of available filters, process filters, and filter types.
Follow these steps to add a new section to the app menu.
- Select
next to the process app name.
-
Select Add section from the context menu.
A new section labeled Section name is added to the menu.
You can add dashboards to the section, either by dragging and dropping existing dashboards or Creating dashboards.
Follow these steps to rename a section from the app menu.
- In the menu on the left, select the section and select the Rename section icon
.
- Enter a name for the new section, and select the Save icon
.
You can arrange the dashboards and sections to change the layout of the process app by dragging and dropping the dashboards or sections in the dashboards panel on the left.
You can rearrange the layout of the dashboard by dragging and dropping charts. To do this, drag a chart and drop it on top of another chart. The chart that was originally in that position will move to the open position of the dragged chart, which results in swapping their places on the dashboard.
Follow these steps to remove a chart from the dashboard.
- In the menu on the left, click on the dashboard for which you want to delete a chart.
- Select the chart you want to delete.
- Select the Remove chart icon
in the properties panel at the right.
The chart is removed, and an empty tile is displayed on the dashboard.
You can create a new chart from an empty tile. Follow these steps to add a chart to a dashboard.
Similar to the dashboard properties you can edit the properties of charts and process graphs.
See Charts.
See Process graphs.
