Module 10: How to Create a Dashboard

Introduction to Dashboards 📊

Dashboards in Rise-X help users visualise, monitor, and analyse data in a structured way, providing a consolidated view to track progress, identify trends, and make informed decisions. They save filters, column preferences, and metric or graph cards but do not store work item data, ensuring users see only what they have permission to access. The Data Explorer is the default dashboard displaying all accessible work items, while Custom Dashboards allow tailored views. Advanced Dashboards, featuring graphs and metrics, are currently only available by contacting the Rise-X team via email or booking a meeting.

Creating Dashboards 🏗️

A. Accessing the Data Explorer

1. Navigate to the Performance Tab in your Rise-X ecosystem.
2. The default view is the Data Explorer, which displays all work items you have access to.

B. Setting Up Filters and Columns

1. Add Filters:
• Click the ”+ Add Filter” button to refine your view.
• Select from a range of filters, such as status, priority, or specific fields in your work items.
• Multiple filters can be applied simultaneously for a more granular view.
2. Manage Columns:
• Click the + button to hide or show columns.
• Each column is either meta data about the work item (e.g. current status) or they are a component in the work item.
• This allows you to customise the data displayed for better clarity.

C. Creating a New Dashboard

1. Once your filters and columns are set, click the ”+ Create New Dashboard” button.
2. Configure the dashboard details:
• Icon: Choose an icon to represent your dashboard by clicking the grey box with the + inside it.
• Name: Give your dashboard a descriptive name.
• Type: Select between Private (visible only to you) or Ecosystem (visible to all users in the ecosystem).
• Note: Only Ecosystem Orchestrators can create ecosystem dashboards.
3. Click ”Create Dashboard” to create your new dashboard.
4. You can now access this newly created dashboard at any time by navigating back to the Performance tab and then clicking on the newly created dashboard’s card.

Managing Dashboards 🎛️

A. Editing Dashboards

1. Navigate to the dashboard you want to edit.
2. Update the filters and columns.
3. Either
1. If you have dashboard editor or owner permissions, you can click the ”Update Dashboard” button to save your changes for everyone.
2. Use the ”Reset All” button to revert to the last saved filter and column settings.

B. Deleting Dashboards

1. Go to the Performance Tab and locate the dashboard you want to delete.
2. Click the ellipsis next to the dashboard name.
3. Select ”Delete” from the popup menu.
4. Confirm the deletion in the modal that pops up by clicking the red “Delete” button.

Using Dashboards 📈

A. Viewing Data

• Dashboards display work items in rows or cards, depending on your preference. You can change the view for yourself at anytime
• Clicking on a row redirects you to the respective work item for further actions.

B. Filtering Data

• Use the ”+ Add Filter” button to refine your view based on specific criteria.
• Multiple filters can be applied simultaneously for a more granular view.

C. Exporting Data

1. Click the Export button in the top-right corner of the dashboard.
2. Customise your export:
• Included properties: Choose between exporting the current view or specific properties.
• Note that setting up other included properties options currently requires Rise-X to set up.
• Format: Select between CSV or Excel.
3. Click Export to download the file to your device.

Dashboard Permissions 🔐

A. Private Dashboards

• By default, private dashboards are visible only to the creator.
• Use the Share button to invite others to view the dashboard.
• Actual data visibility still depends on the work items each user has access to.

B. Ecosystem Dashboards

• Ecosystem dashboards are visible to all users within the ecosystem.
• Actual data visibility still depends on the work items each user has access to.

6. Advanced Dashboards

For dashboards with advanced features like graphs, metrics cards, complex filters and additional exporting views contact the Rise-X team for assistance by either email or by booking a meeting. These dashboards provide deeper insights and are ideal for tracking KPIs and performance metrics.

Key Takeaways 🔑

• Dashboards in Rise-X visualise, monitor, and analyse data in a structured way.
• You can create basic dashboards easily yourself.
• You can export data from Rise-X in the structure that you want.
• While dashboards can be shared with others the data that they see within the dashboard depends on their access to specific work items.

Continue Learning 🚶‍♀️‍➡️

• The next module in the Rise-X Academy covers how to set up and use the home page, check it out here.