Dashboard Layout Designer

You can use the Dashboard Layout Designer to create or edit each predefined dashboard layout. (In a secure database, this is available only for users with the "Manage dashboard layouts" permissions.)

To access this window, first open the Dashboard Layout Manager and then choose to either create a new layout or edit an existing one.

Separate Layouts for Each Data Type

Each dashboard layout is designed to be used with a specific data type, which determines which fields are available and where the dashboard can be viewed. For information about creating dashboards for each particular type of data, see:

• Project Planner Dashboards

• Analysis Explorer Dashboards

• Simulation Diagram Dashboards (in the BlockSim documentation)

• FMEA Dashboards (in the XFMEA/RCM++/RBI documentation)

• Reliability Data Warehouse (RDW) Dashboards (in the Weibull++ documentation)

Creating and Editing Dashboard Layouts

Some basic techniques for creating and editing dashboard layouts that can be applied for any data type include:

• Configuring a dashboard item

• Available dashboard items

• Configuring a drill down

• Using the Filter Editor

• Configuring a master filter

Tip: For dashboards that are intended to be viewed in both desktop applications and the SEP web portal, it is recommended to use the Local Colors option on the Design tab of the Dashboard Layout Designer to save your preferred colors with the layout. The global colors definition may not be the same in both web and desktop.