Dashboard setup

Set up one or more dashboards in the Dashboard module to suit your product and team needs. This section covers creating dashboards, configuring layout and filters, and managing dashboard access.

In this topic:

Create a dashboard

You create and manage dashboards in the Dashboard module. Each dashboard opens in a tab. You can have up to 10 dashboard tabs open simultaneously, and switch between tabs without losing context.

You can create a dashboard based on a template or select widgets in a blank dashboard.

To create a dashboard:

1. Open the global menu and select Insights & Analysis > Dashboard.

2. Click the + Add new tab to open a new dashboard tab.

   The new tab displays recently used dashboards to help you quickly return to them.

3. In the new tab, select + Create new dashboard.

4. Choose one of the following:

   • From blank: Select widgets from the widget gallery. For details, see Add and configure widgets.

     After you add the first widget, you are prompted to enter a title for the dashboard.

   • From templates: Select a template to base your dashboard on. For details, see Dashboard templates.

     Note: You can add widgets from a template to an existing dashboard at any stage. For details, see Add and configure widgets.

5. Click Save to save the dashboard.

To clear the widgets on the dashboard and start again, click the More button and select Clear all widgets.

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Configure global context filters

Customize the data scope across all dashboard widgets by using global context filters. Global context filters affect all widgets with the Global filter setting. You can override the global filter for individual widgets by changing their filter to Local. For details, see Add and configure widgets.

Apply global context filters

The global context filters are located on the dashboard toolbar. The following table describes how to apply global context filters.

Context filter	Method
Release, Sprint, or Milestone	Click the down arrow of the relevant filter field. Some fields are only available for specific dashboards. Select values for the field and click OK. The values appear in the toolbar and are applied to all widgets set to Global filter in the dashboard. Click a value in the toolbar to deactivate or activate it. The grid is filtered only by the active values. Values that are currently active are highlighted.
Date range	Click the Date range field. Select a predefined date range from the list, or select between, before, or after custom dates. For custom dates, use the calendar to set the dates.

Hide context filter

To temporarily hide the context filter toolbar from view, click the More button () and select Hide context filter. This removes the filter buttons from the toolbar without deleting your filter selections. To display the context filter again, select Show context filter from the More menu.

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Change dashboard layout

The size and position of the widgets is determined by the dashboard layout. To change the layout, in the dashboard toolbar, click the More button and select Change layout. Select a layout for the dashboard. Drag and drop widgets to reposition them within the selected layout.

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Save or discard dashboard changes

As you modify dashboard layout, widgets, and filters, your changes are held in a working state until you explicitly save or discard them.

Save dashboard

Click the Save button in the dashboard toolbar to save all changes to dashboard layout, widget configuration, filter settings, and widget positioning. Once saved, all team members with access to the dashboard will see your changes.

Discard changes

To revert all unsaved changes and return the dashboard to its last-saved state, click the Discard changes button in the dashboard toolbar. This action cannot be undone.

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Duplicate a dashboard

Create a copy of an existing dashboard with all its widgets and settings. The duplicated dashboard is created under your individual ownership and can be renamed, further customized, or shared separately.

To duplicate a dashboard:

1. Open the dashboard that you want to duplicate.
2. In the toolbar, click the More button and select Duplicate dashboard.

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Manage dashboards

Use the Manage dashboards dialog box to browse, search, and manage your dashboards as well as dashboards that have been shared with you and your team.

To manage dashboards:

1. In a dashboard tab, click the More button and select Manage dashboards.
2. Use the grid actions to search, sort, group, and filter the dashboards grid.
3. Use the filter chips to filter the dashboards by ownership and pinned dashboards.

4. Select a dashboard in the grid and perform any of the following actions:

   Action	Description
   Copy link	Copy a link of the dashboard to share with any member of your workspace. Members of your workspace that you share the dashboard link with can open the dashboard for viewing.
   Pin	Marks the dashboard as pinned, enabling you find it easily by filtering the grid by pinned dashboards.
   Share dashboard	Enables you to share the dashboard internally with selected teams or all workspace members, or publicly. You can share only dashboards that you own. Shared dashboards are added to the dashboards grid of users that the dashboard is shared with. For details, see Share a dashboard.
   Delete	Deleting a dashboard depends on your role's permissions.

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See also:

• Share a dashboard
• Widget descriptions
• Value Stream Management widgets
• Release quality
• Application module quality