How to create and manage custom dashboards and add your visualizations.

TABLE OF CONTENTS

• Key points about this early version of self service dashboards
• 1. Add a widget (chart) to a table
  • To add a widget to an EXISTING table
    • How to arrange your table columns to create a widget
  • To add a widget to a NEW table
• 2. Create a new custom dashboard
• 3. Add widgets to an existing custom dashboard
• 4. Share your dashboard within your organization
  • How to set user permissions for dashboards
    • A: Share your dashboard with SPECIFIC roles or users in your organization:
    • B: Share your dashboard with ALL users in your organization and give them access to VIEW the dashboard:
• 5. Edit and remove an existing widget

Your dashboards are created and managed in the "Custom Dashboards" section on the “Analytics” page. All content in your dashboards is based on table data. To generate visualizations, simply add widgets (charts) to your tables.

Follow these steps to get started:

1. Add a widget (chart) to a table.
2. Create a new custom dashboard.
3. Add widgets to an existing custom dashboard.
4. Share your dashboard within your organization.
5. Edit and remove widgets.

Example of custom dashboard with bar charts based on Tabulate tables.

Key points about this early version of self-service dashboards

• Only users with Controller rights can create and edit dashboards. 
  
• All users in your organization with access to Analytics can view shared dashboards.
  
• The charts are auto-generated based on your table.
  
• The first column in the underlying table is used as:
  
  • x-axis in bar charts and line charts
    
  • categorical variable in pie charts.
    
• Available widget types are:
  
  • Table. Note that if you add many columns or rows to your table, the user viewing the widget might need to scroll to see all content.
    
  • Bar chart.
    
  • Stacked bar chart.
    
  • Line chart.
    
  • Pie chart. Requires a minimum of 2 columns. Currently supports colors for up to 9 columns. There is no summation of additional columns as “Other”.
    
• A table can only have one widget. If you want to have multiple widgets for the same table, copy the table and add another widget to the copied table.
  
• A dashboard can have multiple widgets.

1. Add a widget (chart) to a table

In Tabulate, in the table overview, you can see which of your tables have a widget and if they are present in any dashboards.

Tabulate: Table overview

To add a widget to an EXISTING table

1. From the table overview, click "Add widget" on your desired table, to get to the "Edit table: Widget" tab.
2. Choose a widget “Type”. Now a preview of your widget should appear.
3. If you get an error message that the chart cannot be generated, try to rearrange your columns on the same page by going to the “Columns” tab. There you can click and drag the columns. For guidance on the order of columns, see below. Then go back to the “Widget” tab to see if the preview appears.
4. To show your widget in a dashboard, click "Add widget to dashboards".
5. If you don't see any dashboards in the list go to the Analytics page and create your first dashboard.
6. Done!

How to arrange your table columns to create a widget

The first column in the underlying table is used as:

• X-axis in bar charts and line charts and Categorical variable in pie charts.
  
• If you want to show the distribution in a pie chart: Choose a category as the first column, eg. organizational unit or country.
  
• If you want to show a trend in a bar or line chart: Choose a time series as the first column, eg. years. Add numerical value for the following columns, e.g. emissions or number of registrations.

To reach the "Widget" tab, you can also open a table, click “Edit table” and then switch to the "Widget tab"

To add a widget to a NEW table

1. Go to “Analytics" > "Tabulate”
2. Click “Create table”. 
3. Add columns. Think about the order of columns and number of columns. 
4. Click “Save” and name your table.
5. In your newly created table, switch from the “Columns” tab to the “Widget” tab.
6. Choose a widget “Type”. Now a preview of your widget should appear.
7. If you get an error message that the chart could not be generated, try to rearrange your columns on the same page, then go to the “Columns” tab. There you can click and drag the columns. For guidance on the order of columns, see above. Then go to the “Widget” tab to see if the preview appears.
8. To show your widget in a dashboard, click "Add widget to dashboards" in the top right corner.
9. If you don't see any dashboards in the list go to the Analytics page and create your first dashboard. See section 2 below.
10. Done!

2. Create a new custom dashboard

Note: You can only add widgets to custom dashboards created by users in your organization. To edit preset dashboards created by Position Green staff contact your Position Green team.

1. Go to "Analytics."
2. Click “Create dashboard” and give it a name.
3. Your dashboard will by default be Personal and only visible to you*. In section 4 below you find how to share your dashboard with others.
4. In the list under “Add your first widget”. Select the widget you want to add, and click “Add widget”. Note: The list of widgets currently shows all available widgets in your organization.

* Also visible to users with Tenant admin role if you are using Sustainable Investments or Supplier Assessment.

3. Add widgets to an existing custom dashboard

To add a widget to an EXISTING custom dashboard

1. Go to "Analytics."
   
2. In the list of custom dashboards, click the dashboard you would like to edit.
   
3. Click “Add widget.” 
   
4. In the list of available widgets, choose a widget and click “Add widget.” 

4. Share your dashboard within your organization

Today, newly created dashboards are personal. When you are ready to share your dashboard and make it visible for colleagues and stakeholders:

1. Go to "Analytics."
   
2. In the list of custom dashboards, click the dashboard you want to share.
   
3. Click “Manage” and choose “Edit user permissions”, see below for options. 
   
4. Click "Done" to close the user permissions dialog.

Note: Once changing the access permissions from personal to shared, the dashboard is moved out from the list of Personal dashboards.

Edit user permissions in found under Manage

The dialog box for edit user permissions.

How to set user permissions for dashboards

Who do you want to share your dashboard with?

A: Share your dashboard with SPECIFIC roles or users in your organization:

For example,, if you only want specific persons but not all org. units to access your dashboard.

1. Keep “Grant access to” to “Restricted.”
   
2. Under “Access for people and groups”, add your preferred roles or users.
   
3. Once added you can update each role’s or user’s permissions (read/editor/owner) by clicking "..."

B: Share your dashboard with ALL users in your organization and give them access to VIEW the dashboard:

Change “Grant access to” from “Restricted” to your organization’s name found in the list.

Note: Only users with the role Controller will have access to edit the dashboard.

5. Edit and remove an existing widget

Edit an existing widget:

1. From a dashboard: Find the widget you like to manage, click “...” and then “Edit widget.”
   
2. From a table: Go to the “Widget” tab.

Remove an existing widget:

From a dashboard: Find the widget you like to manage, click “...” and then “Remove.”

Access Edit and Remove a widget by clicking the "..." button.