Build Dashboards in Process HQ

This page applies primarily to business users. It describes how to create and manage dashboards created in Process HQ.

About dashboards

A dashboard allows you to tell a complete story with your business data. A dashboard can combine your custom reports, reports shared with you, and any process KPIs you can access, so that you have a comprehensive view of your organization's data.

Developers can also create dashboards, then deploy them to environments to kickstart your reporting experience.

Create a dashboard

Report creators can create dashboards using the reports available to them. Available reports include reports you've created and those your colleagues have shared with you. System administrators can create dashboards using any report in Process HQ.

To create a dashboard:

1. Go to the Home page.
2. Click CREATE DASHBOARD in the header. Process HQ creates the dashboard with the default name, My Dashboard.
3. (Optional) Rename the dashboard and add a description:
   1. Click the pencil icon next to the dashboard name.
   2. Edit the Name field.
   3. Enter a brief description in the Description field.
   4. Click UPDATE.
4. Add reports and processes to the dashboard.
5. (Optional) Add a dashboard filters.
6. Click SAVE in the header.
7. (Optional) Share the dashboard with your colleagues.

Add a report or process to a dashboard

Report creators must have the following user access:

• Editor access to a dashboard to edit it.
• Viewer access to any reports or process KPIs they want to add to the dashboard.

System administrators can edit any dashboard and add any report to the dashboard, but must have Viewer access to a process KPI to add the KPI to a dashboard.

You can add up to 20 items to a single dashboard, but keep in mind that the number of items may affect dashboard performance.

To add items to a dashboard:

1. Create a dashboard, or view an existing a dashboard and click EDIT DASHBOARD in the header.

2. To add a report, drag and drop a report from the REPORTS tab.

   Tip:  To create a new report to add to your dashboard, click NEW REPORT.

3. To add a process KPI, drag and drop a KPI from the PROCESSES tab.

   Tip:  Process KPIs should only be added to dashboards that will stay in the current environment. Dashboards with process KPIs cannot be deployed to other environments.

4. Continue designing the dashboard:
   • To replace a report or process KPI already present in the dashboard, drag a new report or KPI and drop it over the report or KPI you want to replace.
   • To add rows or columns to the dashboard, drag a report or process KPI next to an existing report or KPI until the insertion bar appears, then drop it on the bar.
   • To customize the layout of the dashboard, drag and drop reports and KPIs using the insertion bar. Click and drag items in the dashboard to rearrange them, and click and drag the bottom corner of dashboard items to resize them.
5. Click SAVE in the header.
6. (Optional) Share the dashboard with your colleagues.

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Add a dashboard filter

You can add up to 10 interactive filters to a dashboard so dashboard viewers can filter the data to best fit their needs. Keep in mind that the number of filters may affect dashboard performance.

Dashboard filters apply to any reports or process KPIs in the dashboard that use the fields you select in the filter.

User filters configured on the dataset's underlying record type are not available in reports or dashboards in Process HQ.

To add a dashboard filter:

1. Create a dashboard, or view an existing a dashboard and click EDIT DASHBOARD in the header.
2. Click ADD DASHBOARD FILTER.
3. In the Add Dashboard Filter dialog, configure the following filter properties:
   • For Display Name, enter a name for the dashboard filter.
   • Select the fields you want to filter. You cannot map date and non-date fields to the same dashboard filter. For process KPIs, you can only select categorical attributes.
4. Click ADD.

Dashboard security

When you create a dashboard, the following access levels are assigned by default:

• Owner access is assigned to the user who creates the dashboard.
• No Access is assigned to the Process HQ Users system group.

When you share a dashboard with another user, the user's access level for the dashboard controls which actions the user can take.

User access levels include:

• No Access: The dashboard is not visible to the user or group.
• Viewer: The dashboard is visible to the user or group, but the actions they can take on it are limited.
• Editor: The dashboard is visible to the user or group, and they can take all actions except editing user access and deleting the dashboard.
• Owner: The dashboard is visible to the user or group, and they can take all actions including editing user access and deleting the dashboard. This access level becomes the Administrator permission level in Appian Designer.

The following table describes the actions users can take based on access level:

Action
	Owner	Editor	Viewer	No Access
See a dashboard on the Home page	Yes	Yes	Yes	No
View a dashboard	Yes	Yes	Yes	No
Edit a dashboard	Yes	Yes	No	No
Add a report or process KPI to a dashboard1	Yes	Yes	No	No
View dashboard properties	Yes	Yes	Yes	No
Edit dashboard properties	Yes	Yes	No	No
See which users a dashboard is shared with	Yes	Yes	No	No
Edit which users a dashboard is shared with	Yes	Yes	No	No
Favorite a dashboard	Yes	Yes	Yes	No
Delete a dashboard	Yes	No	No	No

1	You'll also need Viewer access for the report or process KPI you want to add to the dashboard.

Edit dashboard properties

Report creators must have Editor access to a dashboard to edit its properties. System administrators can edit any dashboard properties in Process HQ.

To edit the properties of a dashboard:

1. Go to the LIBRARY section of the Home page.
2. Next to the dashboard, click the three-dot menu .
3. Click Edit Properties.
4. In the Edit Properties dialog:
   • For Name, enter a name for the dashboard.
   • For Description, enter a brief description of the dashboard.
5. Click SAVE.

Duplicate a dashboard

Report creators must have Editor access to a dashboard to duplicate it. System administrators can duplicate any dashboard.

To duplicate a dashboard:

1. Do one of the following to find the dashboard you want to duplicate:
   • On the Process HQ home page, click the three-dot menu next to the dashboard.
   • While editing a dashboard, click the three-dot menu in the dashboard page toolbar.
2. Click Duplicate.
3. In the Duplicate dialog:
   • For Name, enter a name for the dashboard.
   • For Description, enter a brief description of the dashboard.
   • For Application, select the application related to the dashboard. The dashboard object will appear in the application you select.
   • To share the dashboard with the same users who can access the original dashboard, keep the checkbox selected. Otherwise, deselect the checkbox.
4. Click CREATE.

Add a dashboard to an app

You can add a dashboard to an application as a deployable object. For more information, see Deploy Report and Dashboard Objects.

Share a dashboard

Report creators must have Editor access to a dashboard to share it. System administrators can share any dashboard.

Keep in mind:

• You can only share dashboards with other report creators, that is, members of the Data Fabric Report Creators system group.
• Sharing a dashboard gives the user access to that dashboard, but data won't display in the dashboard unless the user also has access to the underlying datasets and reports.

To share a dashboard:

1. Ensure the reports on the dashboard are shared with the appropriate users.

2. Click SHARE in the header of the dashboard. The Share Dashboard dialog displays.

   

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   Tip:  You can also share a dashboard from the LIBRARY section of the Home page. Click the three-dot menu for the dashboard, then click Share.

3. Add new users or groups:

   1. In the Add User or Group field, search for a user or group to add.

   Tip:  To share with all users, select the Process HQ Users group.

   1. Use the dropdown list to assign the user access level.
   2. Click ADD. The Users or Groups with Access section updates.
4. Edit an existing access assignment:
   1. In the Users or Groups with Access section, find the user or group you want to edit.
   2. Use the dropdown list to assign a new access level, or remove a user or group by clicking the X next to that user or group.
5. Click SAVE.

Favorite a dashboard

Report creators or system administrators can favorite any dashboard for quick access. The dashboards you add as favorites display in the FAVORITES tab of the LIBRARY section of the Home page.

To favorite a dashboard:

1. Go to the LIBRARY section of the Home page. The All tab is active by default.

2. In the library list, click the Add to Favorites icon for the dashboard you want to favorite.

   For example:

   

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Delete a dashboard

Report creators must have Owner access to delete a dashboard. System administrators can delete any dashboard.

To delete a dashboard:

1. Go to the LIBRARY section of the Home page.
2. Next to the dashboard, click the three-dot menu .
3. Select Delete.
4. In the Delete dialog, click DELETE.

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