This page walks you through creating a new dashboard and adding widgets.
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CREATE A DASHBOARD
Go to the Dashboards dashboards module , > click the hamburger menu
in the top right corner , > then select Create create a new dashboard.
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In the pop-up follow the prompts to give your dashboard:
1)
a Name & Layout settings and
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to add or remove access for users or user groups* (if you have the relevant permissions)
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Select the widget(s) you want to add from the widgets menu by dragging them into the dashboard. Note
NOTE: that WorkBook Intelligence widgets will only be available to WI subscribers.
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ADDING A DATABOARD TO YOUR DASHBOARD
Once you have selected the databoard widget , > click in the dropdown and > select the databoard from the list (note,
NOTE: a system administrator must have granted you access to the databoard
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ADDING AN IFRAME TO YOUR DASHBOARD
Once you have selected the iFrame widget, > enter the URL to your iFrame.
Permissions to access the content of the iFrame are controlled at the source system. For example, if I am embedding a PowerBI visual, the PowerBI access settings will control access.
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Adding iFrames is a powerful way to house WorkBook-related content all within the same system. Use case examples include incorporating BI from standard BI tools (such as PowerBI), embedding forms (E.g. Microsoft forms) used for WorkBook-related data, such as new client & vendor requests, or internal ticketing requests. |
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