This page walks you through creating a new dashboard and adding widgets.
ON THIS PAGE YOU WILL FIND: | ||||||
---|---|---|---|---|---|---|
|
...
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.
...
In the pop-up follow the prompts to give your dashboard:
1)
a Name & Layout settings and
...
...
to add or remove access for users or user groups* (if you have the relevant permissions)
...
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.
...
...
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
...
.
...
...
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.
Info |
---|
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. |
...
Related articles
Filter by label (Content by label) | ||||||
---|---|---|---|---|---|---|
|