How to Create a Reporting Dashboard Tab in OnePlan

Direct Answer: How to Create a Reporting Dashboard Tab in OnePlan

To create a reporting dashboard tab in OnePlan, navigate to the plan or area where you want the dashboard, go to the Dashboard module, and select New > Dashboard. In the Add Tab form, enter a name, choose the tab type (Dashboard for native OnePlan reports or Power BI for embedded reports), optionally select slicers, then click Next to add filters. Click Save to create the tab. You can then populate it with widgets.

What This Article Covers: Creating a Reporting Dashboard Tab

This article explains how to create a new reporting dashboard tab in OnePlan. You will learn how to configure the tab name, type, personal settings, slicers, and data filters.

What you will accomplish
Create a configured, empty dashboard tab that is ready to be populated with widgets.

Before You Begin: Creating a Reporting Dashboard Tab

• You must have Owner permissions to create a shared dashboard tab. Users with lesser permissions can only create personal dashboards.
• The plan or area where you want the dashboard must have the Dashboards control activated. See Create and Manage Areas or Set Up Plan Detail Form Layouts for more information.
• Review Reporting Widgets in OnePlan - Overview to understand what data sources and widget types are available before defining your filters.

Why This Matters: Creating a Reporting Dashboard Tab

Dashboards Scoped to Your Data

Each dashboard tab in OnePlan is configured with filters that define exactly which plans or work items feed data into it. This scoping ensures each dashboard shows relevant, focused data rather than everything in the system.

Slicers Let Viewers Explore Without Editing

Slicers are interactive filter controls that appear directly on the dashboard, allowing users to slice data by field values without changing the underlying dashboard configuration. This means you can build one dashboard that works for many different audiences by letting each viewer filter to their area of interest.

No Limit on Dashboard Tabs

Each plan or area in OnePlan supports an unlimited number of dashboard tabs, so you can build separate dashboards for different audiences or purposes without any restrictions.

Step-by-Step: Creating a Reporting Dashboard Tab in OnePlan

Task: Navigate to the Dashboard Module

1. Navigate to the plan or area where you want to create the dashboard.
2. Go to the Dashboard tab of the plan or area.

Task: Create a New Dashboard Tab

1. Select New > Dashboard. The Add Tab form will open.
2. Complete Page 1 of the Add Tab form:

   •  

     Name — Enter a name for the dashboard tab. For example: "Portfolio Summary".

   •  

     Tab Type — Select Dashboard for a native OnePlan reporting dashboard. Select Power BI to embed a Power BI report.

     Note: See Set Up Power BI Reporting Dashboards in OnePlan for instructions on setting up an embedded Power BI dashboard.

   •  

     Personal — Check to make the dashboard visible only to you. Leave unchecked to share it with all users who have access to the plan or area.

     Note: This option is only available to users with Owner permissions. Users with lesser permissions can only create personal dashboards.

   •  

     Slicers — Select fields to use as interactive filters displayed on the dashboard. Viewers can use slicers to filter data without editing the dashboard configuration. You can use most plan or work fields as slicers, including number, currency, choice, multichoice, lookup, multilookup, and date range fields.

     

3. Click Next.

4. Complete Page 2 — Add filters to define which plan or work item data flows into this dashboard's widgets:

   • Click Add a Plans Filter to filter by plan-level fields (Plan Type, Business Unit, State, etc.).
   • Click Add a Work Items Filter to filter by work item fields (Work Type, State, etc.).
   • Build filter rules using the three-field format: Field | Operator | Value.
   • Use AND / OR logic to combine multiple rules.

   For example, to pull in Projects, Epics, and Engagements: add three Plan Type rules joined by OR.

   

5. Click Save. Your new dashboard tab is created and ready to be populated with widgets.

   

Frequently Asked Questions: Creating a Reporting Dashboard Tab

Q: How do I create a new reporting dashboard tab in OnePlan?
A: In OnePlan, go to the Dashboard module of a plan or area, click New > Dashboard, complete the Add Tab form (name, type, personal setting, slicers), click Next, add data filters, and click Save.

Q: How many dashboard tabs can I create in OnePlan?
A: In OnePlan, there is no limit to the number of dashboard tabs you can create per plan or area.

Q: What is the difference between a personal and a shared dashboard tab in OnePlan?
A: In OnePlan, a Personal dashboard tab is visible only to the user who created it. A shared (non-personal) tab is visible to all users with access to that plan or area. Only users with Owner permissions can create shared tabs.

Q: What are slicers in an OnePlan dashboard?
A: In OnePlan, Slicers are interactive filter controls that appear directly on the dashboard page. Viewers can use them to filter data by field values without editing the dashboard itself. Most plan or work fields — including number, currency, choice, multichoice, lookup, multilookup, and date range — can be used as slicers.

Q: Can I create a copy of an existing dashboard tab in OnePlan?
A: In OnePlan, you can duplicate an existing dashboard within the same group using the Copy Dashboard feature. See How to Copy a Dashboard in OnePlan for instructions.

What to Do Next: Creating a Reporting Dashboard Tab

Populate your new dashboard:

• How to Add Widgets to Your OnePlan Reporting Dashboard

See a full worked example:

• Reporting Dashboard Configuration in OnePlan - Guided Workflow

Manage dashboard layout and widgets:

• How to Resize, Rearrange, and Full-Screen Widgets in OnePlan
• How to Edit and Delete Reporting Widgets in OnePlan

Copy or share a completed dashboard:

• How to Copy a Dashboard in OnePlan
• How to Export Dashboards in OnePlan