Dashboards in OnePlan are pages that contain several visual Widgets. See OnePlan Reporting Widgets for more information on all of the Widgets available. You can configure multiple Dashboards per Plan. Each Dashboard gets a tab. There is no limit to the number of Dashboard tabs you can create.
For this article, we will walk through an example of configuring a Portfolio-level Dashboard together. To configure this Dashboard:
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Navigate to the Plan or Area where you want to configure the Dashboard. For this example, I want to configure the Dashboard for the My Portfolio Area.
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Go to the Dashboard tab of the Area.
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Select New > Dashboard. The Add Tab form will open.
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Complete the Add Tab form.
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Name: Enter a name for your Dashboard tab. For this example, I will call this tab "Portfolio Summary".
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Tab Type: Select the type of dashboard you want to create. Options include Dashboard (native OnePlan reports), and Power BI (where you can embed Power BI reports). For this example, I will select Dashboard.
Note
See Set Up Power BI Reporting Dashboards in OnePlan for instructions on how to setup an embedded Power BI reporting dashboard in OnePlan.
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Personal: Check the Personal check box to make the Dashboard only available to yourself. If left unchecked, the Dashboard will be global and available for all users who can access the Plan. For this example, I will leave the check box unchecked.
Note
This option is only available to users with Owner permissions. Users with lesser permissions can only create personal Dashboards.
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Slicers: Select fields to use as slicers for the Dashboard. Slicers are tools used to filter data in a report. They appear directly on the report page and help focus on specific information, updating the other visuals in the report to match the selected data. In this example, I will select the Goals, Business Unit, Category, and State fields to use as slicers.
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Click Next.
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Add filters to define the data that will be included in the Dashboard's reports. You can create filters based on any Plan-level field to define which plan data will be included in the Dashboard to create visualizations. For this example, I will create a filter that will bring in Plans where the Plan Type equals Project, Epic, or Engagement.
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Click Save. Your new Dashboard tab is complete and ready to be populated with report Widgets.