Reporting Dashboard Configuration in OnePlan - Guided Workflow

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Direct Answer: How Reporting Dashboard Configuration Works in OnePlan

To configure a Reporting Dashboard in OnePlan, navigate to the Dashboard module of the plan or area where you want to build the dashboard, create a new dashboard tab, define slicers and filters, add widgets one by one (cards, charts, tables, heatmaps, gauges, or pivot charts), resize and arrange widgets to fit your layout, and save. You can then copy, export, or share the dashboard for reuse.

What This Article Covers: Reporting Dashboard Configuration

This article walks through the complete process of configuring Reporting Dashboards in OnePlan, from creating the dashboard tab through saving and sharing the finished dashboard. Two fully worked examples are included: a Portfolio Dashboard and a Plan Dashboard.

What you will accomplish
Build a complete, functional reporting dashboard in OnePlan — following each stage of configuration from start to finish.

Who This Article Is For: Reporting Dashboard Configuration

This article is for OnePlan end users and team members who are ready to build their first dashboard or want a complete reference for the end-to-end process.

Reporting Dashboard Configuration at a Glance

  1. Create the Dashboard Tab — Name the tab, set filters, and choose slicers.
  2. Add Card Widgets — Display KPIs and summary metrics.
  3. Add Chart Widgets — Visualize trends, distributions, and comparisons.
  4. Add Table Widgets — Present detailed, row-level data.
  5. Resize and Arrange Widgets — Configure the dashboard layout.
  6. Save, Copy, and Share — Save your work and prepare it for reuse.

Step 1: Create the Dashboard Tab

Before adding any widgets, you need a dashboard tab to hold them. Each dashboard tab is scoped to a specific plan or area and has its own filters and slicers.

See How to Create a Reporting Dashboard Tab in OnePlan for full instructions. The key configuration steps are:

  1. Navigate to the plan or area where you want the dashboard.
  2. Go to the Dashboard module.
  3. Select New > Dashboard.
  4. Complete the Add Tab form:
    • Name — Enter a descriptive name for the tab.
    • Tab Type — Select Dashboard for native OnePlan reports.
    • Personal — Check to make the dashboard visible only to you; leave unchecked to share it with all users who have access.
    • Slicers — Select fields to use as interactive filters on the dashboard. Options include most plan or work fields plus a Date Range slicer for time-phased data.
  5. Click Next, then define filters to specify which plans or work items provide data to the dashboard.
  6. Click Save.

Note: There is no limit to the number of dashboard tabs you can create per plan or area.

Step 2: Add Card Widgets

Card Widgets display a single value — like a count, sum, or average of a chosen field. Add them first to establish the key KPIs at the top of your dashboard.

  1. In the dashboard tab, click New > Widget.
  2. Select the appropriate data source (Plans, Work Items, Financials, Resource Plans, or Timesheets).
  3. Click Card.
  4. Complete the Add Card Widget form:
    • Title — Enter a label for the card. Check the Title checkbox to display it.
    • Value — Choose the field to summarize. Use (Id) when you want a count of items rather than a numeric sum.
    • Aggregate — Select Sum, Count, Average, Minimum, or Maximum.
    • Display Unit — Choose None, Thousands, Millions, or Billions for numeric formatting.
    • Add a Filter — Optionally narrow the card's data (e.g., filter to a specific Plan Type or State).
  5. Click Add.
  6. Click Save to save your progress.

Note: Widget-level filters layer on top of dashboard-level filters. If they conflict, the widget may show no data.

Example: Portfolio Dashboard Card Widgets

The OnePlan Platform template Portfolio Dashboard uses six cards: Portfolios (count), Programs (count), Remaining Budget (sum), Budget Variance (sum), Benefits (sum), and ROI (average). For the count cards, use the (Id) field with the Count aggregate, and add a Plan Type filter to ensure each card counts only the correct plan type.

Example: Plan Dashboard Card Widgets

A plan-level risks dashboard uses two cards: # of Risks (count of all risk work items) and # of Active Risks (count of risk work items with State = Active). Both use Work Items as the data source, (Id) as the value, and Count as the aggregate. The second card adds a work item filter for State = Active.

Step 3: Add Chart Widgets

Chart Widgets display data graphically. OnePlan supports area, bubble, line, bar, stacked bar, column, stacked column, pie, donut, and combo chart styles. See Reporting Widgets in OnePlan - Overview for descriptions of each style.

  1. In the dashboard tab, click New > Widget.
  2. Select the appropriate data source.
  3. Click Chart.
  4. Select the chart style (e.g., Pie, Column, Bar).
  5. Complete the Add Chart Type Widget form:
    • Title — Enter a label. Check Title and optionally Legend checkboxes.
    • Value / Y-Axis — Choose the field to measure.
    • Aggregate — Select how to aggregate the value (Sum, Count, Average, Min, Max).
    • Group By / X-Axis — Choose how to segment the data (e.g., Business Unit, Category, State).
    • Labels — Select No Value, Show Values, or Show Percent of Values.
    • Display Unit — Choose a numeric format if needed.
    • Add a Filter — Optionally narrow the chart's data.

Note: A live preview updates as you configure the chart, helping you confirm the visualization looks correct before adding it.

  1. Click Add.
  2. Click Save to save your progress.

Example: Portfolio Dashboard Chart Widgets

The Portfolio Dashboard example uses three charts:

  • Budget by Category — Column chart; Plans data source; Y-Axis = Budget (Sum); X-Axis = Category.
  • Budget by Business Unit — Pie chart; Plans data source; Value = Budget (Sum); Group By = Business Unit; Labels = Show Percent of Values.
  • Benefits by Goal — Bar chart; Plans data source; Y-Axis = Benefits (Sum); X-Axis = Goals.

Example: Plan Dashboard Chart Widgets

The Plan Dashboard (risks) example uses three charts:

  • Risk by Priority — Pie chart; Work Items data source; Value = (Id) (Count); Group By = Priority; Labels = Show Percent of Values.
  • Risk by Stage — Column chart; Work Items data source; Y-Axis = (Id) (Count); X-Axis = Risk Stage; Labels = Show Values.
  • Risk by Impact — Pie chart; Work Items data source; Value = (Id) (Count); Group By = Impact; Labels = Show Percent of Values.

Step 4: Add Table Widgets

Table Widgets present data in a structured, row-and-column format. They are useful for listing items with multiple attributes visible at once.

  1. In the dashboard tab, click New > Widget.
  2. Select the appropriate data source.
  3. Click Table.
  4. Complete the Add Table Widget form:
    • Title — Enter a label. Check Title and optionally Display Totals checkboxes.
    • Columns — Select the fields to display as columns. Columns appear in the order selected.
    • Group By — Optionally group rows by a field.
    • Sort By and Sort Direction — Choose a sort field and direction (Ascending or Descending).
    • Add a Filter — Optionally restrict the table's data to a specific subset.
  5. Click Add.
  6. Click Save to save your progress.

Example: Portfolio Dashboard Table Widget

The Portfolio Dashboard uses one table (Portfolios) with columns: Plan Type, Name, State, Status, Business Unit, Category, Budget, Forecast, Actuals, Benefits, and ROI. Sorted by Name (Ascending). A Plan Type = Portfolio filter ensures only portfolio-level plans appear.

Example: Plan Dashboard Table Widget

The Plan Dashboard uses one table (Risks) with columns: Work Type, Name, State, Health Status, Risk Stage, Impact, Priority, Probability, Category, and Due. No sort applied in the example.

Step 5: Resize and Arrange Widgets

Once widgets are added, arrange them into a logical layout for your audience. See How to Resize, Rearrange, and Full-Screen Widgets in OnePlan for full instructions.

  • Resize — Hover over the bottom-right corner of a widget until the resize cursor appears. Click and drag to the desired size.
  • Rearrange — Hover over the top of a widget until the move cursor appears. Click and drag to reposition it.
  • Full Screen — Click the full-screen icon on any widget to expand it for focused viewing during analysis or presentations.

Click Save after adjusting the layout.

Step 6: Save, Copy, and Share

Save — Click Save in the dashboard toolbar to save all changes to the dashboard.

Copy — Use [How to Copy a Dashboard in OnePlan]((source URL to be added when published)) to duplicate the dashboard within the same group. Copying preserves the layout, widgets, filters, and slicer configuration.

Export — Use How to Export Dashboards in OnePlan to download the dashboard as a .json file for sharing or importing into another environment.

Export Widget Images — Use How to Export Widgets from Your OnePlan Reporting Dashboard to download individual chart widget images as .PNG files for use in presentations or reports.

Frequently Asked Questions: Reporting Dashboard Configuration

Q: How do I configure a reporting dashboard in OnePlan?
A: In OnePlan, navigate to the Dashboard module of a plan or area, click New > Dashboard, configure the tab (name, filters, slicers), add widgets, arrange the layout, and 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 in OnePlan?
A: In OnePlan, a Personal dashboard is visible only to the user who created it. A shared (non-personal) dashboard is visible to all users who have access to that plan or area.

Q: Can I use the same dashboard configuration in multiple plans in OnePlan?
A: In OnePlan, you can copy a dashboard within the same group, or export the dashboard as a file and import it into any other plan or environment. Both approaches preserve layout, widgets, filters, and slicers.

Q: What happens if my widget filters conflict with my dashboard filters in OnePlan?
A: In OnePlan, widget-level filters layer on top of dashboard-level filters. If they conflict, the widget may show no data. Review both filter sets to ensure they are compatible.

What to Do Next: Reporting Dashboard Configuration

Dig into specific steps:

Share and reuse your dashboard:

Learn about available widgets:

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