Reporting Dashboard Examples

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This article showcases examples of OnePlan's native Reporting Dashboards and provides step-by-step instructions for configuring them. It highlights the key capabilities of OnePlan Dashboards and serves as a starting point for users looking to create their own customized Dashboards.

For even more information on Reporting Dashboards and how to configure them see:

Portfolio Dashboard Example

This Dashboard comes from the OnePlan Platform template, and was developed by the OnePlan team to provide a summary of Portfolio health, focusing on budgets and benefits. This Dashboard has 4 Slicers to refine the data, and contains 6 Card Widgets, 3 Chart Widgets, and 1 Table Widget.

This example will walk you though the steps to configure this dashboard in your own OnePlan site.

Portfolio_Dashboard_Example.png

Video Instructions

This video will walk you though the process of configuring this Portfolio Dashboard. Written instructions are available below.

(1) Create a New Dashboard Tab

First, you need to create a new Dashboard tab. Since this example is a Portfolio-level dashboard, I will create this in the My Portfolio Area.

  1. Go to the Dashboard module of the My Portfolio Area.

  2. Select New > Dashboard. The Add Tab form will open.

  3. Enter a Name for the Dashboard tab. I will call this "Portfolio Summary".

  4. Make sure the Tab Type is set to Dashboard.

  5. Select the Slicers for this Dashboard. I will select Goals, Business Unit, Category, and State.

    Add_Tab_Page_1.png

  6. Click Next.

  7. Create the Dashboard filters. This example requires filters to bring in data from Portfolio and Program Plan Types.

    • Click Add a Plans Filter.

    • Click into the first field, and select Plan Type.

    • Ensure the middle fieldis set to Equal.

    • In the third field, select Portfolio.

    • Click Add Rule.

    • Click into the first field of the new rule, and select Plan Type.

    • Ensure the middle field is set to Equal.

    • In the last field, select Program.

    • At the top of the filter group, select OR.

    Add_Tab_Page_2.png

  8. Click Save. The Dashboard is configured. Now we need to populate it with Widgets.

    Dashboard_Tab_Configured.png

(2) Add the Card Widgets

First we will add Cards to the Dashboard. A Card Widget is a visual element used to display a single value, like a summary metric. In this example, there are 6 Card Widgets displaying:

Portfolios Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Card. This will open the Add Card Widget form.

  3. Check the Title check box. This will display the text from the Title field on the Card.

  4. Enter "Portfolios" into the Title field.

  5. Select (Id) for the Value field.

    Note

    You need to use the (Id) field here because we want a count of named items. The Dashboards can only get that count using the Plan Id, rather than the Plan Names.

  6. Select Count for the Aggregate field.

  7. Leave Display Unit set to None.

  8. Create a filter where Plan Type = Portfolio. This will ensure the Card only displays a count of Portfolios.

    • Click Add Plan Filter.

    • In the first field, select Plan Type.

    • In the middle field, select Equal.

    • In the last field, select Portfolio.

  9. Click Add, and the new Portfolios Card will be added to the Dashboard.

Add_Portfolios_Card.png

Programs Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Card. This will open the Add Card Widget form.

  3. Check the Title check box. This will display the text from the Title field on the Card.

  4. Enter "Programs" into the Title field.

  5. Select (Id) for the Value field.

    Note

    You need to use the (Id) field here because we want a count of named items. The Dashboards can only get that count using the Plan Id, rather than the Plan Names.

  6. Select Count for the Aggregate field.

  7. Leave Display Unit set to None.

  8. Create a filter where Plan Type = Program. This will ensure the Card only displays a count of Programs.

    • Click Add Plan Filter.

    • In the first field, select Plan Type.

    • In the middle field, select Equal.

    • In the last field, select Program.

  9. Click Add, and the new Programs Card will be added to the Dashboard.

  10. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  11. Click Save on the Dashboard to save your progress.

Add_Programs_Card.png

Remaining Budget Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Card. This will open the Add Card Widget form.

  3. Check the Title check box. This will display the text from the Title field on the Card.

  4. Enter "Remaining Budget" into the Title field.

  5. Select Remaining Budget for the Value field.

  6. Select Sum for the Aggregate field.

  7. Select Thousands for the Display Unit.

  8. Since we want to display a combined Remaining Budget for both Portfolios and Programs, do not create a Plan Filter.

  9. Click Add, and the new Remaining Budget Card will be added to the Dashboard.

  10. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  11. Click Save on the Dashboard to save your progress.

Add_Remaining_Budget_Card.png

Budget Variance Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Card. This will open the Add Card Widget form.

  3. Check the Title check box. This will display the text from the Title field on the Card.

  4. Enter "Budget Variance" into the Title field.

  5. Select Budget Variance for the Value field.

  6. Select Sum for the Aggregate field.

  7. Select Thousands for the Display Unit.

  8. Since we want to display a combined Budget Variance for both Portfolios and Programs, do not create a Plan Filter.

  9. Click Add, and the new Budget Variance Card will be added to the Dashboard.

  10. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  11. Click Save on the Dashboard to save your progress.

Add_Budget_Variance_Card.png

Benefits Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Card. This will open the Add Card Widget form.

  3. Check the Title check box. This will display the text from the Title field on the Card.

  4. Enter "Benefits" into the Title field.

  5. Select Benefits for the Value field.

  6. Select Sum for the Aggregate field.

  7. Select Thousands for the Display Unit.

  8. Since we want to display a combined Benefits for both Portfolios and Programs, do not create a Plan Filter.

  9. Click Add, and the new Benefits Card will be added to the Dashboard.

  10. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  11. Click Save on the Dashboard to save your progress.

Add_Benefits_Card.png

ROI Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Card. This will open the Add Card Widget form.

  3. Check the Title check box. This will display the text from the Title field on the Card.

  4. Enter "ROI" into the Title field.

  5. Select ROI for the Value field.

  6. Select Average for the Aggregate field.

  7. Leave Display Unit set to None.

  8. Since we want to display a combined ROI for both Portfolios and Programs, do not create a Plan Filter.

  9. Click Add, and the new ROI Card will be added to the Dashboard.

  10. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  11. Click Save on the Dashboard to save your progress.

Add_ROI_Card.png

(3) Add the Chart Widgets

Now we will add Charts to the Dashboard. A Chart Widget is a visual component that displays data graphically to help users analyze and interpret insights effectively. In this example, there are 3 Chart Widgets displaying:

Budget by Category Column Chart

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Chart. This will open the Add Chart Widget form.

  3. Select Column. The Add Column Widget form will open.

  4. Check the Title check box. This will display the text from the Title field on the Chart.

  5. Leave the Legend check box unchecked.

  6. Enter "Budget by Category" into the Title field.

  7. Select Budget for the Y-Axis field.

  8. Select Sum for the Aggregate field.

  9. Select Category for the X-Axis field.

  10. Leave the Group By field blank.

  11. Leave the Labels field set to No Value.

  12. Leave the Display Unit field set to None.

  13. Click Add. The new Budget by Category Column Chart will be added to the Dashboard.

  14. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  15. Click Save on the Dashboard to save your progress.

Add_Budget_Category_Chart.png

Budget by Business Unit Pie Chart

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Chart. This will open the Add Chart Widget form.

  3. Select Pie. The Add Pie Widget form will open.

  4. Check the Title check box. This will display the text from the Title field on the Chart.

  5. Check the Legend check box. This will display the color legend for the chart.

  6. Enter "Budget by Business Unit" into the Title field.

  7. Select Budget for the Y-Axis field.

  8. Select Sum for the Aggregate field.

  9. Select Business Unit for the Group By field.

  10. Leave the Labels field set to No Value.

  11. Leave the Display Unit field set to None.

  12. Click Add. The new Budget by Business Unit Pie Chart will be added to the Dashboard.

  13. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  14. Click Save on the Dashboard to save your progress.

Add_Budget_Business_Unit_Chart.png

Benefits by Goal Bar Chart

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Chart. This will open the Add Chart Widget form.

  3. Select Bar. The Add Bar Widget form will open.

  4. Check the Title check box. This will display the text from the Title field on the Chart.

  5. Leave the Legend check box unchecked.

  6. Enter "Benefits by Goal" into the Title field.

  7. Select Benefits for the Y-Axis field.

  8. Select Sum for the Aggregate field.

  9. Select Goals for the X-Axis field.

  10. Leave the Group By field blank.

  11. Leave the Labels field set to No Value.

  12. Leave the Display Unit field set to None.

  13. Click Add. The new Benefits by Group Column Chart will be added to the Dashboard.

  14. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  15. Click Save on the Dashboard to save your progress.

Add_Benefits_by_Goals_Chart.png

(4) Add the Table Widget

Finally, we will add a Table Widget to the Dashboard. A Table Widget is a visual element used to present data in a tabular format, similar to a spreadsheet. There is only one Table Widget in this example, displaying a list of Portfolios with relevant metrics, like Budget, Benefits, State, etc., in the My Portfolio Area.

  1. Click New > Widget. This will open the Add Widget form.

  2. Click Table. This will open the Add Table Widget form.

  3. Check the Title check box. This will display the text from the Title field on the Table.

  4. Check the Display Totals check box. This will add a Totals row at the bottom of the Table.Ri

  5. Enter "Portfolios" into the Title field.

  6. In the Columns field, select Plan Type, Name, State, Status, Business Unit, Category, Budget, Forecast, Actuals, Benefits, and ROI.

    Note

    The columns will appear in the table in the order you selected them.

  7. Leave the Group By field blank.

  8. Select Name for the Sort By field.

  9. Select Ascending for the Sort Direction field.

  10. Create a filter where Plan Type = Portfolio. This will ensure the Table only displays Portfolios.

  11. Click Add. The new Portfolios Table will be added to the Dashboard.

  12. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  13. Click Save on the Dashboard to save your progress.

Add_Portfolios_Table.png

Plan Dashboard Example

This Dashboard comes from the OnePlan Platform template, and was developed by the OnePlan team to provide a summary of Risks within a Plan. This Dashboard has no Slicers, and contains 2 Card Widgets, 3 Chart Widgets, and 1 Table Widget.

Plan_Dashboard_Example.png

Video Instructions

This video will walk you though the process of configuring this Plan Dashboard. Written instructions are available below.

(1) Create a New Dashboard Tab

First, you need to create a new Dashboard tab. Since this example is a Plan-level dashboard, I will create this Dashboard for the Data Warehouse Migration Plan (available if you create a OnePlan site with a template and sample data).

  1. Go to the Dashboard module of the Plan.

  2. Select New > Dashboard. The Add Tab form will open.

  3. Enter a Name for the Dashboard tab. I will call this "Risks Summary".

  4. Make sure the Tab Type is set to Dashboard.

  5. Leave the Slicers field blank.

  6. Click Next.

    Add_Plan_Dashboard_Tab_Page_1.png

  7. Create the Dashboard filters. This example requires filters to bring in data from Risk Work Items.

    • Click Add a Work Items Filter.

    • Click into the first field, and select Work Type.

    • Ensure the middle fieldis set to Equal.

    • In the third field, select Risk.

    Add_Plan_Dashboard_Tab_Page_2.png

  8. Click Save. The Dashboard is configured. Now we need to populate it with Widgets.

(2) Add the Card Widgets

First we will add Cards to the Dashboard. A Card Widget is a visual element used to display a single value, like a summary metric. In this example, there are 2 Card Widgets displaying:

# of Risks Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Select Work Items. This allows you to aggregate data from Work Items in the Plan.

  3. Click Card. This will open the Add Card Widget form.

  4. Check the Title check box. This will display the text from the Title field on the Card.

  5. Enter "# of Risks" into the Title field.

  6. Select (Id) for the Value field.

    Note

    You need to use the (Id) field here because we want a count of named items. The Dashboards can only get that count using the Plan Id, rather than the Plan Names.

  7. Select Count for the Aggregate field.

  8. Leave Display Unit set to None.

  9. Click Add, and the new # of Risks Card will be added to the Dashboard.

  10. Click Save on the Dashboard to save your progress.

Add_Risks_Count_Card.png

# of Active Risks Card

  1. Click New > Widget. This will open the Add Widget form.

  2. Select Work Items. This allows you to aggregate data from Work Items in the Plan.

  3. Click Card. This will open the Add Card Widget form.

  4. Check the Title check box. This will display the text from the Title field on the Card.

  5. Enter "# of Active Risks" into the Title field.

  6. Select (Id) for the Value field.

    Note

    You need to use the (Id) field here because we want a count of named items. The Dashboards can only get that count using the Plan Id, rather than the Plan Names.

  7. Select Count for the Aggregate field.

  8. Leave Display Unit set to None.

  9. Create a filter where State = Active. This will ensure the Card only displays a count of Active Risks.

  10. Click Add, and the new # of Risks Card will be added to the Dashboard.

  11. Click Save on the Dashboard to save your progress.

Add_Count_of_Active_Risks_Card.png

(3) Add the Chart Widgets

Now we will add Charts to the Dashboard. A Chart Widget is a visual component that displays data graphically to help users analyze and interpret insights effectively. In this example, there are 3 Chart Widgets displaying:

  • A Pie Chart showing Risks by Priority

  • A Column Chart showig Risks by Stage

  • A Pie Chart showing Risks by Impact

Risk by Priority

  1. Click New > Widget. This will open the Add Widget form.

  2. Select Work Items. This allows you to aggregate data from Work Items in the Plan.

  3. Click Chart. This will open the Add Chart Widget form.

  4. Select Pie. The Add Pie Widget form will open.

  5. Check the Title check box. This will display the text from the Title field on the Chart.

  6. Check the Legend check box. This will display the color legend for the chart.

  7. Enter "Risk by Priority" into the Title field.

  8. Select (Id) for the Y-Axis field.

  9. Select Count for the Aggregate field.

  10. Select Priority for the Group By field.

  11. Select Show Percent of Values for the Labels field.

  12. Leave the Display Unit field set to None.

  13. Click Add. The new Budget by Business Unit Pie Chart will be added to the Dashboard.

  14. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  15. Click Save on the Dashboard to save your progress.

Add_Risk_by_Priority_Chart.png

Risk by Stage

  1. Click New > Widget. This will open the Add Widget form.

  2. Select Work Items. This allows you to aggregate data from Work Items in the Plan.

  3. Click Chart. This will open the Add Chart Widget form.

  4. Select Column. The Add Column Widget form will open.

  5. Check the Title check box. This will display the text from the Title field on the Chart.

  6. Leave the Legend check box unchecked.

  7. Enter "Risk by Stage" into the Title field.

  8. Select (Id) for the Y-Axis field.

  9. Select Count for the Aggregate field.

  10. Select Risk Stage for the X-Axis field.

  11. Leave the Group By field blank.

  12. Select Show Values for the Labels field.

  13. Leave the Display Unit field set to None.

  14. Click Add. The new Budget by Category Column Chart will be added to the Dashboard.

  15. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  16. Click Save on the Dashboard to save your progress.

Add_Risks_by_Stage_Chart.png

Risk by Impact

  1. Click New > Widget. This will open the Add Widget form.

  2. Select Work Items. This allows you to aggregate data from Work Items in the Plan.

  3. Click Chart. This will open the Add Chart Widget form.

  4. Select Pie. The Add Pie Widget form will open.

  5. Check the Title check box. This will display the text from the Title field on the Chart.

  6. Check the Legend check box. This will display the color legend for the chart.

  7. Enter "Risk by Impact" into the Title field.

  8. Select (Id) for the Y-Axis field.

  9. Select Count for the Aggregate field.

  10. Select Impact for the Group By field.

  11. Select Show Percent of Values for the Labels field.

  12. Leave the Display Unit field set to None.

  13. Click Add. The new Budget by Business Unit Pie Chart will be added to the Dashboard.

  14. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  15. Click Save on the Dashboard to save your progress.

Add_Risks_by_Impact_Chart.png

(4) Add the Table Widget

Finally, we will add a Table Widget to the Dashboard. A Table Widget is a visual element used to present data in a tabular format, similar to a spreadsheet. There is only one Table Widget in this example, displaying a list of Risks in the Plan with relevant metrics, like Health Status, Risk Stage, Impact, etc..

  1. Click New > Widget. This will open the Add Widget form.

  2. Select Work Items. This allows you to aggregate data from Work Items in the Plan.

  3. Click Table. This will open the Add Table Widget form.

  4. Check the Title check box. This will display the text from the Title field on the Table.

  5. Enter "Risks" into the Title field.

  6. In the Columns field, select Work Type, Name, State, Health Status, Risk Stage, Impact, Priority, Probability, Category, Due.

    Note

    The columns will appear in the table in the order you selected them.

  7. Leave the Group By field blank.

  8. Leave the Sort field blank.

  9. Leave the Sort Direction field blank.

  10. Click Add. The new Portfolios Table will be added to the Dashboard.

  11. Rearrange the Widgets in the Dashboard so you can easily see all of the Widgets.

  12. Click Save on the Dashboard to save your progress.

Add_Risks_Table.png

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