Add and edit dashboards

You can add and edit dashboards for the Overview, the Diagram, and the Dashboards fact sheets.

Add a dashboard to the 'Overview' item

You can add a dashboard to the Overview item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. In the Overview item, click Edit Edit. If the overview belongs to an item that is in the package and the overview has not yet been edited, the System layout is activated, which cannot be altered.

  8. Scroll to Dashboards.

  9. Click Add. The Add Dashboard dialog is displayed.

  10. Enter a name for at least one language and the default language. You can enter a name in multiple languages.

  11. Select the database in which the dashboard is to be displayed.

  12. Select a dashboard from the list. If you use ARIS Process Mining in a combined deployment with ARIS Enterprise and you have the ARIS Process Mining license, the ARIS Process Mining analyses are available in the list.

  13. Click Add. The dashboard is added to the Overview item.

  14. Click Reset Back. The Configuration and modification sets page is displayed.

For ARIS to be displayed with this modification set, you need to select the new modification set for display. The dashboard is displayed on the Overview fact sheet.

To remove a dashboard from the Overview item, click Delete Delete in the row of the relevant dashboard.

Edit a dashboard of the 'Overview' item

You can edit a dashboard of the Overview item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. In the Overview item, click Edit Edit. If the overview belongs to an item that is in the package and the overview has not yet been edited, the System layout is activated, which cannot be altered.

  8. Scroll to Dashboards.

  9. Move the mouse cursor over the dashboard you want to edit.

  10. Click Edit Edit. The corresponding dialog opens.

  11. Make your changes.

  12. Click Update.

  13. Click Reset Back. The Configuration and modification sets page is displayed.

For ARIS to be displayed with this modification set, you need to select the new modification set for display. The dashboard is displayed on the Overview fact sheet.

Add a dashboard to the 'Diagram' item

You can add a dashboard to the Diagram item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. In the Diagram item, click Edit Edit.

  8. Click Add.

  9. The Add Dashboard dialog is displayed.

  10. Select a dashboard from the list. If you use ARIS Process Mining in a combined deployment with ARIS Enterprise and you have the ARIS Process Mining license, the ARIS Process Mining analyses are available in the list.

  11. Enter a name in the relevant languages.

  12. Click Add. The dashboard is added to the Diagram item.

  13. Select the database in which the dashboard is to be displayed.

  14. Click Reset Back. The Configuration and modification sets page is displayed.

For ARIS to be displayed with this modification set, you need to select the new modification set for display. The dashboard is displayed on the Diagram fact sheet.

To remove a dashboard from the Diagram item, click Delete Delete in the row of the relevant dashboard.

Edit a dashboard of the 'Diagram' item

You can edit a dashboard of the Diagram item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. In the Diagram item, click Edit Edit.

  8. Move the mouse cursor over the dashboard you want to edit.

  9. Click Edit Edit. The corresponding dialog opens.

  10. Make your changes.

  11. Click Update.

  12. Click Reset Back. The Configuration and modification sets page is displayed.

For ARIS to be displayed with this modification set, you need to select the new modification set for display. The dashboard is displayed on the Diagram fact sheet.

Add a dashboard to the 'Dashboards' item

You can add dashboards globally for the Dashboards items.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. In the Dashboards item, click Edit Edit.

  8. Click Add. The Add Dashboard dialog is displayed.

  9. Select a dashboard from the list. If you use ARIS Process Mining in a combined deployment with ARIS Enterprise and you have the ARIS Process Mining license, the ARIS Process Mining analyses are available in the list.

  10. Enter a name in the relevant languages.

  11. Click Add. The dashboard is added to the Dashboards item.

  12. Select the database in which the dashboard is to be displayed.

  13. Click Reset Back. The Configuration and modification sets page is displayed.

For ARIS to be displayed with this modification set, you need to select the new modification set for display. The dashboard is displayed on the Dasboard fact sheet.

To remove a dashboard from the Dashboard item, click Delete Delete in the row of the relevant dashboard.

Edit a dashboard of the 'Dashboard' item

You can edit a dashboard of the Dashboard item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. In the Dashboards item, click Edit Edit.

  8. Move the mouse cursor over the dashboard you want to edit.

  9. Click Edit Edit. The corresponding dialog opens.

  10. Make your changes.

  11. Click Update.

  12. Click Reset Back. The Configuration and modification sets page is displayed.

For ARIS to be displayed with this modification set, you need to select the new modification set for display. The dashboard is displayed on the Dasboard fact sheet.

Change dashboard order of 'Dashboard' item

You can change dashboard order of Dashboard item.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. Click Edit Edit in the Dashboards row.

  8. Move the mouse cursor over the dashboard you want to move.

  9. If you want to change the order of a dashboard, click Up Up or Down Down.

    If you want to move a dashboard to the top, click Top Top.

  10. Click Reset Back. The Configuration and modification sets page is displayed.

You have changed the dashboard order. If dashboards are also specified for components, they are grouped and displayed in the order specified.