Creating and Editing Dashboards

Introduction

The LeanIX dashboard provides convenient and efficient access to essential information and insights related to an organization's enterprise architecture. It presents various metrics, charts, graphs, and visual representations of data relevant to the organization's IT landscape, offering a comprehensive and real-time overview.

Dashboards can serve as a centralized hub for tracking progress and identifying areas that require attention or action by displaying new and pending action items and surveys, and more. Dashboards play a vital role in helping stakeholders make informed decisions and stay aligned with organizational goals.

Creating Dashboards

You can create new dashboards to facilitate stakeholder management and showcase key deliverables and objectives specific to major initiatives.

To create a new dashboard:

1. Click +New Dashboard located on the top right corner of the dashboard.

2. A dialog is opened, from which you can select an existing dashboard as a template or select Empty dashboard to start from scratch. Selecting an existing dashboard as a template allows you to create new dashboards with less effort, making it easier to tailor information for different stakeholders or teams based on their roles and responsibilities.

   

3. Click Create. It takes you to the dashboard editing area.

4. Drag and drop panels from the available options on the right-hand side to the dashboard grid. If prompted, configure the panel by providing a title and selecting the elements to include and click Save. You can include reports, diagrams, fact sheet charts, KPI panels, and more. Information about each panel is provided in a self-explanatory manner within the panel itself.

5. Resize panels as needed by selecting and holding the bottom right corner of the panel, then dragging the cursor. You can also use keyboard shortcuts to resize and perform other actions. To learn more, see Keyboard Navigation and Shortcuts.

6. Once you have added the needed panels, click Save to save the dashboard.

   

Editing Dashboards

You can edit a dashboard to update information, add new panels or metrics, customize the layout, or refine the visual presentation to better meet the evolving needs of stakeholders or teams.

📘

The ability to edit a dashboard depends on the permission a user has for that dashboard. For more information, see Dashboard Permissions.

To edit a dashboard:

1. Click Edit Dashboard at the top right corner of the dashboard. It takes you to the dashboard editing area.

2. Drag and drop panels from the available options on the right-hand side to the dashboard grid. If prompted, configure the panel by providing a title and selecting the elements to include, then click Save.

3. You can configure the panel by accessing its configuration settings at the top right corner of the panel. If necessary, you can also delete the panel to remove it from the dashboard.

   

4. Resize panels as needed by selecting and holding the bottom right corner of the panel, then dragging the cursor. You can also use keyboard shortcuts to resize and perform other actions. To learn more, see Keyboard Navigation and Shortcuts.

5. Once you have made the needed changes, click Save.

Dashboard Permissions

Dashboard permissions for members and viewers are as follows:

* Pre-defined dashboards are built-in dashboards specifically designed for certain use cases.

** Default dashboard is the dashboard users see upon logging in. Any dashboard, except pre-defined ones, can be set as the default dashboard by the admin. For more information, see Setting the Default Dashboard for the Workspace.

Configuring Read and Write Permissions

Restricting the dashboard's read and write permissions helps control access and maintain data confidentiality. It ensures that only authorized users can view and modify the dashboard, preventing unauthorized access and potential data breaches. By default, the permission is set as unrestricted.

To restrict read and write permissions of the dashboard:

1. Click Edit Dashboard located on the top right corner of the dashboard. It takes you to the dashboard editing area.

2. On the right-hand side of the dashboard grid, select the level of permission. Available options include:

   • Unrestricted: Everyone in the workspace can view and edit.
   • Write Restricted: Everyone in the workspace can view, but editing is restricted.
   • Read & Write Restricted: Only visible to you.

   

Setting the Default Dashboard for the Workspace

The default dashboard is the dashboard users see upon logging in. Admins can set any dashboard, except for pre-defined ones, as the default dashboard for the workspace. To set the default dashboard, do the following:

1. In the administration area, select General under Basic Settings.

2. Find the section labeled Default Dashboard and select the desired dashboard from the drop-down menu.

3. Click Save at the bottom of the page to save the changes.

   

Keyboard Navigation and Shortcuts

In the dashboard editing area, you can use keyboard shortcuts to navigate between dashboard panels, move them, and resize them.

Shortcut for Navigation

Shortcuts for Moving Selected Panels

Shortcuts for Resizing Selected Panels

*For Mac, use ⌥ (Option) instead of Alt.