Dashboards

Learn how to create and customize dashboards in SAP LeanIX. Explore dashboard permissions and set default dashboards.

Overview

Dashboards provide convenient and efficient access to essential information and insights related to an organization's enterprise architecture. Dashboards present 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.

When you sign in to SAP LeanIX, you automatically land on the default dashboard.

Creating a Dashboard

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

To create a new dashboard, follow these steps:

  1. On the dashboard page, click New 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.

    Creating New Dashboard

    Creating New Dashboard

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

  4. Drag and drop panels from the available options on the right-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 Shortcuts.

  6. Click Save.

    Resizing Panels in the Dashboard

    Resizing Panels in the Dashboard

Editing a Dashboard

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.

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Note

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

To edit a dashboard, follow these steps:

  1. In the upper-right corner of the dashboard, click Edit Dashboard.

  2. Drag and drop panels from the available options on the right-side panel 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.

    Configuring or Deleting Panels in the Dashboard

    Configuring or Deleting Panels in 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. Click Save.

Dashboard Permissions

The following table lists dashboard permissions for users with the Member and Viewer roles.

ActionMemberViewer
Create new dashboardYesYes
Delete pre-defined dashboard*NoNo
Delete default dashboard**NoNo
Delete user-defined dashboardDepends on the read and write permissions set by the dashboard creator.Depends on the read and write permissions set by the dashboard creator.
Modify/edit pre-defined dashboard*NoNo
Modify/edit default dashboard**YesYes
Modify/edit user-defined dashboardDepends on the read and write permissions set by the dashboard creator.Depends on the read and write permissions set by the dashboard creator.
Set the default dashboard for the workspaceNoNo

* 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 a Workspace.

Changing Permissions for a Dashboard

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 for a dashboard, follow these steps:

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

  2. Select the permission level that you need:

    • Unrestricted: Everyone in the workspace can view and edit the dashboard.
    • Write Restricted: Everyone in the workspace can view the dashboard, but editing is restricted.
    • Read & Write Restricted: The dashboard is only visible to you.
  3. Save the changes.

Setting the Default Dashboard for a Workspace

The default dashboard is the dashboard that a user lands on upon signing 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, navigate to the General section.
  2. Find the section labeled Default Dashboard and select a default dashboard from the list.
  3. Save the changes.

Keyboard Navigation and Shortcuts

When editing a dashboard, you can use keyboard keys and shortcuts to navigate between the dashboard panels, move, or resize them.

Navigation

ActionKey
Navigate between panels and elements in the panel↹ (Tab)

Moving Selected Panels

ActionKey
Move a selected panel one unit to the right→ (Right Arrow)
Move a selected panel one unit to the left← (Left Arrow)
Move a selected panel one unit down↓ (Down Arrow)
Move a selected panel one unit up↑ (Up Arrow)

Resizing Selected Panels

ActionShortcuts for WindowsShortcuts for Mac
Scale up a selected panel by one unit to the rightAlt + → (Right Arrow)⌥ (Option) + → (Right Arrow)
Scale up a selected panel by one unit to the bottomAlt + ↓ (Down Arrow)⌥ (Option) + ↓ (Down Arrow)
Scale down a selected panel by one unit from the rightAlt + ← (Left Arrow)⌥ (Option) + ← (Left Arrow)
Scale down a selected panel by one unit from the bottomAlt + ↑ (Up Arrow)⌥ (Option) + ↑ (Up Arrow)