Create a Custom Dashboard

This section will introduce you to our Dashboard, which helps you to get fast and easy access to current to-do's and your most important enterprise architecture charts.

Our Dashboards assist organizations with turning data stored in their EA inventories into actionable insights. The user-friendly functionality gives LeanIX users fast and easy access to new and pending actions and information, simplifying workflows and creating more efficient processes and robust actions. The dashboard allows a swift real-time overview over your most important statistics of your architecture. Admins can configure the dashboard using drag-and-drop in selected editions of LeanIX.

Create a Configured Dashboard

On our dashboards, users can choose to edit the current dashboard (if they have the permission to do so) or create a new dashboard New dashboard

After clicking on New dashboard you have the options to:

  1. Create a new Empty Dashboard
  2. Copy and adapt a dashboard that is already in place

The editing mode of the dashboard works via drag-and-drop. You can drag the different types of panels from the right-hand side into the pre-defined boxes (blue dotted lines). There are currently ten different elements available for drag-and-drop when setting up a new dashboard. Simply scroll down to discover them.


Subscriptions: Shows a panel with lists all the Fact Sheets you are subscribed to (available by default).


Latest Fact Sheet Updates: Shows you a panel with a list of the 100 latest updated Fact Sheets (available by default).


To-Do Panel: Shows you personal To-Do Panel, including all your open tasks within LeanIX (e.g. open comments to answer, tasks to complete etc.)


My Surveys: Lists all active surveys that the currently logged in user needs to answer.


Inventory Search: Shows a search bar that enables you to browse through your inventory using smart search functionality.


Inventory: Shows your relevant Inventory searches ordered by your personal relevance.


Reports: Shows your relevant reports ordered by your personal relevance.


Diagrams: Shows your relevant diagrams ordered by your personal relevance.


Saved Search: Displays a saved search from the Inventory. Since, it is possible to switch that to a table view, this is a very handy way of showing tabular data on a dashboard.


Report Panel: Shows a report on a dashboard including custom reports. Especially when building dashboards for stakeholders, this is an easy means to aggregate and visually prepare data for an easy consumption.


Diagram Panel: Shows a diagram on a dashboard. Since diagrams allow you to freely draw anything, this is perfect to communicate graphically what your next big initiative is about.


Metrics - KPI Panel: Display one or multiple KPIs on a dashboard, including their history and automatically calculated trend indicators.


Custom Message: Want to share something to your users? The custom message panel work perfectly for giving instructions, conveying important information or changes to the workspace.


Fact Sheet Chart: Create a meaningful bar or pie chart based on your Inventory data, e.g. show your active Applications by their technical fit in a bar plot.


External Content: Show just about anything from a different tool / website within LeanIX. We will embed your iframe onto a dashboard, e.g., your PowerBI dashboard. Please check if your workspace has restrictions on external content. For more information, see External Content.

Create a Fact Sheet Chart

If you want to set up some custom charts, drag the Fact Sheet Chart label, which is found at the bottom of the selection, into one of the pre-defined panels. You will then be asked to configure the following information for your chart:


Chart Title: Give your chart a title depending on the content you want to show.


Chart Type: Defines the type of the chart you want to configure. We currently support bar-, column-, and pie-charts.


Fact Sheet Type: Defines from which Fact Sheet Types data will be retrieved.


Field or tag group: Defines which attribute or tag group will be evaluated (e.g. Tag Group GDPR will show you how many Applications have a certain GDPR status). Only Tag Groups that have the mode "single" can be displayed and selected.


Filter: Enables you to apply certain filters to your chart (e.g. if you only want to include Applications with the tag "Public Cloud"). You are able to apply all filters to your chart, as you are used to it from LeanIX.


Data visibility: Once the previous fields are filled out, you can select number of entries to be displayed, and whether to see the n/a entries or not.


Order of entries: Lets you select the order of the entries, as shown.

After finishing the configuration of your custom chart and saving it, you will see the chart on your home screen. You can continue to define your dashboard the way described. The dashboard is not restricted to a number of panels.

If you want to change your chart, just hover over it while being in editing mode. You are able to:

  1. Delete the chart
  2. Decrease size
  3. Increase size
  4. Edit chart configuration (e.g. adapt filters)

According to the use-cases you have, you are now able to have the key numbers of your EA in one view. In the example below, you can see, that the GDPR-Classification for 18 Applications is still not maintained and as a result, you can send out a survey to address all application owners to maintain the data.

Changing Default Dashboard

To change the default dashboard in a workspace, users with Admin rights can follow these steps:

  1. Navigate to Administration > General from the settings menu.

  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.

    Changing Default Dashboard

    Changing Default Dashboard

Using the To-Do Panel

Please refer to Notifications for more information on To-dos.