How to Deploy a Dashboard in XMPro Action Console

Background

XMPro’s extensive data and process management capabilities is now further enhanced with a BI-style dashboard designer that makes drag and drop visual dashboards easy to create and deploy.

With XMPro Analytics Dashboard Designer, creating insightful and information rich decision support systems for executives and business users across platforms and devices is a simple matter of selecting the appropriate UI element (Chart, Pivot Table, Data Card, Gauge, Map or Grid) and dropping data fields onto corresponding arguments, values, and series.

It supports XMPro as well as other data sources that can be mixed and matched to create “mashboards” with drill down, filtering and analytical capabilities.

Deploy and Configure for Use

Dashboards can be configured using the XMPro Analytics Dashboard Designer (for more information on how to create and configuring Dashboards please see “Background to the New XMPro Dashboard Designer” part 1 and part 2). When a dashboard configuration is saved using the Dashboard Designer an XML output file is the result.

To deploy the Dashboard for use within XMPro v6.6 please follow the instructions below:

Step 1: Save your Dashboard

Ensure you have your Dashboard configuration XML file in a known location “MyDashboard.xml”.

Step 2: Navigate to Dashboard Administration

Open your v6.6 XMWorkspace, navigate to the Dashboard option under “Manager” in the menu navigation.

The Dashboard administration page will open.

Step 3: Configure Workspace to Use Dashboard

Click on “New” and configure the settings as required:

• Text – The title of the Dashboard. This will be used in the menu navigation if specified.
• Business Role – The Business Group that will have access to the Dashboard, for example setting it to the business group “All Employees” will allow user profile assigned to the “All Employees” business group access to the dashboard.
• Refresh Rate – The refresh rate flags how often the Dashboard will be required to re-query the data source and refresh the data shown. The value is based in seconds.
• Order – The order determines where in the Fluid Theme menu under Dashboards the new Dashboard will be positioned.
• Upload Dashboard File – Allows the Dashboard file saved in Step 1 to be uploaded ans saved to XMPro.
• Menu – Adds the Dashboard to the menu if selected.