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How to delete a Dashboard?
+1Hello,
I’m a relatively new user of IQM 7. We are in the process of building up content for the business before it goes on wider release to our user base.
I’ve dabbled with creating Dashboards, and while I have no problem with the designer functionality, understanding the data sources can be a challenge. Having created a couple of dashboards with the intention of displaying a particular type of information, I could not then find the data source I needed. So now there are redundant entries in the Dashboard list.
Is there a way to delete a Dashboard from the list after it has been created? I cannot find any way to do this. I have System Wide Access.
We are running version 7.8.0.0 at present.
Thanks.
Best answer by Sam Jackson
Hey Martyn,
Thanks for reaching out, glad to hear you’re exploring the dashboard functionality as you prepare for your wider rollout. If you did need any addiitonal support we do offer a dedicated dashboard training course ran by our consultants. There are also a handful of free self paced courses in the Skills area of Luminate - https://community.ideagen.com/p/skills?solution=iqm-pro
To delete a dashboard:
- Open the Dashboard tab from the navigation panel on the left-hand side.
- Tick the checkbox next to the dashboard(s) you’d like to remove.
- Click the trash can icon in the top-right corner (screenshot below can be referenced if needed).
If you don’t see the option to delete, it’s likely a permissions issue. While your account may have System Wide Access via security groups, dashboard permissions are managed separately via the shield icon (top right of the Dashboard menu).
The available dashboard permissions are:
-
View dashboard
-
View confidential dashboard
-
Create dashboard
-
Edit dashboard
-
Delete dashboard
You’ll need the Delete dashboard permission to remove any existing dashboards. Once granted, the trash can option should become available.
If you still run into any issues, let me know and I can guide you further.
Best regards,
Sam
+5Hey Martyn,
Thanks for reaching out, glad to hear you’re exploring the dashboard functionality as you prepare for your wider rollout. If you did need any addiitonal support we do offer a dedicated dashboard training course ran by our consultants. There are also a handful of free self paced courses in the Skills area of Luminate - https://community.ideagen.com/p/skills?solution=iqm-pro
To delete a dashboard:
- Open the Dashboard tab from the navigation panel on the left-hand side.
- Tick the checkbox next to the dashboard(s) you’d like to remove.
- Click the trash can icon in the top-right corner (screenshot below can be referenced if needed).
If you don’t see the option to delete, it’s likely a permissions issue. While your account may have System Wide Access via security groups, dashboard permissions are managed separately via the shield icon (top right of the Dashboard menu).
The available dashboard permissions are:
-
View dashboard
-
View confidential dashboard
-
Create dashboard
-
Edit dashboard
-
Delete dashboard
You’ll need the Delete dashboard permission to remove any existing dashboards. Once granted, the trash can option should become available.
If you still run into any issues, let me know and I can guide you further.
Best regards,
Sam
+1Hi Sam,
Thanks for your detailed reply. While I knew there were some separate Dashboard permissions, I hadn’t actually looked there for a delete permission! Just assumed I had it. So it was indeed as simple as that. Now I have a trashcan icon 😊
I’ve seen the Skills area of Luminate and also saw mention of the two-day course elsewhere. Might be one for the future, thanks.
While the course may cover it, there appears to be limited data available to report on (else it’s hard to find for the uninitiated). Two things I could not find:
- Competencies, specifically the ‘Target Date’.
- Documents overdue review, based on the ‘Target Date’ in the Document’s main ‘Summary’ box, not the actual reviews which are recorded under the ‘Reviews’ tab. (Most of our documents are yet to have any reviews as they are newly-uploaded.)
Happy to open a new thread to discuss further as that may be more appropriate for future forum readers.
Thanks again,
Martyn
+5Hey Martyn,
Glad that worked for you!
Happy to keep them in hear for now but could always have a breakout chat if needed.
Competencies, specifically the ‘Target Date’
The People and Training modules were the last to be migrated into the web browser, and there’s usually a slight delay while the related data sources are added for use in Dashboards. I can check with the Product Team to confirm if this is on the roadmap for future development.
In the meantime, your best option would be to use an advanced search filter in the windows client and, if needed, generate a corresponding report from there to export the data from the system:
Documents overdue review, based on the ‘Target Date’ in the Document’s main ‘Summary’ box, not the actual reviews which are recorded under the ‘Reviews’ tab. (Most of our documents are yet to have any reviews as they are newly-uploaded.)
Yes, this is definitely achievable. The data source and field you’ll want to use is:
Revision → Review Date
As a general rule of thumb, when working with the Document module, the Revision data source holds most of the key fields (including those from the “Document” source, such as document number and document type).
You should then be able to start creating some awesome dashboards to report on this, in the example below I’ve also used a drill down feature in the bar chart to view Year > Quaters > Months
Hope this helps!
Sam
+1Hi Sam,
Thanks for the detailed reply. Indeed, “Revision” was the data source I was looking for! I had looked extensively but hadn’t found what I needed. Easy when you know how.
The dashboard examples look great; I’ll see what I can build in the coming days.
I am keeping an eye on the release notes for the Web updates as that’s the version we want to roll out to the majority of staff. It should help the uptake as it looks more modern and intuitive. I’ve found a few quirks and sent in a few support tickets where things don’t quite appear to work correctly yet, but it’s good to see it’s in active development.
One of the biggest barriers to our company getting started, plus getting buy-in of colleagues, is that we have no reference of what ‘good’ looks like (I’ve seen others mention the same). More examples or a demo system would be beneficial and likely reduce questions about how to set up the system effectively.
Thanks again for your help. I’ll try not to make a frequent nuisance of myself!
Martyn
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