---
title: Using the Dashboard Center
slug: neurons-for-itsm/admin-user-help/enu/latest/using-the-dashboard-center
createdAt: 2026-07-14T19:16:27.285Z
---
The Dashboard Center is where you configure your dashboards and create dashboard parts. From here you determine how dashboards are laid out.
- [Accessing the Dashboard Center](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Parts of the Dashboard Center](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Using Saved Search Parts](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Using Chart Parts and the Chart Wizard](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Using Table Parts](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Using Special Parts](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Using Tree Parts and the Tree Designer](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Using Pivot Tables and the Pivot Table Wizard](docId\:NAmwiM_AHfHMj7QIlA1EE)
## Accessing the Dashboard Center
You use the Dashboard Center to create, modify, and delete dashboards.
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
:::hint{type="info"}
Optionally, you can access the Dashboard Center from the Neurons for ITSM **Home** page >**My Dashboards** field as well.
:::
## Parts of the Dashboard Center
The Dashboard Center contains the following parts:
- A toolbar (at the top of the page) for saving the dashboard and for customizing the layout of dashboard parts.
- Accordion style columns (on the left side) for creating and editing your dashboard and dashboard parts.
- A workspace (in the main area of the window) for previewing dashboards before saving them to your home tab.
:::Paragraph{indent="1"}
*Dashboard Center*
:::
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/-6Yn69SV7zE2pqnEG7lWs_dashboard-center.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/Dashboard Center.png" githubPath="Content/Resources/Images/help-images/Dashboard Center.png" showCaption="false" width="1242" height="804" darkWidth="1242" darkHeight="804" indent="1"}
### Dashboard Buttons
- To refresh a dashboard part, click the **refresh** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/p_tEpJ5vKC0s8pENmhCH0_refreshicon.png" alt caption size="10" width="14" height="14"}.
- To export the information from a dashboard part to a Microsoft Excel spreadsheet, click the **Export to Excel** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/6fppVGkqTmKVMCuvvShcu_exportimage.png" alt caption size="10" width="16" height="16"}.
:::hint{type="info"}
You can only export to Microsoft Excel from a table dashboard part.
:::
- To maximize a dashboard part, click the **Maximize Initial View** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/MrITRawcZEOQOQ3ZYV4Mj_maximiseview.png" alt caption size="10" width="18" height="18"} icon.
- To minimize a dashboard part that is maximized, click the **close** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/IM4L64SnqzcBEHcEfm-mj_close-icon.png" alt caption size="10" width="12" height="11"} icon. If you click this icon when it is not maximized, it removes the dashboard part.
- To edit a dashboard part, click the **edit** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/wEKeZWqmgcSUvPHdFkfeo_editicon.png" alt caption size="10" width="16" height="16"} icon.
## Using Saved Search Parts
Saved Searches create a search list table on the dashboard. You can add a saved search from the list of previously created saved searches. See [Using a Saved Search](docId\:vwINWjbF5BrJccIoREsMm) on how to create a saved search.
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Tables**. The application displays a list of defined tables.
4. From the bottom of the **Tables** list, click the **Add dashboard item** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/4ThteFkFBz1gttu4hMOb5_dash-add-msp-list-button.png" alt caption size="10" width="18" height="16"} icon. The application displays the **Create New Table Dashboard Part** dialog box.
5. Enter information into the fields.
| Field | Description |
| ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Name | A unique name for the dashboard part. This appears in the title bar of the part. |
| Description | Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference. |
| Object | The business object that this saved search runs against. |
| Saved Search | The saved search gathers the information that populates the table. Available saved searches depend upon the business object you select. |
| List | The dashboard or list that this saved search appears in. For example, to have the **Saved Search** table appear on the **Incident** dashboard, select **HomepageIncident**. |
| Open record in parent object, if possible | Specifies if the saved search opens in the parent business object. |
6. Click **Preview** to run the search and see how the results appear. You might need to click the **Refresh** button within the preview toolbar to view actual data.
7. Click **Save**.
## Using Chart Parts and the Chart Wizard
- [About the Chart Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [About Derived Data](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [About Dashboard Legends](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Toggling the Chart Legend](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Adding a Chart Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
### About the Chart Part
Use the chart dashboard part to graphically show data about your application. After you create a chart, you can drag and drop it onto the main workspace area.
You can choose from many chart types, such a pie charts, vertical or horizontal bar charts, line charts, and pivot tables. You can also stack bar charts and group bar and line charts.
Additional points about charts:
- The application automatically re-sizes charts to fit in the space allotted on screen.
- You can maximize a chart to improve readability for viewing the data points it contains which maybe hard to read otherwise.
- Charts that show the Legend may impact the size of the actual chart. See, the [About Dashboard Legends](docId\:NAmwiM_AHfHMj7QIlA1EE) section for further information.
:::hint{type="info"}
HTML charts do not render correctly if the data contains many items. For example, the **Summary** field of the **Incident** business object is a text field that contains unique data for each record. If you attempt to group by this field, every record appears in the bar item and does not render in HTML.
:::
*Chart Parts*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/-9W4SWRtAzAucZy51vEBr_chart-parts.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/Chart Parts.png" githubPath="Content/Resources/Images/help-images/Chart Parts.png" showCaption="false" width="1182" height="595" darkWidth="1182" darkHeight="595"}
### About Derived Data
You can hover over parts of a chart to see derived data.
*Derived Data*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/pXSs_pK6Ltb5uEW4SOy61_derived-data.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/Derived Data.png" githubPath="Content/Resources/Images/help-images/Derived Data.png" showCaption="false" width="585" height="182" darkWidth="585" darkHeight="182"}
### About Dashboard Legends
Chart dashboard parts contain legends that you can toggle to show or hide it. When the legend is visible, the application shrinks the chart to accommodate the legend.
*A Chart with a Visible Legend*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/7Q4o-X0frqkT8lUGc85aB_a-chart-with-a-visible-legend.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/A Chart with a Visible Legend.png" githubPath="Content/Resources/Images/help-images/A Chart with a Visible Legend.png" showCaption="false" width="1306" height="803" darkWidth="1306" darkHeight="803"}
*A Chart with the Legend Toggled Off*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/QgEFtYBztTFk-rfKXfYtq_a-chart-with-the-legend-toggled-off.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/A Chart with the Legend Toggled Off.png" githubPath="Content/Resources/Images/help-images/A Chart with the Legend Toggled Off.png" showCaption="false" width="1122" height="777" darkWidth="1122" darkHeight="777"}
### Toggling the Chart Legend
From the chart toolbar, click the **toggle legend** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/_GCnfF4CIg_1ZT2zhsKKq_lengent-toggle.png" alt caption size="10" width="12" height="15"}icon.
### Adding a Chart Part
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Charts**. The application displays a list of defined chart parts.
4. From the bottom of the chart list, click the **add chart** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/nApdPcl0KwzkSQDXBt8em_dash-add-dash-item.png" alt caption size="10" width="18" height="16"}. The application displays the Neurons for ITSM Chart Wizard.
5. Enter information into the fields.
### From the "Standard" Tab
| Field | Description |
| ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Chart Title | A unique name for the dashboard part. This appears in the title bar of the part. |
| Type | The type of chart to display. The following types are available:
Horizontal Bar
Vertical Bar
Line
Pie
Pivot Table
Funnel is available for Angular dashboard.
(Grouped) Stacked Horizontal Bar
(Grouped) Stacked Vertical Bar
Grouped Horizontal Bar
Grouped Vertical Bar
Grouped Line
(Grouped) Scatter is available for Angular dashboard.
(Grouped) Stacked 100 is available for Angular dashboard. |
| Object | The business object for which this chart is created. |
| Header | The chart title. |
| Footer | A footnote for the chart. |
| Donut Degree | Applicable only for pie charts when Make Donut option is selected. The chart summary is displayed within the donut area if the Donut Degree is over 40. |
| Data Labels | Pie charts only. Check to show labels. Uncheck to show percentages. |
| Show Legend | Check to enable. Shows the legend of values. |
| Aggregate by | The aggregator. Select **count**, **sum**, or **average**. The default is **count**. |
| Group By | The field by which to group the dashboard parts. |
| Order By | Specifies whether the chart displays its data by the **Aggregate By** field or by the **Group By** field. The default is **Aggregate by**.
Select if the data should display in ascending (lowest to highest) or descending (highest to lowest) order. The default is ascending. |
| Results | The number of items to display: all, top, or bottom.
If you select **top** or **bottom**, select a number, which means that the application displays the top or bottom \<*selected number*> of matches. |
| Then Group By | (For all chart types starting with grouped.) The second group to order the results by. |
| Order | (For all chart types starting with grouped.) Specifies if the results are ascending or descending. |
| Axis Scale | The axis scale. Select **Linear** or **Logarithmic**. |
### From the "Drill-downs" Tab
You can create a maximum of three drill downs, which means that you can click the dashboard part and filter the search results to open the parent business object from the specified business object. You specify the drill-down values the same way that you set the fields on the **Standard** tab.
The **Drill-downs** tab is not enabled for pivot tables. HTML5 charts do not support drill down when labels contain special characters, such as ".
- Click the **add** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/-xC2rFf08JbJHTGUTd_A3_addgreen.png" alt caption size="10" width="17" height="15"} icon to add more drill-down fields.
### From the "Advanced" Tab
- **Filter Using Saved Search**: Select an existing saved search to filter the data that is shown.
- **Runtime Filters**: Select a business object to filter your search against.
6. Click **Save**.
7. To use a chart, drag it onto the main dashboard window.
### Using Table Parts
You can add tables to dashboards, showing lists of business objects with selected information.
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Tables**. The application displays a list of defined table parts.
4. To filter the list, select a business object from the drop-down list. The application only displays those tables associated with the business object.
5. From the bottom of the chart list, click the **add dashboard item** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/4ThteFkFBz1gttu4hMOb5_dash-add-msp-list-button.png" alt caption size="10" width="18" height="16"}. The application displays the **Create New Table Dashboard Part** dialog box.
6. Enter information into the fields.
| Field | Description |
| ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| Name | A unique name for the table. |
| Description | Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference. |
| Object | The business object from which the data is derived. Select from the drop-down list. |
| Saved Search | The saved search gathers the information that populates the table. Available saved searches depend upon the business object you select. |
| List | The list type. The values vary depending on the business object that you select. Select from the drop-down list. |
| Open record in parent object, if possible | Opens the record from the list in the parent business object if possible. |
7. Click **Save**. The application displays the new table in the **Tables** list.
8. To use the new table, drag it onto the main dashboard window.
:::Paragraph{indent="1"}
After your table is created, there are many ways to manage the data reported in its list. See [About Lists](docId:0tHKsLcWdJCDe8-MMoc4A)
:::
## Using Special Parts
- [About Special Parts](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Creating a Special Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Adding My Items, Report Lists, Variance Reports, and Display URLs](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Adding a List](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Adding a Command List](docId\:NAmwiM_AHfHMj7QIlA1EE)
### About Special Parts
Special dashboard parts, with the exception of report list and variance reports, appear on the Self-Service Portal. The Self-Service Portal is already configured to show these special parts. You can edit these parts using the available parameters, add icons, and change the text of the links or button, if the option is enabled.
*Dashboard Special Parts*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/HPyrC8LwFZhQc9xEem3f-_dashboard-special-parts.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/Dashboard Special Parts.png" githubPath="Content/Resources/Images/help-images/Dashboard Special Parts.png" showCaption="false" width="1268" height="763" darkWidth="1268" darkHeight="763"}
### Creating a Special Part
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, select **Special parts**. The application displays a list of defined special parts.
4. At the bottom of the list, click one of the following:
| :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/p8VOt_gdm8I4TCZzGE9Fq_dash-my-items-button.png" alt caption size="10" width="18" height="16"} | Add My Items/Report List/Variance Report/Display URL | See [Adding My Items, Report Lists, Variance Reports, and Display URLs](docId\:NAmwiM_AHfHMj7QIlA1EE). |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------- | ------------------------------------------------------------------------------------------------------ |
| :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Vh7-6xad6GOcCahzer_HF_dash-add-grid-button.png" alt caption size="10" width="18" height="16"} | Add List | |
| :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Pgnih_FD7VzArAcREoVBu_dash-add-command-list-button.png" alt caption size="10" width="18" height="16"} | Add command list | See [Adding a Command List](docId\:NAmwiM_AHfHMj7QIlA1EE) |
| :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/rl66ZNWRywdTG645g4Su0_dash-delete-part-button.png" alt caption size="10" width="18" height="16"} | Delete Selected Dashboard Item | |
### Adding My Items, Report Lists, Variance Reports, and Display URLs
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, select **Special parts**. The application displays a list of defined special parts.
4. Click the **Add My Items/Report List/Variance Report/Display URL** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/p8VOt_gdm8I4TCZzGE9Fq_dash-my-items-button.png" alt caption size="10" width="18" height="16"}. The application displays the **Create New Command Link List Dashboard Part** dialog box.
5. Enter information into the fields:
| Field | Description |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Name | A unique name for the dashboard part. This appears in the title bar of the part. |
| Description | Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference. |
| Dashboard parts | Choose an option from the drop-down list.
My Items
Variance List
Display URL
Report List
The application displays the default parameters for this part in the **Parameters** field. |
| Parameters | The parameters associated with the dashboard part. You can edit the default parameters. For example, when you choose **Top 5 Questions** from the dashboard parts menu, the parameter is \{count:5}. To show more than five top questions, replace the 5 with another number. To make the **My Items** list show only the open items (meaning it does not show incidents in the *closed* status, service requests in the fulfilled status, and approvals that have been dealt with), enter **\{ignoreStatus: \['closed', 'fulfilled', 'approved', 'denied']}**. The items with these statuses do not appear in the **My Items** list. To make all items appear, enter **\{ignoreStatus: \['']}**. |
| Top Icon | The icon to appear next to the dashboard part name. Select from the list. |
| Button Text | The button text. If this field is disabled, this option is not available for the selected dashboard part. |
| Link Text | The link data. If this field is disabled, this option is not available for the selected dashboard part. |
| Commandlist Icon | Select an image from the list. The icon you select appears next to each of the items in the list. |
6. Click **Save**.
### Adding a List
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, select **Special parts**. The application displays a list of defined special parts.
4. Click the **add list** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/bbE1CtFyhKToU1d7T-s98_addblue.png" alt caption size="10" width="16" height="12"} icon. The application displays the **Dashboard List editor** dialog box.
5. Enter information under each tab.
### From the "Main" Tab
| Field | Description |
| --------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Title | A unique name for the dashboard part. This appears in the title bar of the part. |
| Description | Optional. A description about how this part is used. These details do not appear on the part and are merely used for reference. |
| Title icon | The title icon. |
| Part frame | The color of the outline of the dashboard part. |
| Enable Refresh button | Displays the **Refresh** button. Users can click this to refresh the dashboard part. |
| Header button | Adds a button to the header. Users click this button to perform an action. If you check this option, the application displays the **Command button editor** dialog box. See [From the "Toolbar" Tab](docId\:NAmwiM_AHfHMj7QIlA1EE) for information about the fields. |
### From the "Data" Tab
| Field | Description |
| --------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| Business Object | The business object to use for this list. |
| Saved Search | The saved search gathers the information that populates the list. Available saved searches depend upon the business object you select. |
| List | The list to use. The list is based on the chosen business object. |
| Sort Column | The default sort column. |
| Sort Direction | The default direction for the sort column. Select either **Ascending** or **Descending**. |
### From the "Toolbar" Tab
You can configure the toolbar from the **Toolbar** tab.
*Toolbar Tab*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/HarZeJXRd4UcNA_0deJyh_toolbar-tab.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/Toolbar Tab.png" githubPath="Content/Resources/Images/help-images/Toolbar Tab.png" showCaption="false" width="593" height="512" darkWidth="593" darkHeight="512"}
- Click **Create New** to create a new button. The application displays the **Command button editor** dialog box.
*Command Button Editor Dialog Box*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/s4JvYXgW-Fd1m046Kzhy-_command-button-editor-dialog-box.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/Command Button Editor Dialog Box.png" githubPath="Content/Resources/Images/help-images/Command Button Editor Dialog Box.png" showCaption="false" width="460" height="400" darkWidth="460" darkHeight="400"}
- Drag a button from the list to one of the areas.
- Double click a button to edit its properties.
- Drag a button to the trash can to delete it.
### From the "Button" Tab of the Command Button Editor
Set the following:
| Field | Description |
| ---------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| Display as | Specifies if the header contains an icon, text, or both. |
| Icon | If you select either **Icon** or **Icon and Text** in **Display as**. Choose an icon from the drop-down list to display in the toolbar. |
| Text | If you select either **Text** or **Icon and Text**in **Display as**. Enter the text to appear in the toolbar. |
| Tooltip | Optional text that displays when the mouse pointer is on the toolbar. |
### From the "Command" Tab of the Command Button Editor
| Field | Description |
| -------------------- | ------------------------------------------------------------- |
| Command | The command to execute when the user clicks the toolbar icon. |
| Ask for confirmation | Asks for confirmation before executing the command. |
- Select or enter other command-specific parameters, depending on the command you selected.
### From the "List Configuration" Tab
| List Style | Choose a style option:
**Normal**: The default list style.
**Small transparent**: The list appears in a smaller frame and is partially transparent. |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Odd background color | A color for the odd-numbered rows. Choose **None** to use the default list settings. |
| Even background color | A color for the even-numbered rows. Choose **None** to use the default list settings. |
| Row Action | The action to open a record from the list. Can be either single click or double click. |
| Edit command | Used to edit commands. Displays the **Command Editor/Designer** dialog box.
1. In the **Command** field, select a command from the drop-down list. See [Edit Command Actions](docId\:NAmwiM_AHfHMj7QIlA1EE).
2. Check **Ask for confirmation** to ask for confirmation.
3. If you check this option, enter the confirmation message in the following field.
4. In the **Opened workspace Id** field, select the workspace to open.
5. Click **Save**. |
| Column options | |
| Allow reorder | Allows you to change the order of the list columns. |
| Allow sorting | Allows you to sort the columns. |
The field list at the bottom of the dialog box lists the fields for the chosen business object. For each field in the bottom half of the dialog box, from the drop-down list, select how the field appears in the list:
:::Paragraph{listStyleType="disc" indent="2"}
**As link**: Users can click the field value to perform an action. See [Edit Command Actions](docId\:NAmwiM_AHfHMj7QIlA1EE) for more information.
:::
:::Paragraph{listStyleType="disc" indent="2"}
**As text**: The application displays the field value as text.
:::
:::Paragraph{listStyleType="disc" indent="2"}
**Progress Indicator**: The field shows a progress bar, based on the record status. Click **Progress Map** to assign the indicators to use for each value of the field.
:::
:::Paragraph{indent="1"}
*Progress Map*
:::
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/t-unROtniTWswGKdwpdqa_progress-map.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/progress map.png" githubPath="Content/Resources/Images/help-images/progress map.png" showCaption="false" width="515" height="415" darkWidth="515" darkHeight="415" indent="1"}
Within the progress map, select an icon from the drop-down list and click the add :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/bbE1CtFyhKToU1d7T-s98_addblue.png" alt caption size="10" width="16" height="12"} icon. The application displays a new line. Enter a value in the **Field value** field and optionally, enter a tooltip in the **Tooltip** field. Continue to add more icons. After you have added all the icons for the progress map, click **Apply**.
:::Paragraph{listStyleType="disc" indent="2"}
**Type Icon**: Click **Type Icon Map** to select the icon type.
:::
:::Paragraph{indent="1"}
*Type Icon Map*
:::
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/9j1lejP2qDZCAY_tv5TGh_type-icon-map.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/type icon map.png" githubPath="Content/Resources/Images/help-images/type icon map.png" showCaption="false" width="515" height="414" darkWidth="515" darkHeight="414" indent="1"}
### Edit Command Actions
- **Close tab**
- **Current tab - Run report**
- **Home - Run report**
- **Knowledge - Open Knowledge Search**
- **Knowledge - Show Knowledge Base Article**
- **Logout Current User**
- **My Items - Action**
- **My Items - Create New**
- **My Items - New issue**
- **My Items - Open**
- **My Items - Search**
- **My Items - Show all**
- **My Items - Show record**
- **My Items - Show request**
- **Object Workspace - Load record**
- **Object Workspace - Show all records of type**
- **Object Workspace - Show record**
- **Object Workspace - Show record of type**
- **Object Workspace - State**
- **Open custom tab with custom URL**
- **Open link field**
- **Open new window**
- **Open workspace by object ID**
- **Reload tab**
- **Reload the page**
- **Service Catalog - New external request**
- **Service Catalog - New service request**
- **Service Catalog - New service request by offering ID**
- **Service Catalog - Search offering**
- **Service Catalog - Show all service catalog**
- **Service Catalog - Show category**
1. Click **Preview** to view the data.
2. Click **Save**.
### Adding a Command List
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, select **Special parts**. The application displays a list of defined special parts.
4. Click the **add command list** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Pgnih_FD7VzArAcREoVBu_dash-add-command-list-button.png" alt caption size="10" width="18" height="16"} icon. The application displays the **Dashboard command list editor** dialog box.
5. Enter information into the fields:
### From the "Main" Tab
:::Paragraph{indent="1"}
Same as the **Dashboard List editor**. See [From the "Main" Tab](docId\:NAmwiM_AHfHMj7QIlA1EE).
:::
### From the "Data" Tab
:::Paragraph{indent="1"}
Specify the source of the list items displayed in this dashboard special parts command list.
:::
:::Paragraph{indent="1"}
*Data Tab*
:::
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/wxtazO-LhJUKHdb3TCvg8_dashboarddatatab.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/dashboard_data_tab.png" githubPath="Content/Resources/Images/help-images/dashboard_data_tab.png" showCaption="false" width="583" height="335" darkWidth="583" darkHeight="335" indent="1"}
:::Paragraph{indent="1"}
Select a data source type from the drop-down list. Each data source type requires different parameters:
:::
:::Paragraph{indent="1"}
**Preconfigured data source**: Uses another dashboard part as the source for list items. Fields are as follows:
:::
| Field | Description |
| -------------- | -------------------------------------------------------------------------------- |
| Pre-Configured | The source dashboard part. |
| Items count | The maximum number of list items to display in the command part. |
| Sort direction | The sort order for the list in the command part. Select ascending or descending. |
:::Paragraph{indent="1"}
**Web Service**: Configures a web service call to obtain list items. Fields are as follows:
:::
| Field | Description |
| --------------- | ------------------------------------------------------------------------------------------- |
| Service URL | The web service URL (for example, SelfService/services/SelfService.asmx). |
| Method name | The web service method (for example, **GetObjectQuickActionsByType**). |
| Return data as | A format type for returned data. |
| Call parameters | Call options parameters (field name, field type, and field value) for the web service call. |
:::Paragraph{indent="1"}
**Saved Search**: Uses saved search results as the source for list items. Fields are as follows:
:::
| Field | Description |
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Business Object | The business object to search. |
| Saved search | The saved search gathers the information that populates the list. Available saved searches depend upon the business object you select. |
| Select only | The number of matching records to use for the list source. |
| Sort by | The sort criteria for the list. |
| Fields to select | Add fields to constrain the matching records to use for the list source. Choose fields from the Select field drop-down menu.
Click the **add** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/bbE1CtFyhKToU1d7T-s98_addblue.png" alt caption size="10" width="16" height="12"} to add another field.
Click the **delete** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/36wp44StYgWRScATebSZs_deleteredx.png" alt caption size="10" width="14" height="13"} to delete a selected field. |
:::Paragraph{indent="1"}
**Validation list**: Uses a validation list as the source for list items. Fields are as follows:
:::
| Field | Description |
| --------------------------- | ---------------------------------------------------------- |
| Business Object | The business object that supplies field values. |
| Validation list | A validation list. Select from the chosen business object. |
| Select only | The number of matching records to use for the list source. |
| Constraint values | Values to restrict the data presented. |
| Additional fields to select | Additional fields that will supply values. |
:::Paragraph{indent="1"}
**Custom command list**: Uses a custom command list.
:::
:::Paragraph{indent="1"}
Click **Add** to add a custom command to the list. The application displays the **Command button editor** dialog box. See [From the "Toolbar" Tab](docId\:NAmwiM_AHfHMj7QIlA1EE).
:::
### From the "Toolbar" Tab
:::Paragraph{indent="1"}
Same as the **Dashboard List editor**. See [From the "Toolbar" Tab](docId\:NAmwiM_AHfHMj7QIlA1EE).
:::
### From the "List Item" Tab
:::Paragraph{indent="1"}
Formats the content and appearance of list items. The application disables this tab if you select **Custom command list** from the **Data source type** field under the **Data** tab.
:::
:::Paragraph{indent="1"}
*List Item Tab*
:::
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/ktZBlnqZMerFI_VuzBD85_dashboardcommandlisteditorlistitemtab.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/dashboard_command_list_editor_list_item_tab.png" githubPath="Content/Resources/Images/help-images/dashboard_command_list_editor_list_item_tab.png" showCaption="false" width="650" height="560" darkWidth="650" darkHeight="560" indent="1"}
| Field | Description |
| -------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Show list item as | Select how each list item is formatted:
**Link**: Each list item is a link formatted as a single line of text.
**Icon and Link**: Each list item is a link formatted as a single line of text with an icon at the beginning of the line.
**Icon and Link and Description**: Each list item is a link formatted with a selectable title on one line and a description on a second line. |
| Odd background color | The background color for odd-numbered list items. |
| Even background color | The background color for even-numbered list items. |
| Default icon | The icon to display to the left of every list item. |
| Icon from item data | Displays this icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/3SF9YiQI0Tli3GZo73stp_iconfromitemdata.png" alt caption size="10" width="14" height="16"} to the left of every list item.
**NOTE**: This feature is not yet fully implemented. |
| Text field | The text to display as a link. |
| Description field | The text to display as a description. |
| Ellipsis description after | Specifies the maximum number of characters each list item can contain. Values can range from 50 to 3000 characters. |
| Execute command at | Specifies whether the link requires a single- or double-click to execute. |
| Edit command | Opens the **Command Editor/Designer** dialog box. See [From the "Command" Tab of the Command Button Editor](docId\:NAmwiM_AHfHMj7QIlA1EE). |
6. Click **Preview** to see part results.
7. Click **Save**.
## Using Tree Parts and the Tree Designer
- [About Tree Parts](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Creating a Tree Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Creating a Filter for a Tree Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Deleting a Filter from a Tree Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Modifying a Tree Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Deleting a Tree Part](docId\:NAmwiM_AHfHMj7QIlA1EE)
### About Tree Parts
The **Tree Parts** dashboard part presents data in a hierarchical (tree) structure. A tree consists of nodes. The topmost node is the root. The node under the root is called a parent. The node under the parent is called the child. A parent can have only one child node. The root node does not have a parent.
From a node, you can click to go directly to the record if there is an available workspace for the record. For example, you can click a computer name on the tree and open the configuration item record for that computer.
### Creating a Tree Part
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Tree Parts**. The application displays a list of defined tree parts.
4. From the bottom of the list, click the **add dashboard item** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/SPL-yxZhnNaZcno61xUxV_dash-add-dash-item.png" alt caption size="10" width="18" height="16"} icon. The application displays the **Tree Designer** dialog box.
5. Enter information into the fields.
| Field | Description |
| -------------- | -------------------------------------------------------------------------------- |
| Tree Title | A unique name for the dashboard part. This appears in the title bar of the part. |
| Show Node Name | Specifies if name of the node appears in the tree. |
6. Create a parent node. Highlight **Root**, then from the **Tree Actions** drop-down list, select **Add Node**. The application enables the fields in the **Node Properties** section.
7. Enter information into the node fields:
| Field | Description |
| ----------- | --------------------------------------------------- |
| Node Name | A descriptive name. |
| Object | A business object. |
| Field | A field from the business object that you selected. |
| Object Icon | The icon that appears next to the node. |
8. Enter data into other fields if they appear in the workspace area.
9. Click **Update**. Your node now appears on the tree under the root node.
10. Create a child node. Right-click the node you just created and select **Add Node**. The application displays blank node properties fields.
11. Enter information into the node fields.
| Field | Description |
| ----------- | --------------------------------------------------- |
| Node Name | A descriptive name. |
| Object | The corresponding business object from the menu. |
| Field | A field from the business object that you selected. |
| Object Icon | The icon that appears next to the node. |
12. Click **Update**. The application now displays the node on the tree under the previous node.
13. Continue adding child nodes.
14. From the **Tree Actions** drop-down list, click **Preview tree** to view the tree results in the far right area.
15. Click **Save**.
See [Dashboard Examples](docId:_ByEQo3xL4OlO9jXfYHob) for more discussion of trees.
### Creating a Filter for a Tree Part
You can set up a filter for the parent node or for each child node. You can set up filters either while you are designing the tree or after you are done.
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Tree Parts**. The application displays a list of defined tree parts.
4. Click the **edit** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/yOwMLewyf7Jh4cJ7j1Crw_edit-old.png" alt caption size="10" width="16" height="16"} icon next to the tree part to create a filter for. The application displays the **Tree Designer** dialog box.
5. Highlight and then right-click a node and select **Edit Node** from the pop-up menu. The application enables the node fields.
6. Enter criteria in the filter fields. Click the **add** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/-xC2rFf08JbJHTGUTd_A3_addgreen.png" alt caption size="10" width="17" height="15"} to add filter criteria. You can add as many criteria as you want.
7. Click **Update**.
8. Click **Save**.
### Deleting a Filter from a Tree Part
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Tree Parts**. The application displays a list of defined tree parts.
4. Click the **edit** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/yOwMLewyf7Jh4cJ7j1Crw_edit-old.png" alt caption size="10" width="16" height="16"} icon next to the tree part to create a filter for. The application displays the **Tree Designer** dialog box.
5. Highlight and then right-click a node and select **Edit Node** from the pop-up menu. The application enables the node fields.
6. Click the **delete** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/x0Gj5FGSYrXBu80Fr8i50_delete.png" alt caption size="10" width="19" height="16"} next to the filter to delete.
7. Click **Update**.
8. Click **Save**.
:::hint{type="info"}
You might need to add a filter line before you can delete a filter. You cannot have zero filter lines on the workspace, but you can have a filter line with no information.
:::
### Modifying a Tree Part
You can change any part of a tree, including the title and any of the nodes.
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Tree Parts**. The application displays a list of defined tree parts.
4. Click the **edit** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/yOwMLewyf7Jh4cJ7j1Crw_edit-old.png" alt caption size="10" width="16" height="16"} icon next to the tree part to modify. The application displays the Neurons for ITSM Tree Designer.
5. Enter changes into the fields as needed.
6. Click **Save**.
### Deleting a Tree Part
You can remove a tree part from the **Tree Parts** list.
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Tree Parts**. The application displays a list of defined tree parts.
4. Select a tree part from the list, then from the bottom of the list, click the **delete** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/36wp44StYgWRScATebSZs_deleteredx.png" alt caption size="10" width="14" height="13"} icon. The application displays the **Delete dashboard part** confirmation window.
5. Click **Yes**.
## Using Pivot Tables and the Pivot Table Wizard
- [About Pivot Tables](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Creating a Pivot Table](docId\:NAmwiM_AHfHMj7QIlA1EE)
- [Filtering the Data in Pivot Tables](docId\:NAmwiM_AHfHMj7QIlA1EE)
### About Pivot Tables
Pivot tables display complex data in tabular form. Most tasks can be shown using a simple pivot table. You can show data from multiple data sets by using a hybrid pivot table. You can also filter data when designing a pivot table to limit the results that users can see.
### Creating a Pivot Table
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Pivot Tables**. The application displays a list of defined pivot tables.
4. From the bottom of the list, click the **add dashboard item** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/nApdPcl0KwzkSQDXBt8em_dash-add-dash-item.png" alt caption size="10" width="18" height="16"}. The application displays the **Pivot Table Wizard** dialog box.
5. Enter information into the fields.
| Field | Description |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Title | A unique name for the pivot table. This appears in the title bar of the part. |
| Object | The business object to view data for. |
| Templates | Templates for creating the pivot table. The first three buttons are for creating simple pivot tables. The button on the right is for a hybrid pivot table. The template buttons provide the following options:
Single-column table
Two-column table
Three-column table
Enables you to add up to two more columns. |
| Aggregate by | Data aggregation method. Choose from the drop-down list: Count, Sum, Average, Minimum, Maximum, or Percentage. |
| Measure | Business object being aggregated. Choose from the drop-down list. Available choices depend on the type of aggregation. |
| Left Axis 1 | Business object selected as the heading of the left column of a two- or three-column table. |
| Left Axis 2 | Business object selected as the heading of the middle column of a three-column table. |
| Top Axis 1 | Business object selected as the heading of the table of a single-column table; or the heading of the right column multi-column table. |
6. If you selected a hybrid table for the template, click the **add new column** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/bbE1CtFyhKToU1d7T-s98_addblue.png" alt caption size="10" width="16" height="12"} icon to add data sets. You can have a maximum of three data sets. Enter information into the **Field Title**, **Top Axis**, **Aggregate by**, and **Measure** fields for each column.
7. Click **Refresh** to preview the results.
8. Click **Save**.
### Filtering the Data in Pivot Tables
You can set filters to allow users to view only a subset of the data. For example, if you are creating a pivot table showing incident priority by owners and you only want to show those incidents worked on by specific owners, you can set up a filter such as **Incident# Owner in list *select\_owner\_names***.
However, when you apply the filter, you do not see the incidents by owner name. Only those incidents that are worked on by the selected owners appear.
1. From the Configuration Console, click **Build **>** Charts and Graphs **>** Dashboards** to open the **Dashboards** workspace. The application displays a list of dashboards.
2. Click **New Dashboard**. The application displays the Dashboard Center.
3. From the Dashboard Center accordion columns, click **Pivot Tables**. The application displays a list of defined pivot tables.
4. From the bottom of the list, click the **add dashboard item** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/nApdPcl0KwzkSQDXBt8em_dash-add-dash-item.png" alt caption size="10" width="18" height="16"}. The application displays the **Pivot Table Wizard** dialog box.
5. Click the **Filters** tab.
6. Within each field, choose the criteria for the data. The fields are different depending on which business object the pivot table is based on.
7. To add a filter, do the following:
:::Paragraph{indent="1"}
a. Click the **add** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/iA42m8Y4Twd8e6-_7vsEE_add-icon.png" alt caption width="15" height="15"} icon.
:::
:::Paragraph{indent="1"}
b. Specify the operator (either AND or OR).
:::
:::Paragraph{indent="1"}
c. Enter data into the fields.
:::
8. Click **Refresh** to preview the results.
9. Click **Save**.