Dashboard Operations
  • 25 Nov 2021
  • 4 Minutes to read
  • Dark
    Light
  • PDF

Dashboard Operations

  • Dark
    Light
  • PDF

This section helps you with using BizTalk360 Analytics Dashboards. It is divided into the following sections:

  • Adding a New (Custom) Analytics Dashboard
  • Editing an Analytics Dashboard 
  • Deleting an Analytics Dashboard
  • Refreshing The Analytics Dashboard

Adding a New (Custom) Analytics Dashboard

BizTalk360 allows users to create their own dashboards to personalize their experience. In this article, we will explain the detailed steps in adding a new (custom) dashboard in BizTalk360. Follow the steps shown below to create a custom dashboard.
Operations in Analytics dashboard is very much similar to using Operations dashboard. We also recommend you to read Operations Dashboard articles to get a complete understanding of the Dashboard functionality.

  1. Log in to BizTalk360
  2. Click the 'Analytics' tab in the environment panel
  3. On the 'Analytics' Screen, click 'Add Dashboard'
  4. In the Add New Dashboard blade, enter a meaningful name for the dashboard that you are creating in the environment
    The dashboard name field only accepts space and hyphen as special characters.
  5. Add default widgets - Toggle the slider to enable the default widgets in the dashboard
  6. Set as Global Dashboard - Toggle the slider to make the dashboard visible to all the users in the current environment
  7. Only Super Users will have the permissions to make a custom dashboard to be visible to all users in the environment. Normal users will not see this option while creating the dashboard.
  8. Save - Click Save to save the dashboard. If there are any validation errors (in Dashboard name), you will notice a message as Please correct all the validation errors. Once all errors are fixed, your dashboard will be created successfully and you will notice the message as Dashboard created successfully.
  9. Cancel - Click Cancel to cancel the dashboard creation process 

Editing an Analytics Dashboard

Once you have created a new analytics dashboard in BizTalk360, and you need to make any changes to the dashboard information (such as Dashboard name/global setting), you have the option to edit the name of the dashboard or set the global settings.

Follow the steps as shown below to edit a custom dashboard:

  1. Log in to BizTalk360
  2. Click the 'Analytics' tab in the Navigation panel
  3. Select the drop-down at the screen and select the Dashboard that you want to edit
  4. Once you have selected the dashboard, click the 'Edit icon' next to the Add widget option 
  5. You can Edit the name of the dashboard or Set the global settings
  6. Click 'Update' to update the dashboard. Click Cancel if you want to retain the current dashboard settings

Deleting an Analytics Dashboard

In this section, we will take a look at the steps to delete an analytics dashboard in BizTalk360. Operations in Analytics dashboard is very much similar to using Operations dashboard. We also recommend you to read Operations Dashboard articles to get a complete understanding of the Dashboard functionality.

Follow the steps as shown below to delete a custom dashboard:

  1. Log in to BizTalk360
  2. Click the 'Analytics' tab in the Navigation panel
  3. Select the drop-down at the screen and select the Dashboard that you want to delete
  4. Once you have selected the dashboard, click the 'Edit icon' next to the Add widget option 
  5. Click the 'Delete Dashboard' button. You will receive a confirmation Warning pop-up dialog box as "Do you want to delete your dashboard? You will lose all your changes."
  6. Click 'Delete' to delete the dashboard from BizTalk360. Click Cancel if you want to retain the dashboard

Points to Remember while Deleting a Dashboard

  1. Only a custom dashboard can be deleted. The Home Dashboard cannot be deleted. However, you can add/remove widgets from the Home Dashboard
  2. When Super Users delete a Global dashboard, the dashboard will be completely deleted from the database and will not be visible for any other user in the system
  3. Normal users will need to follow the same procedure to delete a custom dashboard
  4. Only Super Users have the capability to delete a global custom dashboard
  5. Once the dashboard has been deleted, all the associated widgets within the dashboard will also be automatically deleted

Refreshing The Analytics Dashboard

In BizTalk360, all the widgets on the dashboard have the capability to auto-refresh based on the 'Refresh Interval' value set for each widget. In addition, the dashboard has a Refresh functionality to refresh all the widgets in a single instant.

You will find the Refresh dashboard button on the dashboard operations area. Simply click the Refresh button to refresh all the widgets.

Dashboard Access permission 

The user access policy for the dashboard is introduced in v10.1.
Now the global dashboard can be accessed only with permission, So after upgrading to v10.1, no global dashboard will be visible to Normal users. Admin needs to provide dashboard access for the normal user in the Team Management section to view and manage the global dashboard.

Admin can provide access permission for the global dashboard based on the user roles by following the below steps,

  • Navigate to Settings ->Team Management ->Add new user/Edit existing user 
  • Select permissions for application access and click next to provide feature access permission
  • In the feature permission screen click on the custom selection, Enable Analytics->select Analytics dashboard-> click on the gear icon near the analytics dashboard which opens the dashboard access permission screen  
  • In the dashboard access permission screen, you can select the dashboards in which you wish to provide access to the user and also you can provide access to manage dashboard and widgets 
    • Manage dashboard - User can create/edit/delete the selected dashboard 
    • Manage widget -User can Add/remove/customize the widgets in the selected dashboard 
    • Export Dashboard - The user can export the dashboard as pdf.


Was this article helpful?