How To Build And Publish A Dashboard In Workspaces

Version 5

    Verified Product Versions

    Endpoint Manager 2016.x



    Workspaces provides the ability to create custom dashboards. This is useful in situations where you want specific combinations of information for certain people.


    One example of this is if an Asset Manager wanted to see Licese Optimization and Money information, but doesn't care about license compliance information, and also wanted to see Inventory Scan statistics. Such a dashboard isn't available by default, since that uses information from the Security Workspace, and Asset Workspace. In this document we'll go through creating such a dashboard, and look at available customization options.


    Building the Dashboard


    First thing you'll need to do is head to the Administration Workspace > Manage Dashboards > Create new dashboard. We'll name ours Money Dashboard.


    We'll then add a Gadget. A Gadget is an item on the dashboard that uses a Query to display data. First we'll add the "License Optimization" gadget under Chart > Software Assets > License Optimization.


    Some gadgets won't show the effects of your changes as you make them, such as the gadget below. This is OK, you can still view the results later, the gadget is not broken.




    As you can see, we've got quite a few customization options. The major ones here are the Display Type, which dictates the way we display the data, and the Gadget Name/Subheading, used to identify and describe the gadget. For this gadget, we'll use a Column type display. Once you're done deciding on your color palette and other options, click OK.


    Next we'll add another gadget, called Save Money, under Chart > Software Assets > Save Money. We'll make this one a Donut.


    Last, we'll add Inventory Scans in last 30 days, under Chart > Security Workspace > Inventory Scan In Last 30 Days. We'll make this one a Pie Chart.


    Once all gadgets are added, click "Save Dashboard". You can then click on that dashboard to see the results.



    Publishing the Dashboard


    So now we've got a pretty slick dashboard, but it's not available to anyone yet, because we haven't published it. When you Publish a dashboard, you make it available to users based on Role, Group, or you can just make available to everyone. This determines who can see this dashboard and use it.


    To publish a dashboard, head to Manage Dashboards in your Administration Workspace. You should see your dashboard and it should list "Unpublished"




    Click the 3 dots at the right end, and select "Publish to roles" or "Publish to Groups" depending on how you want to determine permissions, or "Publish to all" to publish to all users. In this case, we'll publish to the Asset Manager role.


    Screenshot_19.png Screenshot_20.png


    Last, you need to add the dashboard to a Workspace. In this case, we'll add it to the Asset Manager Workspace. You can do this in the Administration Workspace under Manage Menu.


    Click "Add" on the Asset Manager Workspace, then select the dashboard, decide on a Title if you want to change it, then click Save.




    You should now see the Money Dashboard in your Asset Manager Workspace, if you have the Asset Manager role.




    There are many more ways to customize your own dashboards that aren't covered in this guide. The best way to decide what works for you is to try out different setups and see what you like.