Introduction:
Dashboards can be accessed through content reference link
and are primarily used for decision making. Dashboards give higher management decision
support with high level views of team activities, key metrics and real time
analysis.
Fluid Dashboards are counterpart to Classic Dashboard and
has the ability to extend them to FLUID tiles allowing access to key
information from mobile devices and are introduced with PT8.55.
They are highly role based and provide the summary of visual
information and performance. They are easy to configure and appear anywhere in
menu structure. Users can personalize dashboards according to their needs and
will have the information at their fingertips.
Business Benefits:
- Fluid dashboards are simple and intuitive to use.
- Provide an easy way for the user to access key information and gives seamless user experience across multiple platforms.
- They can be optimized across multiple form factors.
- Provides end user personalization where users can personalize based on their day to day activities.
Similarities with Classis Dashboard:
- Both the fluid and classic dashboards offers similar functionality e.g., both can be configurable and provides the summary of visual information and are role based.
- Definitions are stored in the portal registry accessed through the Structure and Content component
Differences with Classis Dashboard:
Pagelets are used to modify the objects in
Classic dashboard whereas Tiles are used in Fluid dashboard.
Steps in Developing
Fluid Dashboard:
Step 1: Dashboards
are managed under Manage Dashboard Pages component and please find the
navigation below.
Navigation: MainMenu
> PeopleTools > Portal >
Dashboard > Manage Dashboard Pages
Step 2: Provide
the required details as shown below and save the page.
Step 3: New
dashboard has been created in Fluid Dashboards section. Access the tiles
property and select the necessary tiles to publish the content on the
dashboard.
Note: By default,
tile property is set to optional which makes the tile hidden from the user. In
order to make the tile visible change the property to required and save the
page as shown below.
Step 4: Access
the dashboard from the parent folder where it was created. Below is the screenshot
of newly created dashboard.
Step 5: To access
the dashboard from homepage directly, click on actions list button and select
add to homepage and select the homepage from which the dashboard needs to be
accessed as shown below.
Limitations:
- Unlike classic dashboards, due to some performance reasons, certain types of tiles are restricted for use on FLUID Dashboards only, and cannot be displayed on FLUID Homepages.
Author: Lakshmi Deepak P
Kovaion Consulting -PeopleSoft Practice
Email: lakshmi.deepak@kovaion.com
