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Viewing Published Dashboards (Beta)

Published dashboards are distinguished by an icon that appears in the entity Dashboard grid where the dashboard was published. 

  • published dashboards (with no schedule) display a "Published Dashboards" iconpublished_icon.png in the Published column of the dashboard grid
  • published dashboards with a schedule show an icon with a clock 2021-03-11_11-09-20.png
  • published dashboards with expired schedules show the icon with a line through it 2021-03-12_11-18-49.png

The screenshot below shows an entity Dashboards grid with a published, published with schedule, published with expired schedule, and unpublished dashboards.

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View Published Dashboards

To view a published dashboard, right-click the dashboard and choose View Published Dashboards (or select the dashboard and choose Actions > View Published Dashboards). This displays the snapshot of the dashboard, informed by the publisher's permissions to view certain data.

2021-03-12_14-20-01.png

Note that double-clicking runs the unpublished dashboard. This displays the dashboard with current data and given the user's permissions.

Viewing Drilldown Links

Any drilldowns on reports that are included in published dashboards will be visible to all users, and the links will be active for Full and Stakeholder users who are logged in. If not logged in, the Full/Stakeholder users will be prompted to do so upon clicking a drilldown link. 

Refresh Dashboard Content

  • Published dashboards display static data that is not updated until the dashboard is republished.
  • If changes are made to a published dashboard component, the change(s) will be included the next time the dashboard is published (either by the next scheduled run, by using the Republish button, or by unpublishing and then publishing again).
  • If when viewing a published dashboard a user wants to see current data, they have two options: they can rerun the dashboard to refresh data based on their permissions, or they can rerun the dashboard to refresh the data informed by the dashboard publisher's permissions.

To refresh, locate the menu in the top-right corner of the dashboard container.

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  • "Rerun as Publisher" refreshes the published dashboard with current data derived from the publisher's permissions (does not republish)
  • "Rerun as User" refreshes the published dashboard with data derived from the user's permissions (data the user is permitted to see) (does not republish).

It is imperative to remember that published dashboards are a snapshot; the only way a published dashboard will display new data globally is if the dashboard is Republished. For individual users, Rerun as Publisher and Rerun as User refresh the data for the current user, but does not republish the dashboard. So you can refresh the data (locally) more frequently than the dashboard is republished. 

Viewing Previous Published Dashboards

Every time a dashboard is published, PPM Pro retains a copy of the dashboard publication. For example, imagine you schedule a dashboard to be published weekly on Fridays - as soon as you publish the dashboard on a schedule, an initial publication is made so that the URL can be established. From then on, every Friday another publication will be created, until the dashboard publishing schedule expires. So the first Friday after you performed the initial scheduled publish, you will have two previous publications (the initial publication and the first automatically scheduled publication on Friday). After the second Friday, you'll be able to view 3 previous publications. After the third Friday, 4 previous publications, and so on. You can view previous publications side-by-side by viewing each in a new tab/window, or you can export previous publications (not yet supported, but coming soon) and print. For example, you can export previous publications to Excel and use its Spreadsheet Compare feature to compare differences. Previous publications can be used to baseline and compare over time any reportable data.

You can access these previous publications by right-clicking the published dashboard and choosing View Previous Publications (or selecting the dashboard and choosing Actions > View Previous Publications). The screenshot below shows the Previous Publications grid for the Example dashboard, from where you can view a previously published version by double-clicking it (or clicking the View button), or Delete the selected version.

2021-03-12_14-26-46.png

The Date Last Viewed and Last Viewed By columns relate to when the previous publication was last viewed and by whom.

Deleting a Published Dashboard

Deleting a dashboard completely removes it, its previously published versions, and its publishing schedule from the system. If you just want to prevent the dashboard from appearing from an entity grid and leave it in the system, edit the dashboard, click the Scope tab, and uncheck the grid(s) the dashboard appears on.

You can delete a published dashboard by locating it on the entity Dashboard grid, right-clicking and choosing Delete from the context menu (or select dashboard and choose Actions > Delete). Note the following confirmation dialog:

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Exporting Published Dashboards to Excel (not yet supported, but coming soon)

You can export published dashboards, and their previous versions, to Excel.