OneView Dynamics - How to Create a Dashboard

This article provides an overview on how to create Dashboards in OneView Dynamics platform. Below is a brief summary of the topics in the article.

 

• Accessing OneView – Dynamics Admin Stage
• Creating views
• Creating the Dashboard
• Sharing the View and Dashboard

Accessing OneView – Dynamics Admin Stage

• To create a dashboard in OneView – Dynamics you have to login in the Admin Stage for the requested or desired customer.
• Once you open the link for the customer stage admin you want to create the dashboard in your browser, select Rock Solid Azure AD as shown below.

 

• You will have to enter your credentials and select the icon table named “OneView

 

 

• Inside the customer’s Stage Environment you will be able to watch all the dashboards and views shared with your user profile.

Creating Views

• In order create a dashboard a view must be created. To create a view go to the advanced find icon on the upper right corner.

•  Wil pop-up a new window, then select for the “look for” dropdown menu the option and then the “Use Saved View” dropdown menu as well or use the “[new]” option.
• Then use the filtering options to get the information you want to see in the view
• For example you want to view cases for specific team. Select the owner option >> Equals >> click On the “Enter Value” in the pop-up window you can look for user or teams (The example below, show a Team look up option), you can scroll through the options or type the name of the user or team. Check the box >> Click on Select >> Add. Now the team or user is added.

 

• Once you select all the options and filters that apply, click on “Results” and the information should be displayed.
• To record or save the view you just created click on the “Save” icon, type the name you want for the view and click on save.

 

Creating Dashboard

• In the main page of the customer stage environment click “+ New” >> Dynamics 365 Dashboard.

• Choose the layout that best fit you and click “Create”

 Note: You can edit the layout that you choose to remove or add columns. Also, can increase or decrease the width and height of each column. (In the example below was selected 3-Column Regular Dashboard and left only 1 column and width and height were increased to match the view requested) The option is in the 3 dots icon. Also when trying to remove the squares that you don't need you just have to click on the Assistant button and select the square you want to remove, then in the buttons available, remove button will appear for you to delete the square. Check image below.

• To insert the View click on the list icon

• Select the record type and view you just created >> Click Add >> Save and Close

 

Sharing the View and Dashboard

• When you create a view or dashboard by default is only visible for the user that created the view, to share the view, go to Advanced find >> Saved Views >> Select the view >> Click on the share box.
• It will appear a window to select the users or teams which you want to share your view.
• You will have to select the permissions for the users selected or team (read, write, delete, append, assign, share) Note: Delete permissions is not common practice.
• To share the Dashboard >> Click on “Share Dashboard” icon >> and follow the same process above to select users or team and assign the permissions.

 

You can view a demonstration video in this link 20240731 - OneView Dynamics - Dashboards and Advanced Finds of this KBA.