Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks.
Any change to a master dashboard (using the Dashboard Designer) will reset all personal views of a dashboard, so before enabling personal dashboards, take some time to ensure that the current dashboards are up to date:
It’s best practice to use a filter rather than show and hide for the rows and/or columns on a grid.
This is now more beneficial because amending the items shown or hidden on a master dashboard will reset the personal views. For example, suppose you want to display just the current quarter of a timescale. You could manually show/hide the relevant periods, but, at quarter end when the Current Period is updated, the dashboard will need to be amended, and all those personal views will be reset. If you use a filter, referencing a time module, the filter criteria will update automatically, as will the dashboard. No changes are made to the master dashboard, and all the personal views are preserved.
Inevitably there will be changes that must be made to master dashboards. To minimize the disruption for end users, create a communication plan and follow a structured development program. These can include the following:
If you are using ALM: any structural changes to master dashboards will reset all personal views of dashboards.