# About Dashboards

Dashboards support various data management tasks across different roles. Administrators and business stakeholders can access dashboards tailored to their needs. Dashboards offer customizable views, role-based security controls, and support for varying levels of complexity. Each dashboard enables efficient analysis and decision-making.

* **System Dashboards:** Gain instant insights into key metrics without setup.
  * Data Lineage Dashboard: Visualize data flow and explore details (Sankey View).
  * Data Literacy Dashboard: Monitor crawled and documented data, as well as term creation, usage, and assignment to data objects, every month throughout the year.
  * Data Quality Dashboards: Monitor data health through reports on data quality rules and issues raised through the service desk.
  * Data Quality Scores Dashboard: Evaluate data completeness, accuracy, consistency, and timeliness.
  * Domain Relationship Dashboard: Visualize connections between terms and objects across domains. 
  * Data Quality Last Execution Dashboard: Monitor the total number of objects associated with various dimensions and rules.
* Custom Dashboards:
  * Create personalized dashboards with preferred reports and organization for efficient information retrieval.
  * Organize reports using drag-and-drop functionality and labels for easy management and organization.
  * Manage reports by adding, removing, arranging, and resizing them as needed.
* Favorite Dashboards:
  * Each user receives a dedicated Favorite Dashboard for managing role-relevant reports.
  * Personalize the view by adding or removing reports.
  * Access control ensures data security by assigning reports to users with appropriate permissions.

## Dashboard Security

The "Dashboard Security" allows administrators to control access to the system and custom dashboards, ensuring data security and user visibility.

**Dashboard Types:**

* **System Dashboards:** Pre-built dashboards provide immediate insights into key metrics, eliminating the need for configuration.
* **Custom Dashboards:** Allow users to create personalized dashboards with their preferred reports.
* **Favorites Dashboards:** Individual user workspaces for managing and organizing reports based on their needs. (automatically created for each user.)

**Security Features (Administrators only):**

* Control Access: Define who can view, manage, and add reports to different dashboard types.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf6cADdPrsZ29wwy6Nz6lFZmja0GrktV0U3kEXuLD_59ZPWsBldeEmr3OE7ZqIiehzCL8akmlcif7_877yV-DaUKO1lC2uyrS-XgkIzUyb0RLNMBpSTt1tNkowIuT2cL7YPid0UeA?key=VTFj6o4PEh4-7qMuY5FTFA" alt=""><figcaption></figcaption></figure>

### Dashboard Permissions&#x20;

OE\_ADMIN can manage access permissions for dashboards (system, custom, and favorites).

* Grant/Deny Access: Control which users or roles can view, manage, and add reports to different dashboards.
* Bulk Permission Management: Efficiently update role permissions across multiple dashboards simultaneously.

**Detailed Permission Management (Optional):**

* Individual Permissions: Add, modify, or delete metadata (view/edit) permissions for specific roles or users on individual dashboards.
* Role-Based Access: Set metadata permissions for roles based on license type limitations.

**Additional Actions:**

* Define Dashboard Admin: Assign a role as admin for a dashboard, granting them the highest permissions&#x20;
* Default Admin: OE\_ADMIN or "ovaledge.role.admin" only
* Delete Dashboards: Delete custom dashboards.

### User Permissions&#x20;

<table><thead><tr><th width="163.99993896484375">CASES</th><th width="122.6666259765625">OE_ADMIN</th><th width="135.33331298828125">Author Admin</th><th width="177.3333740234375">Author Read-Write</th><th width="167.3333740234375">Author Read-Only</th><th>Viewer</th></tr></thead><tbody><tr><td>Create Dashboard</td><td>Y</td><td>N</td><td>N</td><td>N</td><td>N</td></tr><tr><td>Delete Dashboard(s)</td><td>Y</td><td>Y</td><td>N</td><td>N</td><td>N</td></tr><tr><td>Metadata Changes on the Dashboard (Title &#x26; Desc)</td><td>Y</td><td>Y</td><td>N</td><td>N</td><td>N</td></tr><tr><td>Dashboard Security</td><td>Y</td><td>Y</td><td>N</td><td>N</td><td>N</td></tr><tr><td>Edit Reports/Labels in the Dashboard</td><td>Y</td><td>Y</td><td>Y</td><td>N</td><td>N</td></tr><tr><td>Refresh Reports (Data Literacy and Data Quality)</td><td>Y</td><td>N</td><td>N</td><td>N</td><td>N</td></tr><tr><td>View Dashboard</td><td>Y</td><td>Y</td><td>Y</td><td>Y</td><td>Y</td></tr><tr><td>Favorite Dashboard (All Activities)</td><td>Y</td><td>Y</td><td>Y</td><td>Y</td><td>Y</td></tr></tbody></table>

## View Dashboard Details

In the Dashboard Security, "Author License" users can access a list of authorized dashboards with details including:

* Name: The name of the dashboard.
* Type: Indicates whether it's a System, Custom, or Favorite dashboard.
* Description: Provides a brief explanation of the dashboard's purpose.
* Created On: Shows the date the dashboard was created.
* Created By: The name of the user who created the dashboard.
* Authorized Roles & Users: Lists all roles and users with specific permissions for each dashboard.

Filtering and Sorting: Users can quickly locate specific dashboards by filtering or sorting by name, type, description, or permissions.

### Create Custom Dashboards

Users can create customized dashboards based on their specific needs.

1. Navigate to "Administration > Security."
2. Select "Dashboards" under the "Security" module.
3. Click on the “Add Button”
4. Provide a clear title and description for the dashboard.

### Edit Custom Dashboards

1. Go to "Security > Dashboards."
2. Hover over a dashboard and click the pencil icon.
3. Edit the title and description as needed.

### Delete Custom Dashboards

1. Select the dashboards to delete.
2. Click the trash icon in the top-right corner. The selected dashboard will be deleted, but the reports will remain within the application.

{% hint style="info" %}
Only custom dashboards can be deleted
{% endhint %}

## System Dashboards

The pre-built system dashboards include essential data insights and metrics. These dashboards eliminate the need for complex setup or custom reports, providing immediate access to valuable information.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXem0WCB1gq2LuWreGjvrZq7VS4rNcMpgIFq9wyHEo0ambajQxWKjzNa4hHi2Cg8iZlU6srGpuDYYhwzSrcusy5lQeZ40HoHICcbJH1dUfK4j1fazHiBgx_h2K-8hD4sgb-S-PwfMQ?key=VTFj6o4PEh4-7qMuY5FTFA" alt=""><figcaption></figcaption></figure>