Sharing a Metrics Dashboard

If you need to set up a shared dashboard, you can do it by configuring a new command and adding it as a menu option of the Metrics menu (MetricsGlobalToolbar).

When a user defines a Metrics Dashboard, it is saved as a portal workspace object with the default name <UserName>:MetricsDashboard. Only that context user has access to that dashboard.

Before you begin:

Create a Metrics Dashboard following the instructions in the Business Metrics Module User's Guide.

  1. Using MQL, rename the portal workspace object. You might need to update the access privileges for the role or group. 

    mod portal "<username>:MetricsDashboard" user "<username>" name 
"<role/group>:MetricsDashboard";

    where:

    <username> is the login name of the user who created the dashboard

    <role/group> is the name of the role or group who will share that dashboard

    For example, 

    mod portal "Test Everything:MetricsDashboard" user "Test Everything" 
name "DesignEngineer:MetricsDashboard";

    You can use this MQL code to list the workspace portals for the user: list portal user "Test Everything";

  2. Follow the instructions in the Business Modeler Guide to create the menu object and assign a command to it using this information:

    1. Create a new Menu object and attach it to the MetricsGlobalToolbar.
    2. Clone the MetricsDashboard command and modify the href to add this string to the end: 

          &portal={portalname}&user={user that owns the portal}

      For example: 

          &portal=DesignEngineer:MetricsDashboard&user=Test Everything

      The portal and all the channels and webreports included in it need to be visible to the role/ group as well.

      When you add the menu, you assign a label. When the user clicks the label in the Metrics menu, the role/group-based dashboard view displays.