How To: Getting started with dashboards

The dashboards section in Hansoft is very powerful to help you make good decisions from the data available in the tool. As it is a very flexible dashboard solution this article aims to give a gentle introduction to new dashboard users.

How to find Dashboards

You will find the dashboard section by pressing DASHBOARDS on the top navigation bar.

Within the dashboard section you will have multiple tabs. You probably have "My dashboard page" which is default. If you see more tabs like in the example below it is because someone has shared it with you or you have created it yourself by pressing the "+" icon next to the tabs.

Creating the first chart

Let's start by creating a chart showing the current status of all items in one project.

1. Start by pressing the Chart button. This will generate a chart object on your currently selected dashboard tab. A dashboard can have as many charts as you like.

2. Select the type of chart you would like to show (in this example I have selected a pie chart). Each type of chart have different options and alternatives (for this example use the pre-selected bar chart or pie chart).

3. Filters are used to define what items you want to see. Note that the dashboards are independent from the projects so you need to explicitly define by finding your projects and double-press it to add it as an active filter (a blue bar). You can add multiple filters (reports or projects), this corresponds to an OR statement so it will include everything in both filters.

4. Next we will add dimensions. That is, non-numerical attributes and columns. As we want to see the "Status completion" which is a project column that can be found and activated under the Project Columns.

5. The measures are the numerical attributes. For this example we have added "Number of items" which simply counts all the items but it could just as well be points, estimated days or other attributes you have defined in the project.

Using the Chart Wizard

An alternative way to add a chart is to use the Chart Wizard which is available from within the projects. You can right-click on any sub-project, sprint or parent in the product backlog and select Create dashboard chart...

This gives you a simplified view where you can select the chart type, the measure and on which dashboard page you want the chart to show up. In this example I simply press OK.

This will create a new chart next to the one we created first:


Now think through what charts you want to create. Here are some guides for more complex charts:

You can always reach out to Perforce Support and we help you setup the charts you want.

Once you have grouped on the relevant dashboard tabs you can use the Share function to let other users and user groups see and work with you on the same dashboard page.