Dashboard Panels

Grid Panel

OVERVIEW

The Grid Panel lists the data in the tabular format similar to as we have in the Work Items Grid.

TO ADD A GRID PANEL:

To add a panel, user need to follow simple steps given below.

  • Select the Dashboard on the main menu.
  • Click the ‘+’ icon button on select ‘Panel’ option
  • The Manage Dashboard Panel popup window is displayed with the following fields:
    • Name: Enter the Name of the Panel
    • Project: Select the Project
    • Work Item: Select any work item from the list, all active work items will be listed.
    • Filter: Select any public/private Filter.
    • Report Type: Select the Report Type as ‘Grid‘.
    • Size: Select the width of the screen to display the data from the Size dropdown list.
    • Height: Select the Height from the list of values.
    • Is Private: You can select the Is Private checkbox to make the panel private. If the Filter is private then it will be default checked. User cannot uncheck it to make it Public.
  • Press Save button

ACTIONS TOOLBAR

Refresh – Refresh the Grid Data

Edit – Edits Grid dashboard details

Edit filter – Edit the filter associated with the Grid Panel

Full Screen – Show the Grid Panel in a different window in full-size

Remove – Removes the panel from the dashboard, but not deleting it

Excel Export Current Page – Exports the records of the current page in Excel format

Excel Export Entire Result Set – Exports all records in Excel Format

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