Customizing Dashboard Views

While PensionPro's Dashboards are already useful in their role of presenting items of importance, advanced users may appreciate the additional versatility provided by the ability to customize Dashboards. The columns shown may be added or removed as desired; these columns may then be grouped, sorted, and filtered to display Dashboard data in a limitless number of ways.


For more information on the different types of Dashboards and how they are used, refer to the article Dashboard Basics.


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Article Contents




Column Layout


Grid columns that won't be used can be removed to reduce Dashboard clutter; these columns can be added back at any time. Some Dashboards—such as the My Tasks Dashboard—can use columns that aren't present by default. Columns can also be rearranged for convenience.



Adding & Removing Columns


To add or remove a column from the Dashboard grid:


  1. Select Columns on the right-hand side of the grid to open the Columns Panel.
  2. (Optional) Use the search bar at the top of the Columns Panel to filter columns by name.
  3. Select the checkbox to the left of the desired column name to add or remove it from the grid. Changes are immediately applied.
    • To expedite the process of managing columns, the checkbox at the top of the Columns Panel (next to the search bar) can be used to quickly add or remove all columns (or all visible columns if filtering was applied in step 2).


Note: Some columns may be required depending on the Dashboard. PensionPro requires at least one column to be selected.



Reordering Columns


Columns can be rearranged via one of two methods. Any ordering changes are immediately applied.


Method one:

  1. Select Columns on the right-hand side of the grid to open the Columns Panel.
  2. For the desired column, click on the column's handle (located between the column name and the add/remove checkbox).
  3. Drag the column up or down to its new position.


Method two:

  1. Click the column header within the grid.
  2. Drag the column left or right to its new position.



Grouping & Sorting


To better organize the Dashboard, grouping can be applied to columns so that similar items are shown together. For example, Tasks on the My Tasks Dashboard could be grouped by Project Name or Plan Type. Additionally, Dashboard items can be sorted alphabetically or numerically by any column.



Grouping Columns


Grouping can be applied to columns via one of two methods.


Method one:

  1. Select Columns on the right-hand side of the grid to open the Columns Panel.
  2. For the desired column, click on the column's handle (located between the column name and the add/remove checkbox).
  3. Drag the column to the Row Groups box at the bottom of the Columns Panel.
    • The column should be added to the Dashboard before grouping is applied in this way; otherwise, PensionPro will not be able to properly group the data.


Method two:

  1. Click the column header within the grid.
  2. Drag the column to the gray area above the column headers.


Grouping can be applied to multiple columns at once; for example, Tasks could be grouped first by Plan Name, and then grouped by Project Type under each Plan. The grouping order can be changed by clicking a grouping (either above the grid or in the Columns Panel) and dragging it to its new position.


When grouping is applied, groups are collapsed by default. Clicking on the arrow to the left of the group name expands the grouping, displaying the items inside; clicking it again collapses the grouping. To quickly expand or collapse all groupings, select the arrow on the far left side of the column header row.



Sorting Data


To sort Dashboards items by the data found in a column, click within the header of that column. Clicking once will sort in ascending order; clicking again will sort in descending order. Click once more to remove the sorting. Sorting may only be applied to one column at a time.


Groupings can also be sorted in a similar manner, by clicking the name of the grouping either above the grid or in the Columns Panel.





Applying filters to a Dashboard is a useful way to display only the data that is relevant. Filters can be applied in a variety of ways.



Quick Filter


PensionPro provides the ability to quickly apply one filter to the entire Dashboard, making it simple to find relevant records.


Enter the desired filter text in the Filter: field found directly above the Dashboard. PensionPro will begin to filter items as text is entered. This filtering is applied to data within all columns; in other words, text matching is performed across the entirely of the Dashboard grid.


To remove the filter, delete the text from the Filter: field.



Filter Row


The Dashboard row directly beneath the column headers is the Filter Row. The Filter Row provides a means of filtering items in a manner similar to the Quick Filter; however, the filter is only applied to the data in the corresponding column.


If desired, the Filter Row may be hidden; refer to the section Customization Preferences.



Column Filters


More advanced filters can be applied on a per-column basis via the Filter menu. The Filter menu can be accessed by selecting the Filter icon in the column header, or by expanding the appropriate column name in the Filters Panel on the right-hand side of the grid.


The Filter menu is broken split into two sections:


  • The upper section allows custom text filtering to be applied; filtering options such as Not Equal, In Range, or Blank can be applied. Optionally, two filters may be combined via AND or OR logic.
  • The lower section groups all unique values within the column. Each value has a checkbox to its left; all items matching a value are shown when the checkbox is selected, or hidden when the checkbox is deselected.


Using the Filter menu, filters can be applied to as many columns as desired.



Customization Preferences


In addition to the methods described above that can be used to organize the contents of a Dashboard, a number of user preferences exist that can alter the Dashboard's appearance and behavior.


These settings can be found within User Experience Preferences. To locate these preferences:


  1. In the PensionPro header at the top-right, select Moremore_header.png > View My Account. The Account Information grid opens in a new Employee tab.
  2. In the Views list on the left, expand Preferences, then select User Experience. The corresponding grid displays.


The following preferences are used to customize the Dashboard:


  • Remember My Grid Preferences: If set to Yes, changes made to grouping and sorting will persist when a Dashboard is re-opened. If No, the Dashboard is reset each time. Specifically:
    • Columns added or removed from the Dashboard will always be saved, regardless of this preference.
    • Column ordering, grouping, and sorting are affected by this preference.
    • Filtering does not persist regardless of this preference.
  • Display Density: Determines the spacing used for grid items. Regular is default; Compact reduces spacing, allowing for more items on screen at one time.
    • This setting affects all grids throughout PensionPro.
  • Hide/Show Filter Row: Set to Show or Hide the Filter Row described above.
  • Wrap Text: Determines whether lengthy text in a column wraps to the next line, or is cut off, based on column width.


More information on the settings found within User Experience Preferences can be found in the article User Account & Preferences.



Frequently Asked Questions


  • Is there a way to limit tasks shown on my Dashboard based on their due date?
    Yes; the lower portion of the Filter menu can be used to select just the dates that should be shown; alternately, use the In Range operator in the upper portion of this menu to set a specific range of dates to show.

  • Is there a way to display the participant name for Distributions on the Dashboard?
    Yes; on the appropriate Dashboard or Worktray, add the Project Description column using the instructions outlined in the section Adding & Removing Columns. The participant's name is automatically added to the Project Description at the time the Distribution is launched.