Customizing Dashboard Views

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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.

 

Tier Availability: Track, Team, Business

 

Article Contents

 

 

 

Dashboard 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 Dashboard 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 Dashboard 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. Use the column's handle (left of the column name) to drag the column its new position.

 

Method two:

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

 

 

Dashboard 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 Dashboard 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. Ensure the desired column has been added to the Dashboard. PensionPro may not be able to properly group data if the column is hidden.
  3. Use the column's handle (left of the column name) to drag the column to the Row Groups box at the bottom of the panel.

 

Method two:

  1. Locate the column header within the grid.
  2. Drag the column name to the gray section 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. Use the arrow to the left of the group name to expand or collapse the grouped items. To quickly expand or collapse all groupings, select the arrow on the far left side of the column header row.

 

 

Sorting Dashboard Column Data

 

To sort Dashboards items by the data found in a column, select the header of that column. Doing so once will sort in ascending order; selecting again will sort in descending order. Select 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 selecting the name of the grouping either above the grid or in the Columns Panel.

 

 

Filtering Dashboards

 

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 all data currently available in the Dashboard.

 

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

 

 

Filter Row

 

The row of fields directly beneath the column headers 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. Multiple filters can be applied using this method.

 

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 divided 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 used. Optionally, two filters may be combined via AND-OR logic.
  • The lower section contains each unique value found 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 cleared.

 

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

 

 

Dashboard 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 view 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
  • Display Density
  • Hide/Show Filter Row
  • Wrap Text

 

Specific details for these items 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.