Personal Dashboards

This section contains the following topics:

About Personal Dashboards

You can create personal dashboards that display the specific information you want to see. You can create custom portlets to use in a personal dashboard, or if you have the appropriate access rights, you can use stock portlets.

For more information, see the Personalizing CA Clarity PPM User Guide.

You can also view dashboards that other users have shared with you.

You can export the contents of a dashboard or an individual portlet displayed in the dashboard to Microsoft Excel or PowerPoint. The maximum size for Export to Excel or Export to PowerPoint is 300 records. If you use the Export to Excel (Data Only) option, there is no limit to the number of records that can be exported.

Note: You cannot export interactive portlets. These portlets are HTML portlets and cannot be exported.

You can fit the exported information to a page. This option is helpful if you are exporting information to PowerPoint for a presentation. You can also elect to place each exported portlet on a separate page. This approach avoids having all portlets fitted onto a single page as they might appear in a dashboard.

More information:

View a Dashboard

Export a Dashboard

Export a Portlet

View a Dashboard

Follow these steps:

Open Home, and from Personal, click Dashboards.
The dashboard list page appears showing dashboards created by you or shared with you by other users.
Do one of the following to view a dashboard:
- Click the icon next to a dashboard in the list.
- Click the name of a dashboard to open the details page, and from the Actions menu, click View Dashboard.

More information:

About Personal Dashboards

Export a Dashboard

Export a Portlet

Export a Dashboard

A dashboard can be exported from the details page, or from a dashboard displayed for viewing.

If you are exporting a chart portlet, the chart displays in native Microsoft Office chart format.

Follow these steps:

Open Home, and from Personal, click Dashboards.
The list page appears.
Click the name of the dashboard you want to export.
The details page appears.
In the Export field, select the appropriate check boxes to indicate how you want the portlets to appear in Excel or PowerPoint.
- To fit all exported portlets on a single sheet or page, verify that both check boxes are clear. If you are exporting to PowerPoint, some portlets can be truncated if the number of portlets is larger than the PowerPoint page can accommodate.
- To export each portlet to a separate page with the current dashboard size, select One Page per Slide/Sheet.
- To export each portlet to a separate page and fit the portlet to the page, select both One Portlet per Slide/Sheet and Fit to Page.
Open the Actions menu and click Export to Excel or Export to PowerPoint.
The File Download dialog appears.
Click Open to display the file without saving, or click Save to save the file.

More information:

About Personal Dashboards

View a Dashboard

Export a Portlet

Display the dashboard for viewing to export an individual portlet. Some stock portlets are restricted and cannot be exported. If a portlet is restricted, the Export to icon for exporting does not appear in the Options toolbar.

Follow these steps:

Display the dashboard to view the individual portlets.
On the portlet you want to export, open the Options menu on the portlet toolbar and select one of the following options:
- Export to Excel. This option exports the portlet information to Excel, including any portlet charts.
- Export to Excel (Data Only). This option exports the portlet information to Excel but does not include charts.
- Export to PowerPoint.This option exports portlet information to PowerPoint, including any portlet charts.
The File Download dialog appears.
Click Open to display the file without saving, or click Save to save the file.

More information:

About Personal Dashboards

View a Dashboard

Export a Dashboard