31.4 Creating and Personalizing Governance Dashboards

Identity Governance uses widgets to display content in the dashboard. Authorized users can personalize the out-of-the-box dashboards or create new dashboards that display content from provided widgets, or custom widgets created by your organization.

You can move and resize the widgets in a dashboard to customize the dashboard layout. If the widget is a custom widget, and that widget contains a large number of data types, resizing the widget and moving the placement of the legend may be necessary to display all the data and the complete legend.

To create a dashboard:

  1. Log in as a Customer or Data administrator.

  2. On the Governance Overview page, click the plus sign (+).

  3. Type a name and description for the new dashboard.

  4. Click the gear icon.

  5. Select default or custom widgets you want to add to the dashboard.

  6. (Optional) To customize the settings of a custom widget added to your dashboard:

    1. Click the gear icon in the custom widget.

    2. To configure the widget to display a time stamp, click Show Timestamp.

    3. To configure the widget to display the chart legend, click Show Legend.

    4. (Conditional) If the widget is a bar or timeline chart, select the position in the widget for the legend.

    5. (Conditional) If the widget is a bar or donut chart, select the series and size.

  7. Click Apply.

  8. Click Save.

To personalize a dashboard:

  1. Log in as a Customer or Data administrator.

  2. Click the folder icon on the Governance Overview dashboard to perform any of the following actions:

    • Add and remove tabs.

    • Drag and drop to rearrange dashboard tabs.

    • On each tab, click the corner of a widget and drag to resize the widget.

    • On each tab, use the Rearrange icon on the upper-right corner of the widget to drag and drop the widgets to other positions on the dashboard.

  3. Click Save, and specify whether to save the dashboard in your settings, or to save as a default for all users.

HINT:To clear preferences, on the title bar, select your name > Clear Preferences.

To reset to default view:

  1. Log in as a Customer or Data administrator.

  2. On the Overview page, click on the folder icon next to the page title.

  3. Click on the restore icon on the settings panel upper-right corner.

  4. To retain your local customized view and reset the global default view for all other users, click Restore configuration and keep my local settings.

  5. To reset your view to the global default view, click Reset my view to global default.

NOTE:You can also reset your view and all other users’ view to the global default, by clicking on your user name on the upper-right corner of the application title bar, then using respective My Settings menu options.