Managing dashboards in the Activity Center app

Easily leverage Projects app and Results app datasets to create your own custom dashboards in the Activity Center app. Curate data visualizations that you can publish and share with others in your organization and leadership for collaboration and discovery. The Activity Center app is based on Amazon QuickSight technology. To learn more about it, see Amazon QuickSight documentation.

Note

The Activity Center app is available for GovCloud with the exception of access to Results app datasets.

How it works

From the Activity Center app, you can create dashboards from the available Projects app and Results app datasets. The Projects app datasets include Actions, Certifications, Controls, Control Performances, Control Tests, Fieldwork, Issues, Planning Files, Projects, Requests, Reviews, Risks, Timesheets, and Todos. The Results app datasets available for dashboard creation depend on what a Results Admin publishes to the Activity Center app, see Publish the Results app data to the Activity Center app.

Using these datasets, you can create an analysis. In the analysis, you prepare data, add visuals and filters, and then publish it as a dashboard that can be shared. These dashboards can also optionally be connected with and shared to Boards sites. For more information on where in the Projects app datasets pull from, see Native Out-of-the-Box (OOTB) datasets.

Managing in-app pinned dashboards

In supported Diligent One apps, users can view and interact with Activity Center dashboards directly in the app interface. This in-app experience shows a pinned dashboard and supports personalized dashboard selection.

Default experience On first use, a default dashboard is pinned and displayed with no additional setup by the user.
Personalization Users can select a different dashboard from available dashboards to pin as their preferred view.
Preference persistence The selected dashboard remains pinned across sessions until the user changes it.
Authoring in context Users with author permissions can open and edit dashboards from the in-app dashboard experience.

Note

Dashboard availability in the in-app experience depends on dashboard sharing settings and user access permissions.

Roles and permissions

To create custom dashboards, you must be a Report Admin or Report Writer (as defined in Available roles) in the Reports app to create and manage a dashboard in the Activity Center app. Only users with the appropriate roles within a project can read the dataset for the Project Planning data. These roles are as follows: Oversight Reviewer, Oversight Executive, Limited Professional User, Professional Manager, and Project Manager Admin. For more information on what the various roles and permissions can access, see Roles and permissions.

Create an Activity Center dashboard

You can create a dashboard from three entry points in the Activity Center app:

From Blank Select Create Dashboard > From Blank to start a completely new dashboard with dataset selection.
From Template Select Create Dashboard > From Template to base your dashboard on a pre-built template. For more information, see Creating an Activity Center dashboard from Template.
Manage Dashboards Select Manage Dashboards > New Analysis to build a dashboard from an existing analysis session.

To create a dashboard from blank or from an existing analysis:

From the Platform home page (www.diligentoneplatform.com), select the Activity Center app to open it.

If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Activity Center app.
Do one of the following:
- Select Create Dashboard > From Blank to start a new dashboard.
- Select Manage Dashboards > New Analysis to build from an existing analysis.
Do one of the following:
- Select an existing analysis if you want to build a new dashboard from a previous session.
- Select New analysis to build a new dashboard starting with dataset selection.
  Note
  To create dashboards leveraging Results app data, the data needs to be published as datasets from the Results app by a Results Admin. The Results Admin can also enable datasets to be published automatically which publishes regular data updates every 24 hours by default. See Publish the Results app data to the Activity Center app.
  For data integrity, Results dataset display names need to be unique. Else, when opening an analysis in Activity Center to create a dashboard, it would be difficult to distinguish between fields with the same name. To avoid this scenario, in the event that a conflict is detected, the Results connector automatically drops the display name and uses a unique column name for impacted fields. As a result, display names may appear differently by reflecting the column name for easy tracking and to help ensure that field names are unique.
To create a graph, drag and drop attribute fields from the Fields list into the graph area.

Note

If the preview data is not up to date or non-existent, the dashboard may need to be published to refresh the data. If this is the case, follow step 7 to publish the dashboard. The dataset refresh on a published dashboard can take up to 45 minutes to update at which point you will be able to view the refreshed data in the published dashboard and in the analysis.

Optional. There are various features available to help you get the most out of your data such as filters and themes. To leverage the QuickSight tools and features that maximize your data to deliver refined dashboards, see Visualizing data. At minimum, the following is recommended:

Optional. Confirm whether the automatically-applied chart is appropriate for your purposes or choose another option from Visual types such as bar chart, heat map, pie chart, etc. As you build your data visualization, a Visual type is automatically applied. You can test out various types to see what works best. See Visual types.
Optional. Rename the analysis so you can easily relocate it later. An analysis has a default name based on the dataset used. In the Analysis name box in the application bar, select the current name and enter a new name.

Make all other changes as required and do one of the following:
- Save your analysis if you are not ready to publish a shareable dashboard. An analysis is essentially a draft dashboard. Either manually save your analysis using Save as, or if Autosave is on, no further action is required.
- If you are ready to publish, Select Share and select Publish dashboard. The Publish a dashboard dialog box appears.
To publish a dashboard, do one of the following:
- To create a new dashboard, select Publish new dashboard as, enter a name, and Select Publish dashboard. A dashboard is created, published, and is available to you in the left navigation panel of the Activity Center app.
- To replace an existing dashboard, select Replace an existing dashboard, select the dashboard you want to replace from the dropdown list, rename that dashboard if you would like to, and Select Publish dashboard. The selected existing dashboard is replaced with the new one and is available in the left navigation panel of the Activity Center app.
Note

Publishing can take time. If you do not see your changes in a few minutes, refresh the page.

To learn more about publishing a dashboard in QuickSight, see Publishing Dashboards.

Sharing Activity Center dashboards

If you are a Report Admin or Report Writer, you can share dashboards with specific individuals, assign custom permissions such as view or edit.

Dashboards can also be connected and shared with Boards sites. See Connecting Activity Center dashboards with Board sites.

From the Platform home page (www.diligentoneplatform.com), select the Activity Center app to open it.

If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Activity Center app.
In the Dashboards section, open the dashboard you want to share.
From the dashboard, select Share. A Share [dashboard name] dialog box opens.
Select from the following options or a combination:

Feature	Access level	Descriptions
Anyone in organization	No access (default selection) View only	Share the dashboard with every user who has a Report access in your organization. Users will only be able to view the dashboard, unless more granular permissions have been assigned to the user.
Add a user	View only Full access	Type the name or email of the user in the search bar and select their dashboard access level.
Remove user access	Remove	Remove granular access of the user to the dashboard. You can not delete the dashboard owner or your own access.

Note

When configuring sharing settings, be aware that granular sharing permissions can override organization-level sharing settings. Additionally, organization-level sharing may still grant access to users even if they have been removed from individual sharing permissions.

Caution

When sharing a dashboard, be aware that users might not have access to all dataset information. For example, Project datasets may have restrictions based on subscription type and the user's project access.

Select Invite.
This closes the Share [dashboard name] dialog box and makes the dashboard available to shared users. If a user is a Report Admin or Report Writer and has full-access to the dashboard, they will also have Edit, Share, and Connect to Boards capabilities for this dashboard.
Important
Users with full-access to a shared dashboard can edit its analysis, and any changes made will be visible to all users with access.

Managing Activity Center dashboard author limits

Currently, the author limit for dashboards is for the first 64 dashboard authors and cannot be increased at this time. Which authors are included within this limit is on a first come, first served basis. However, if you receive an error message that the limit has been reached and you need authoring access, a System Admin would need to remove one of the existing authors to allow a new author to access dashboard creation. See Adding and managing users.

Creating an Activity Center dashboard from Template

For information about creating a dashboard from a template, see Creating an Activity Center dashboard from Template.

Edit an Activity Center dashboard

Follow these steps to do either one of the following:

Create a new dashboard from an existing dashboard.
Replace an existing dashboard with a new one.

From the Platform home page (www.diligentoneplatform.com), select the Activity Center app to open it.

If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Activity Center app.
In the Dashboards section, find the dashboard you want to edit.
From the Actions menu , select Edit dashboard.
Make your changes, Select Share and select Publish dashboard.
The Publish a dashboard dialog box appears.
Do one of the following:
- To create a new dashboard, select Publish new dashboard as, enter a name, and Select Publish dashboard. A dashboard is created, published, and is available in the left navigation panel of the Activity Center app
- To replace an existing dashboard, select Replace an existing dashboard, select the dashboard you want to replace from the dropdown list, rename that dashboard if you want to, and Select Publish dashboard. The selected existing dashboard is replaced with the new one and is available in the left navigation panel of the Activity Center app.
  Note
  Publishing can take time. If you do not see your changes in a few minutes, refresh the page.

To learn more about publishing a dashboard in QuickSight, see Publishing Dashboards.

Optional. For how to share dashboards, see Sharing dashboards.

Caution

If a dashboard has been connected to Boards sites with an approved status, the approved status is revoked once a dashboard is updated. As a result, the dashboard can no longer be viewed by Directors and needs to go through the approval process again.

Delete an Activity Center dashboard

Follow these steps to delete a dashboard.

From the Platform home page (www.diligentoneplatform.com), select the Activity Center app to open it.

If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Activity Center app.
Select Dashboards from the left navigation panel. The Dashboards page opens.
Select the three dots on the dashboard that you want to delete, select Delete, and then Select Delete.
The dashboard is deleted and removed from the Dashboards section.

Caution

Selecting Delete permanently deletes the dashboard from the account and it disappears from all folders (if you used folders to organize your dashboards). This cannot be undone. However, you can still access and create other dashboards from the analysis that the deleted dashboard was published from.

Native Out-of-the-Box (OOTB) datasets

Activity Center draws on native out-of-the-box (OOTB) datasets from several Diligent apps. For the complete list of available datasets and their data sources, see Native Out-of-the-Box (OOTB) datasets.