Creating Dashboards in SAP LeanIX

Now that you have learned the fundamentals of creating a dashboard, consider these design steps to create a dashboard that effectively communicates insights for viewers.

STEP 1: Think About Target Audience

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When creating your dashboard, it is important to consider who will be viewing it and what information that they need. For example, a dashboard for leadership may not need details, but must show high-level key insights. In this case, information should be condensed and focused. Alternatively, a team of specialists using a dashboard may require more detailed information available for their understanding.

STEP 2: Provide Context Information

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Use the custom message panel to add valuable context to a dashboard displaying key information to support users in their understanding. Custom message panels can also provide viewers with additional steps, such as instructions or updates directly within the workspace.

STEP 3: Include Visuals

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Add visuals to enhance navigation. Start with an introductory section explaining the dashboard's purpose, and incorporate links to key sections within the workspace to guide users efficiently. Another idea is adding the company logo at the top for easy recognition.

STEP 4: Use Subtitles

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Subtitles are available within panel configurations and can be utilized to enhance reports or diagrams by providing clear explanations about the information it displays.

SUMMARY

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Dashboards can be powerful tools for presenting data effectively. When creating a dashboard, several key considerations can help maximize its impact. Start by thinking about your audience and meeting their information needs. Provide context through custom messages or subtitles to ensure clarity, and use visuals strategically to make dashboards more accessible. These elements work together to create a very meaningful dashboard.

Learn how different dashboard elements can be edited for a personalized experience: View table below for details on the numbered elements.

Global Filter (1) The Dashboard Global Filter feature applies filters across multiple dashboard panels. This approach allows for the customization and reuse of dashboards across different stakeholder groups or business units without duplicating or individually editing panels. The filtered content in each affected panel streamlines the data presentation process, making it more efficient and tailored to specific needs. Global filters effect the following types of panels: Reports Fact sheet charts Saved searches
Resize Panel (2)) Hover over the panel border until the cursor transforms into a double-sided arrow, click and hold the border, then drag it to achieve the panel size desired.
Widgets (3) Diagrams can be added to dashboard panels as widgets. When you add a diagram as a widget on a dashboard, any filters you have applied will be retained.