How to: Modify Dashboard Template to View in Excel
A Dashboard is a global view across projects using Excel. You can set filters and display format base on standard criteria.
1. From the Project Center click the Reports button then select Dashboard. The Dashboard Template screen is displayed.
2. Highlight the template that you want to modify then click the Modify button to bring up the Properties screen to modify the dashboard criteria.
3. In the Filter tab change your criteria by using the Add, Modify or Remove button.
4. From the Definition tab select Fields the Definition View Field Setup screen is displayed. Use the Add and Remove button to make changes in your field’s selection and the Move Up and Move Down buttons to sort the fields that you want to view in Dashboard. Click OK to return to the Properties screen.
5. From the Properties screen clicking the Columns button will let you change the Format, Caption and Column Width. The Caption field gives you the capability to customize your column title. For example: You can change to the Title to Jane’s Title in the Caption field.
6. The Projects can be sorted in the Ascending or Descending order by selecting the field type from the drop down menu. Click the OK button to return to the“Properties screen.
6. To modify the font types and criteria click the Format Cells button. The Definition Other Setup screen is displayed.
a. Dashboard background color and font type can be modified from the Column Title section.
b. To modify the font type in the Dashboard tasks click the Font button in the Row section.
c. Click the Add and Remove button to modify the Dashboard criteria for each fields. Select the Add button the Condition screen is displayed.
i. Select the Field to add in the criteria.
ii. Select the Condition to add in the criteria.
iii. Enter the Value to add in the criteria.
iv. Click the Color button and choose the color for the criteria. Then click the Add to List button.
v. Click the criteria set will let you change to the new color. Click OK to close and return to the previously screen.