Configure Workbench Dashboards

Workbench Dashboards allow you to visualize data for Workbench Reports that depend on the same Principal View. You can configure Workbench Dashboards in the following ways:

You can also open a Workbench Dashboard directly from a Workbench Dashboard Filter.

You can also open a Workbench Dashboard directly from a Workbench Dashboard Filter.

Create Dashboards

A Workbench Dashboard can include up to 50 tabs, each with up to nine components. A component is similar to a Workbench Report and displays data. The tab you are currently viewing is the active tab.

To create a Workbench Dashboard:

  1. Navigate to the Dashboards tab.
  2. Select Create.
  3. In the Create New Workbench Dashboard window:
    1. Enter a Name and Description.
    2. Select Continue.
      Vault creates a dashboard with a Default tab.
  4. Select Add Component. You can add up to nine components to display in each dashboard tab.
  5. Select one of the following Component Type options:
  6. Add tabs as needed:
    1. Select the Plus (+) icon next to the tabs row and enter a name for the tab.
    2. Optional: To set tabs as drill-down filter targets, hover over the tab to select the Actions menu and set Drill-Down Target to Yes.
    3. Optional: To rename existing tabs, hover over the tab name to select the Actions menu and then select Rename. You can also double-click the tab name.
    4. Optional: To delete tabs, hover over the tab name to select the Actions menu and then select Delete. You cannot delete tabs that have components.
    5. Optional: To reorder tabs, drag and drop them.
  7. Optional: Customize the dashboard.
  8. Select Save to save the Workbench Dashboard or Save & Run to save the Workbench Dashboard and run all the components in the active tab. Saving the Workbench Dashboard saves any changes made to all tabs.

To ensure the Workbench Dashboard finishes running, avoid the following actions until the run completes:

  • Selecting Apply to add new filters to the dashboard
  • Switching to another dashboard tab
  • Leaving the dashboard page using the back button

Upon saving, Vault determines whether the Workbench Dashboard supports filtering on Workbench Case Series by assessing whether the associated Principal View is Case series-enabled. Vault then populates the Support Report Case Series field column accordingly, which you can view from the Workbench Dashboard record grid.

Table Component

Use the Table component type to visualize dashboard data in tabular format:

  1. Complete the following information:
    • Name: Enter a name for the component.
    • View: Select a safety view. If a non-text component already exists on the dashboard, the drop-down displays only views that share the same Principal View. This Principal View defines the available filters on the Workbench Dashboard.
    • Tab: Select the tab in which the component appears. This field defaults to the tab you are currently editing, but you can move the component by selecting a different tab.
  2. In the Layout section, select fields to display for this component and apply the following configuration options as needed:
    1. Add groups (including aggregate functions and distinct values).
    2. Sort data.
    3. Set column aliases. Column aliases override the default header names, which use the field name prefixed by the aggregate function (if available).
    4. Display grand totals for aggregate function field data.
    5. To display fields as links to the respective Safety object record detail page from the Workbench Dashboard Component, select the Show links checkbox. Vault displays links for Object and MedDRA field types only.
  3. Expand the Advanced Options section to upload an Excel template to the Workbench Dashboard Component. When you generate and run a Workbench Report from the dashboard component, Vault copies the dashboard component’s Advanced Options settings to the created Workbench Report, including a copy of the Excel template.
  4. Select Continue.

Chart Component

Use the Chart component type for more immediate visual insight on dashboard data (for example, Case counts) when grouped by another variable (for example, New Info Date):

  1. Complete the following information:
    • Name: Enter a name for the component.
    • View: Select a safety view. If a non-text component already exists on the dashboard, the drop-down displays only views that share the same Principal View. This Principal View defines the available filters on the Workbench Dashboard.
    • Tab: Select the tab in which the component appears. This field defaults to the tab you are currently editing, but you can move the component by selecting a different tab.
  2. In the Layout section, select two fields to display for this component. The chart will measure one field and group the results by the other field. Next, apply the following configuration options as needed:
    1. As the Chart component type requires a category value to group results, you must select a field to Group by. For the other field in the layout, ensure you set either the Count or Sum aggregate function as the Chart component type supports only these functions.
    2. Select a Sort groups by value.
    3. Set column aliases.
  3. When you’re finished with the layout configuration, select Next to navigate to the bar chart configuration. To update the Layout again, select Back to navigate back to the layout.
  4. In the Chart Data subtab of the Bar Chart Configuration tab, complete the following information:
    • X-Values (Metric): Select the metric value you want the chart to measure, for example, Case counts.
    • Y-Axis (Category): Select the category value by which you want to group the metric results, for example, age group.
  5. Select the Formatting subtab to further customize the bar chart:
    • Select the Show X-Axis Label and Show Y-Axis Label to display the axis labels on the bar chart.
    • Edit the axis label names as needed.
    • Select Show Chart Values to display the metric values directly on the bar chart.
  6. Select Confirm.

Text Component

Use the Text component type to add user guidance for the Workbench Dashboard. Complete the following information:

  • Name: Enter a name for the component.
  • Tab: Select the tab in which the component appears. This field defaults to the tab you are currently editing, but you can move the component by selecting a different tab.
  • In the text field that appears, enter user guidance, tips and reminders, or other information according to your business needs.

Manage Dashboard Components in Bulk

You can view and manage all Workbench Dashboard Components for a dashboard on the object record list page; for example, you can bulk manage Excel templates across the Workbench Dashboard. To do this, select Edit on a Workbench Dashboard, and then select Edit All Components from the Actions menu. On the All Workbench Dashboard Components record list page, you can edit columns to view more information at a glance.

Customize Dashboards

In edit mode, you can customize a Workbench Dashboard in the following ways:

  • Beside a component, select the Edit icon to:
    • Rename the component
    • Move the component to a different tab.
    • Edit the fields for which you want to generate data from the Layout section
  • Select the Delete (saf-delete-trash-icon) icon to delete the component from the dashboard.
  • Resize a component by selecting the arrow in the bottom right and dragging the component to the desired size.
  • Organize the dashboard by dragging and dropping the components to rearrange them. Vault allows you to display up to three components in a row.

In view mode, you can customize the data overflow option for all Workbench Dashboard Components by selecting the Details (details icon) icon and then selecting the Edit icon under the Overflow section:

  • Pagination: Select this option to display data on separate pages for each Workbench Dashboard Component. For each component, Vault displays 1,000 rows per page. You can then select the Next (next icon) and Previous (previous icon) icons to navigate between pages.
  • Infinite Scroll: Select this option to display all data on a single page for each Workbench Dashboard Component. You can then scroll down the page to view more data.

Vault displays a maximum of 500,000 cases per Workbench Dashboard Component.

Copy Dashboards

When you copy a Workbench Dashboard, Vault copies all Workbench Dashboard Tabs, Workbench Dashboard Components, and uploaded Excel templates to the new dashboard.

To copy a dashboard:

  1. From the Dashboards tab or from inside a specific Workbench Dashboard, select the All Actions menu for the dashboard you want to copy and then select Copy Record.
  2. On the Create Workbench Dashboard page, enter a Name and Description for the new dashboard.
  3. Select Continue.
  4. Make any necessary updates to the new Workbench Dashboard.
  5. When finished, select Save or Save & Run.

Open a Dashboard from a Filter

To open a Workbench Dashboard directly from a Workbench Dashboard Filter, you must assign the Open in Workbench Dashboard action to this object and add the action as a user action on the applicable states of the Workbench Dashboard Filter object lifecycle.

When a user saves a filter on a Workbench Dashboard, Vault creates a Workbench Dashboard Filter record. To open a Workbench Dashboard from this record, navigate to Business Admin > Objects > Workbench Dashboard Filters and from the All Actions menu, select Open in Workbench Dashboard. Vault opens the Workbench Dashboard and sets the respective Workbench Dashboard Filter in the dashboard filter panel.