Metric labels in Dashboards

You can set up a metric label directly in your dashboard if you want to use it only in that specific dashboard. You can also set up a metric label for specific org. units: it is then displayed in any dashboard where this metric and org. unit combination is used.

Add a label in a specific dashboard

• Find the label icon

  To set up a metric label only in a specific dashboard, click the metric’s label icon. There are two places to find the label icon.

  In a dashboard with several org. units:

  

• In a dashboard with one org. unit:

  

• Add a label

  Once you click the label icon, click the green plus button to add a label.

  

• Define the label

  Define your label’s title and color, and whether to Add it only to a specific org. unit or Add to all units displayed in your dashboard.

  

  

• See the label in the dashboard

  The label is displayed in your dashboard as a colored underline. When you hover over it, the label’s title is shown. The screenshots show two different dashboard views: with several org. units and with one org. unit.

  

  

Add a label for a metric and org. unit combination

• Open the metric settings

  To set up a label for a metric and org. unit combination used in any dashboard, go to the metric’s settings.

  You need a sufficient role to modify the metric’s settings. If you do not have it, please contact your system administrators or us at support@teamguru.com for assistance.

  You can open the metric’s settings either through the Metric Dashboards module:

  

• Or directly from your dashboard: click your metric and org. unit field, then the edit pencil in the upper right corner.

  

  

• Add the org. units

  Go to the Settings by Org. Units tab and click the green plus button Add.

  

• Add a dashboard label

  Define your org. units, including subfolders if applicable. Select the Dashboard Labels tab and click Add Label.

  

• Create a new label

  You see the existing labels available in the system. If you need to create a new label, click Create New Label.

  

• Define the label scope

  Define the label’s title, color, scope and Valid within org. units, then click Save & Add.

  Scope:

  • in this module: the label is used in metric dashboards only
  • global: you can view the label in other TeamGuru modules too, e.g. action lists, safety alerts etc.

  Valid within org. units: select the org. units in which this label is offered among the label options in the document list filter (e.g. TGCA).

  

  

  

• See the combination label in the dashboard

  Your labels are displayed in your dashboard the same way, as a colored underline.

  

Tell the label types apart

• Look for the asterisk

  When you click your label, you see where it was created: a label with an asterisk (*) was created in the metric settings; a label without the asterisk was created directly in the dashboard.

  

• Check the one-unit view

  In the dashboard view with one org. unit, a label created in the metric settings is displayed as a capital letter, while a label created directly in the dashboard is just an underline.