Best Practice for Dashboard Creation

Thomas Connolly
Kilo Explorer

‎10-08-2019 05:18 AM

How do you recommend creating dashboards?

We have a dashboard and reporting service that we provide to our customers. We have responsive dashboards enabled (restricted - not all users can create a dashboard, dashboard owners can only add reports and not PA widgets) which allows dashboard owners to add/remove content on their dashboard. We are also trying to leverage update sets to reduce the amount of manual changes in production. But we are running into issues with discrepancies in the dashboards between instances.

Is there a best practice for this? Should we be following the OOTB functionality and allow all users to create, edit, share and delete their own dashboards while restricting PA content creation to only our team?

Thanks

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sachin_namjoshi
Kilo Patron
Kilo Patron

‎10-08-2019 09:30 PM

You should keep your instance configuration OOB as far as possible.

In your case, you can allow users with correct PA role to create, update, own dashboards.

 

Regards,

Sachin

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Lener Pacania1
ServiceNow Employee
ServiceNow Employee

‎10-13-2019 06:50 PM

Hi Tom,

Dan Kane posted an article on "Governance in Performance Analytics and Dashboards" that I think will help with some of your questions.  In the article he talks about a RACI matrix for roles in creating and management content.  He also goes into some great recommendations based on the maturity of your organization.

https://community.servicenow.com/community?id=community_article&sys_id=b569aaa8dbdee3002e8c2183ca9619c4

HTH, Lener

 

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