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BMC Helix Dashboards 21.x: Fundamentals Designing for Service Management

BMC Helix Dashboards is a service on the BMC Helix Portal that can be used to create interactive dashboards for your environment. It can be accessed from BMC Helix Portal and is available for SaaS as well as On-premises customers.

BMC Helix Dashboards uses Grafana as the underlying solution and enables you to customize the dashboards in multiple ways to gain valuable insights into your environment. It offers unified reporting and gives you a consolidated view of data from applications across your environment. You can easily create, export, and share interactive dashboards with users within or outside your environment.

This course is applicable to all the BMC Helix Dashboards designers and administrators who will be guided through the step-by-step process of designing various complex dashboards. Some advanced concepts like Drill through functionality, fetching data from Join forms, multi-query based panels will be explained. They will also look at scheduling reports in detail. Additionally, they will obtain insights on troubleshooting the most common issues observed during designing new dashboards or modifying existing ones.

Major release:

BMC Helix ITSM 21.x

Recommended Prerequisites:

Good for:


Course Delivery:

Instructor-Led Training (ILT) | 24 時間

Course Modules

  • Introduction to BMC Helix Dashboards
    • Overview of BMC Helix Dashboards
    • Understand the features and functionalities
    • List BMC Helix Dashboards roles, along with the permissions assigned to them
    • Access and navigate the BMC Helix Dashboards console
    • Trigger a cross-launch of BMC Helix Dashboards from other BMC Helix applications
    • Browse and search for dashboards and use the Explore option
    • Manage dashboards and folders
    • Edit configuration settings including Data Sources, Users, Teams, and User Preferences
    • Review and analyze Out-of-the-box dashboards for BMC Helix ITSM
  • Exploring Dashboards
    • Navigate a dashboard
    • Overview of dashboard and panel options
    • Resize and rearrange panels
    • Understand the components of a dashboard in Edit mode
    • Configure dashboard settings and annotations
    • Configure variables and links
    • Configure tags, queries, and permissions
    • Use out-of-the-box dashboards
    • Work with the JSON model
    • Export or import dashboards
    • Schedule reports
  • Building Dashboards
    • Understand everything you need to know about queries and visualizations
    • Configure a dashboard’s time range
    • Create a new dashboard and set up its panels
    • Use calculated fields
    • Use the Transform feature
    • Create a Cross-tab Incident dashboard
    • Add Drill-through functionality to the Cross-tab visualization
    • Visualize data as records in your panels
  • Building Advanced Dashboards
    • Create a Top N Times Series Chart dashboard
    • Create a custom Incident Master dashboard with multiple panels
    • Explore a BMC Combination Chart dashboard
    • Define Chained Variables for a Multi-panel dashboard
    • Explore an Incident and Change Request based dashboard
    • Explore a Service dashboard
  • Troubleshooting in BMC Helix Dashboards
    • List BMC’s best practices regarding dashboard design
    • Troubleshoot the delay issue in scheduled reports
    • Add external users as scheduled report recipients
    • Grant your users the permissions they need to view incident details in BMC Helix ITSM: Smart IT
    • Gain system access to ITSM data in BMC Helix Dashboards