Create a Dashboard

Access and Create a Dashboard

1. Navigate to Insights > Dashboards.
2. Click the Create a Dashboard button. The Create a Dashboard screen displays.

Dashboard Designer

Let's look around the Dashboard Designer which allows you create a dashboard that include pre-existing elements, such as reports and views, and create new charts, tables, and crosstabs from your data sources directly from the designer.

The Dashboard Designer includes the following panels:

Available Content - From here, you can drag content onto the Dashboard Canvas. This includes the following items:

• New Content (A) - lists the control elements you can create for your dashboard.
• Existing Content (B) - Lists the Ad Hoc views and reports you can access.
• Filters (C) - Lists all filters associated with any resource added to the dashboard.

Dashboard Canvas - This is where you create your dashboard. It includes the following sections:

• Toolbar Bar (D) - For details on the icons see the table below.
• Dashlets Area (E) - This area is where you drag items to create dashlets. The dashlets are used to build your dashboard.

The toolbar contains the following icons.

Icon	Name	Description
	Preview	Toggle between design and display modes.
	Parameter Mapping	Show parameter mapping dialog
	Dashboard Properties	Show dashboard properties dialog
	Grid Overlay	Show or hide grid overlay.

Dashlets

Each element on your dashboard is called a Dashlet. Dashlets have unique names and resource IDs, and editable properties that vary depending on the Dashlet type.

New Content

The following new content items can be dragged into the Dashlet Area:

• Chart - Allows you to create a chart within the Dashboard Designer.
• Crosstab - Allows you to create a crosstab within the Dashboard Designer.
• Table - Allows you to create a table within the Dashboard Designer.
• Text - A free-form text entry field. Resizing this type of item changes the size of the font in the label. Use free-text items to add titles and instructional text to the dashboard.

Existing Content

The existing content is pre-built charts and tables that you can add into your dashboard. These items can be dragged to the Dashlet Area.

Filters

If a chart or table you include on the dashboard is designed to use input controls or filters, you can add that capability to the dashboard.

The server maps input controls to one or more frames. For example, if multiple reports include the same parameter, the server automatically maps the corresponding control to each of those reports when you add the input control to the dashboard. Controls can also be manually mapped to custom URL frames.

Add a New Dashlet

In this example, let's add a chart dashlet.

1. From the New Content area, select the Chart and drag it to the dashlets area.

2. Select the data.
3. Click the OK button or the Choose data button.

The New Ad Hoc View displays.

The New Ad Hoc View includes the following:

• Fields (A) - Available fields that can be added to columns and groups.
• Measure (B) - Existing measures that can be added to columns and you can create a new calculated measure.
• Toolbar (C) - For details on the icons see the table below.
• Columns and Groups (D) - These contains the fields and measures in the view.
• Filters (E) - This right panel contains the view's filter.

The toolbar contains the following icons.

Icon	Name	Description
	Save
	Undo	Undo the last change.
	Redo	Redo the last change.
	Reset	Reset to its last saved state.
	Switch Groups	Switch the groups.
	Sort Order	Set the sort order.
	Input Values	Change the input values.
	Dashlet Properties
	Visualization Type	Set the Visualization Type.
	Data drop-down

4. When you have finished adding field, measures, and filter, then click the Save  icon. The Save to Dashboard dialog displays.
5. In the Dashlet Name field, enter the name.
6. Click the Save button.

Edit Dashlet Properties

You can view and edit the appearance of and basic information for each dashlet on your dashboard, and determine the refresh settings, through the Dashlet properties. The available properties vary based on the type of dashlet you are working with.

In order to view and edit the Dashlet properties:

1. Double-click  on the dashlet and the Dashlet Properties dialog displays.
2. Click Apply to apply andview the changes and OK to save the changes.

Dialog	Properites
	Properties for Dashlets containing charts, crosstabs, tables, reports, and ad hoc views include: Dashlet Name - Editable field for the displayed dashlet name. Resource ID - Non-editable ID taken from the original dashlet name. Source Data - Non-editable path of the source data. Show/Hide Dashlet elements - Select or deselect to show or hide the title bar, which includes the dashlet name, refresh button, and maximize button. Scale to Fit - Use the drop-down menu to determine how the element is scaled in the dashlet. Refresh Settings - Select or deselect to enable or disable auto-refresh, and use the text entry and drop-down menu to set the time between each content refresh. This setting overrides refresh properties set at the dashboard level.
	Properties for Dashlets containing text include: Dashlet Name - Editable field or the displayed dashlet name. Resource ID - Non-editable ID taken from the original dashlet name. Text - Editable field for the text displayed in the dashlet. Font - Use the selection lists and buttons to set the font, font size, font style, alignment, and font color for the text displayed in the dashlet.

 

Edit Dashboard Properties

You may view and edit the basic appearance of all dashlets on your dashboard, and determine the refresh settings, through the Dashboard Properties.

1. On the dashboard toolbar, click the Dashboard Properties  icon. The Dashboard Properties diaog displays.

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2. Edit the following properties:

Cavas Settings

• Check the Set custom size in pixels check box and then enter the width and height in pixels.

Dashlet Settings

• Check the Show Filter Dashlet as pop-up window check box to display the filter dashlet in a pop-up window.
• Check the Show borders checkbox to show the thin lines around each dashlet.
• In the Outer margin in pixels field, enter the pixels of the margins between dashlets.
• In the Inner padding in pixels field, enter the pixels of the padding inside each dashlet.
• Click the Title bar text color picker and select the color.
• Click the Title bar background color picker and select the color.

Toolbar Settings

• Click the Show Export button check box to display the Export button on the dashboard.

Refresh Settings

• Check the Auto-refresh dashboard contents checkbox to enable the automatic refresh for your content and then in the Refresh Interval field, enter the number and from the drop-down select either seconds or minutes between each data refresh.