5.1 Creating a Dashboard

A dashboard consists of one or more Viewsheets. To create a new dashboard, follow these steps:

1. Under the Design tab, click the 'Dashboard' button. This opens the 'Dashboard Configuration' page.

2. Click the 'New Dashboard' button under the 'Dashboards' table. This opens the 'Dashboard Properties' dialog box.

3. In the 'Dashboard Name' field, enter a name for the new dash­board. This name will be displayed on the dashboard's tab in the Portal.

4. (Optional) Enter a description for the dashboard in the 'Descrip­tion' field. This description is only visible when the dashboard is being edited.

 

5. Click 'OK' to open the 'Edit Dashboard' dialog box.

6. To specify a single existing Viewsheet to use as the dashboard, fol­low the steps below:

a. Choose the desired Viewsheet from the 'Select Viewsheet' list.

 

b. Press 'OK'. This closes the 'Edit Dashboard' dialog box, and returns you to the main 'Dashboard Configuration' page.

7. To compose a dashboard by combining several existing Viewsheets, follow the steps below:

a. Select the 'Compose Dashboard' option at the bottom of the 'Edit Dashboard' dialog box.

b. Press 'OK'. This opens the Visual Composer.

See Nesting a Views­heet in Dashboard Design for more infor­mation about nesting one Viewsheet within another Viewsheet.

c. From the Asset panel, drag the desired Viewsheets into the Viewsheet grid to compose the dashboard layout.

 

d. Click and drag the “move” handle on a nested Viewsheet to position it on the grid.

 

e. Press the 'Save' button in the Visual Composer toolbar to save the composite dashboard.

f. Press the 'Close' button in the Visual Composer toolbar to close the Visual Composer. This returns you to the main 'Dashboard' page.

The new dashboard is now listed in the 'Dashboards' table, and will be visible under the Dashboards tab of the Portal. See Managing Dashboards to arrange the dashboards under the Dashboards tab.

See Also

Dashboard Design, for information about creating and deploying Viewsheets.

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