After completing the layout, refine the look and feel of the dashboard.
To refine the dashboard’s layout:
| 1. | If it isn’t open, locate the Sales Dashboard saved in Adding a Custom URL to a Dashboard, typically in the /Dashboards folder. |
| 2. | Right-click the dashboard name, select Open in Designer from the context menu |
| 3. | When the dashboard opens in the designer, click Preview. |
The end user’s view of the dashboard appears. If the dashboard is already open in the browser, the server updates that page rather than opening a new window or tab.
| 4. | In the Country field, select a new value. |
The Interactive Sales Report and custom URL frames do not update because the dashboard includes the Submit button.
| 5. | Return to the dashboard designer and, on the canvas, hover the cursor over the Submit button. Click the hover border when it appears. |
| 6. | From the context menu, click Delete Item. |
The Submit button disappears.
| 7. | Reposition the Reset button to center it in the available space, then click Click to add dashboard title. |
The title becomes editable.
| 8. | Enter Orders and Current Events by Country. |
| 9. | Click Preview. |
The end user view of the dashboard appears.
| 10. | Change the value in the Country input control. |
The dashboard reflects the change immediately:
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Dashboard with Sample Reports and Special Content |
| 11. | Return to the dashboard designer and click Save > Save Dashboard. The dashboard is saved to the repository. |
