Creating a Dashboard
This section describes the creation of a simple dashboard.
|  | To add a report or Ad Hoc view to a dashboard, you must have permission to view those elements. |
To create a simple dashboard:
| 1. | Click Create > Dashboard. The Dashboard Designer appears, displaying the list of available content and the canvas. |
| 2. | In the Existing Content section of the Available Content panel, find report 16. Interactive Sales Report. |
| 3. | Click and drag the report onto the Dashboard Canvas. |
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| Dragging report onto Dashboard Canvas |
| 4. | In Available Content, find 04. Product Results by Store Type Report. |
| 5. | Click and drag the report onto the canvas, until the left half of the Interactive Sales Report turns orange. |
The Product Results by Store Type Report appears on the canvas, next to the Interactive Sales Report. Both report dashlets are sized to fit side-by-side on the canvas.
| 6. | Right-click the Product Results by Store Type Report and click Properties. |
| 7. | Use the Scale to Fit dropdown to select Page. |
| 8. | Click OK. The resized Product Results by Store Type Report now displays the entire crosstab in the dashlet. |
| 9. | Click and drag the report 05. Accounts Report onto the canvas, until the lower half of the Interactive Sales Report turns orange. |
The Accounts Report is placed under the Interactive Sales Report, and both dashlets are resized to fit on the right half of the canvas.
| 10. | In the Dashboard Designer toolbar, click |
| 11. | Deselect Show dashlet borders and click OK. |
In “Simple Dashboard Canvas with three reports” you can see how the dashboard canvas looks at this point.
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| Simple Dashboard Canvas with three reports |
| 12. | Click |
The end user view of the dashboard appears.
| 13. | Click |
| 14. | Click |
| 15. | In the Save As window, change the default name, New Dashboard to Sales Dashboard and locate a folder, such as the /Dashboards folder. |
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