In addition to pre-existing reports and Ad Hoc views, you can create content for your dashboard directly from the Dashboard Designer, including:
Adding Charts, Crosstabs, and Tables
The Dashboard Designer includes an embedded Ad Hoc Editor, which allows you to create charts, crosstabs, and tables for your dashboard without leaving the designer environment.
Any chart, crosstab, or table you create within the Dashboard Designer is available only on the current dashboard; otherwise, they function like standard Ad Hoc Editor-created versions of these elements. They are saved as an Ad Hoc view and placed in a dashlet on your dashboard.
To add a new chart, crosstab, or table to your dashboard:
| 1. | In the New Content section of the Available Content panel, click and drag the type of element you want to add to your dashboard (Chart, Crosstab, or Table) onto the dashboard canvas. |
The Ad Hoc Editor opens, and the Select Data dialog appears.
| 2. | Browse to or search for the data source you want to use. |
| • | Click |
| • | Click |
| • | Use the text search field to locate a specific data source. |
| 4. | When you complete the data source selection process, click OK. The Ad Hoc Editor opens. |
The embedded Ad Hoc Editor works just like the standard editor. For information on working with the editor, see Working with the Ad Hoc Editor.
Embedded Ad Hoc Editor |
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| 5. | When you finish creating your view, click |
| 6. | In the Save to Dashboard dialog, enter a dashlet name and click Save. The dashlet is added to your dashboard. |
Adding Text
You can add a text field dashlet for titles and instructional text.
To add a text dashlet:
| 1. | In the New Content section of the Available Content panel, click and drag the Text item onto your dashboard. The Dashlet Text window opens. |
| 2. | Enter the text you want to appear on your dashboard. |
| 3. | Click OK. The dashlet is added to your dashboard. |
Edit the dashlet name and font appearance in Dashlet Settings. See Dashlet Settings for more information.
Adding a Web Page
You can add a dashlet to display a web page on your dashboard.
To add a web page dashlet:
| 1. | In the New Content section of the Available Content panel, click and drag the Web Page item onto your dashboard. The Dashlet URL window opens. |
| 2. | Enter the URL you want to appear on your dashboard. |
| 3. | Click OK. The dashlet is added to your dashboard. |
Edit the dashlet name in Dashlet Settings. See Dashlet Settings for more information.
Adding an Image
You can add a dashlet to display an image, such as a corporate logo, on your dashboard.
To add an image dashlet:
| 1. | In the New Content section of the Available Content panel, click and drag the Image item onto your dashboard. The Dashlet URI window opens. |
| 2. | Enter the URI for the image you want to appear on your dashboard. Use the repo: syntax for images in your repository. |
| 3. | Click OK. The dashlet is added to your dashboard. |
Edit the dashlet name in Dashlet Settings. See Dashlet Settings for more information.
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