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 blue. |
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. | Select the Product Results by Store Type Report dashlet, the dashlet settings displays in the settings panel. |
| 7. | Use the Scale report to fit dropdown to select Dashlet. |
The resized Product Results by Store Type Report now displays the entire crosstab in the dashlet.
| 8. | Click and drag the report 05. Accounts Report onto the canvas, until the lower half of the Interactive Sales Report turns blue. |
The Accounts Report is placed under the Interactive Sales Report, and both dashlets are resized to fit on the right half of the canvas.
| 9. | Go to the Dashboard Settings on the settings panel. |
| 10. | Click the Show borders switch under Dashlet settings to turn the setting off. . |
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 |
| 11. | Click the Editing button and select Viewing to preview the dashboard. |
The end user view of the dashboard appears.
| 12. | Click the Viewing button and select Editing to return to the designer |
| 13. | Click |
| 14. | In the Save As window, change the default name, New Dashboard to Sales Dashboard and locate a folder, such as the /Dashboards folder. |
| | You can include a report with Detail Chart Enabled property as enabled or disabled in the dashboard. |
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