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.

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.

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 , then select Save Dashboard.
14. In the Save As window, change the default name, New Dashboard to Sales Dashboard and locate a folder, such as the /Dashboards folder.
15. Click Save.

You can include a report with Detail Chart Enabled property as enabled or disabled in the dashboard.