Creating dashboards

You can use Dashboards to make dashboards and group them into collections. Dashboards have pages with dashlets that hold your Designer or Visualizer reports and prompt filters. In addition, you can add key performance indicator (KPI) widgets, drill-across links, images, buttons, text boxes, and display pages from other websites.

Since you can customize your dashboards with different reports, filters, and so on, there is not right or wrong order when creating your dashboard. With Dashboards, you can:

  • Make a new dashboard, either blank or a copy.
  • Add existing reports to the dashboard.
  • Create a new report in Visualizer and seamlessly add it to the dashboard.
  • Change the layout. Use auto-layout and then refine the design.
  • Edit the dashlet properties, such as enabling view selectors and report exporting, for each report.
  • Set a color theme that applies to the dashboard and to any Visualizer reports in the dashboard.
  • Edit dashlet styles such as background color, border style and color, and shadow.
  • Change the visibility and location of a Visualizer legend.
  • Open an existing Visualizer report, edit it in Visualizer, and return directly to the dashboard.
  • Add filters.
  • Decide whether to show or hide the dashboard title and filter cards.
  • Link to other dashboards.
  • Add Key Performance Indicators (KPIs).
  • Add images.
  • Add text boxes.
  • Add buttons.
  • Embed external web pages in a dashlet.
  • Write custom HTML in a dashlet.
  • Change how axis, legends, and tick marks are displayed or not displayed.
  • Optionally, add a background color and/or an image.
  • Publish the dashboard and test it to see how it performs.
  • Set the refresh rate for how often the data is updated.