Create a Simple Dashboard

When creating a simple dashboard, Reports prompts you to select the data source. When you open the Dashboard Visual Composer, a window displays where you can choose the data source for the Dashboard. Follow the prompts or close the window to continue to the main editor of the Dashboard.

From the Dashboard editor, you can create Tables and Charts in the canvas. From there, you can also convert to measure some fields that can provide numeric values and can be used in a chart. You can also convert to dimension the fields that can provide a string value.

First, use the system to create and save a data worksheet as the basis for your dashboard. Use one of the following to create a simple dashboard.

Use the Dashboard Wizard

If you select the wizard, the Dashboard Designer displays the Wizard section of the Dashboard. From here, you can create the first component of the Dashboard.

  1. Open the Dashboard Designer.

  2. Select Create > New Dashboard.

  3. Select the data worksheet of your preference as a data source, and then click Next.

  4. Select Open Wizard.

  5. Select the fields to use in your dashboard.

  6. (Conditional) Select the dashboard style:

    Crosstab

    Groups the dashboard by row and column headers and displays the summary data at the intersections

    Table

    Groups the dashboard and summarizes it or displays it in tabular layout

    Chart

    Creates multiple charts using multiple fields

    Full Editor

    Allows granular control view of your updates, such as format, color, and shape

  7. Once the editing is complete, set the position of the element in the dashboard canvas.

  8. View the dashboard, and then select Continue.

  9. Once the dashboard has been successfully edited, select Finish.

  10. Click Save as to save your dashboard.

Use the Dashboard Editor

Using the Dashboard Designer, you can edit the elements and freely set their position in the Dashboard. The Dashboard Designer displays the Wizard section of the Dashboard.

  1. Open the Dashboard Designer.

  2. Select Crosstab Wizard.

  3. Click Cancel to open the dashboard editor.

  4. Select the data worksheet of your preference as a data source, and then click Next.

  5. Add the elements available from the left.

  6. Update the dashboard using the Dashboard composer.

    You can create, add, and edit multiple elements.

  7. Click Save to save your dashboard in a Custom Content folder.