Siebel Analytics Web Administration Guide > Administering Siebel Intelligence Dashboards >

Creating and Deleting Shared Dashboards

Before you create shared dashboards, make sure you have planned your catalog folder structure and security strategy. Guidelines for creating a shared dashboard, within the broader context of catalog structure and security framework, are given in Guidelines for Setting Up Security in the Web Catalog and Dashboards.

For more information about shared folder structure in the catalog see Administering the Siebel Analytics Web Catalog.

For more information about permissions, see Analytics Web Security.

Overall, to create a shared dashboard, you first create the dashboard and then add pages, sections, and content. You can also assign Web Groups permissions to access the dashboard. Users who are members of more than one Web Group can select the dashboard they see by default from all of the dashboards to which they have permissions.

This section describes, from an administrator's perspective, how to create and delete dashboards, and add sections. For more information about adding pages, sections, and content from an end-user's perspective, see Siebel Analytics User Guide.

To create a shared dashboard

  1. Click the Admin link on the main page in Siebel dashboards, Siebel Answers, or Siebel Delivers.
  2. Click the Manage Intelligence Dashboards link.
  3. Scroll down and click the Create a new Intelligence Dashboard link.

    4. The Create Dashboard page appears.

  4. Select the appropriate Group Folder from the drop-down list.

    5. The members of this Web group (and other groups and users with appropriate permissions) will have Read access to the shared dashboard.

  5. Enter a name for the dashboard in the Dashboard Name text box.
  6. In the Dashboard Builder text box, type in the name of the user or Web Group that can make changes to the dashboard.

    7. For information about creating Web Groups, see Web Groups and Session Variables.

Before you can add a section to a dashboard, you must first add a page. For information about adding pages to dashboards, see Siebel Analytics User Guide.

To add a section to a dashboard

  1. Navigate to the dashboard page to which you want to add section.
  2. Click the Add Folder link.

    3. The New Section link creates a folder directly in the dashboard, underneath the _Portal folder. The Add Folder link allows you to select a folder anywhere in the /Shared catalog and add it as a section to your dashboard. Folders added within the dashboard using the New Section link are seen only when the dashboard is being viewed, so they cannot be shared between dashboards. Folders added to the dashboard using the Add Folder link can be accessed or reused by anyone with Read permission to the folder.

  3. In the Add Folder to Dashboard page, from the list of shared group folders that you created, click the appropriate group folder.

    4. The appropriate group could be the group to which this dashboard belongs, or the Common folder. For common sections, such as weather, stock information, and so on, add the folders to the Common folder. Otherwise, add them to the appropriate group folders.

  4. Click the Create New Folder link.
  5. Enter a name for the Folder.
  6. Click the Create Folder button.

    7. The page you are now on shows the new folder and section you created within the Group folder that you chose earlier.

  7. Click the Add to Dashboard button.

    8. The empty section appears in the dashboard.

  8. Click the Edit button (not the Edit Column hyperlink) and add content as usual.
  9. Repeat this process to create any additional sections that you need.

To delete a dashboard

  1. In Siebel Answers, click the Admin hyperlink.
  2. Click the Manage Intelligence Dashboards hyperlink.
  3. Locate the dashboard you want to change and click the Delete icon.

    4. The Confirm Deletion page appears.

  4. Click Yes.
  5. Click Finished.

 Siebel Analytics Web Administration Guide 
 Published: 18 April 2003