Siebel Analytics Web Administration Guide > Administering Siebel Intelligence Dashboards >

Creating and Deleting Shared Siebel Intelligence Dashboards

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

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

For more information about permissions, see Managing Siebel Analytics Web Security.

Overall, to create a shared dashboard, you first create the dashboard and then add content using the Dashboard Editor. 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 Analytics Web Online Help.

To create a shared dashboard

  1. In Siebel Analytics Web, do one of the following:
    • If you are running Siebel Analytics stand-alone, click the Admin link.
    • If you are using a Siebel Analytics application, choose View > Site Map and access Analytics Administration.
  2. Click the link Manage Intelligence Dashboards.
  3. Scroll down if necessary, and click the following link:

    Create a new Intelligence Dashboard

    The Create Dashboard screen appears.

  4. Specify entries for the following fields:
    1. Select the appropriate Group Folder from the drop-down list.

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

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

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

  5. Click Finished when you are done.
  6. In Siebel Answers, click the Dashboards tab in the selection pane, and then click the Refresh Display link near the bottom of the selection pane.

    The newly created dashboard appears in the list of dashboards.

  7. In Siebel Intelligence Dashboards, navigate to the dashboard and click the Edit Dashboard link.

    The Dashboard Editor screen opens, where you can add content to the dashboard. For information, see Analytics Web Online Help.

To delete a dashboard

  1. In Siebel Analytics Web, do one of the following:
    • If you are running Siebel Analytics stand-alone, click the Admin link.
    • If you are using a Siebel Analytics application, choose View > Site Map and access Analytics Administration.
  2. Click the link Manage Intelligence Dashboards.
  3. Locate the dashboard you want to delete and click the Delete icon.

    The Confirm Deletion screen appears.

  4. Click Yes, and then click Finished.

 Siebel Analytics Web Administration Guide
 Published: 11 March 2004