This topic expects that charts and queries have been built, either created from scratch or imported using Dashboard Studio Merge Utility.
Note:
You can use the Build Dashboard frame in Interactive Reporting Studio or EPM Workspace to build dashboards.
To use the Build Dashboard frame to create dashboards:
In Interactive Reporting Studio or EPM Workspace, open the dashboard from the Creating Local Filters procedure.
From Sections, select Build Dashboard.
In Create and Configure Dashboards, enter a dashboard name.
For example, enter Summary.
From Prototype, select a layout, and click (Add).
For example, select 4 (2 x 2) Round |–|–|. The code reads the geometry of the panels (for example, 4 round panels with 2 panels at top and 2 panels at the bottom) and creates a miniature facsimile of the layout.
The dashboard name is displayed in Navigation Targets and above the preview frame.
Optional: To change the name or panel layout, enter another Dashboard Name or select another prototype, and click (Modify).
Caution!
If you rename a dashboard frame to Item, an error is displayed in the Interactive Reporting Studio Console window.
From Available Objects, select charts, pivots, or tables, and click the preview frame to display the icons.
Chart and pivot icons are displayed on the preview frame, in a left-to-right, top-to-bottom order. Charts and pivots that share a name prefix are displayed on the same panel. For example, Revenue by Item Type Chart and Revenue by Item Type Pivot are displayed on the same panel.
Optional: Select multiple available objects, and click for the best-guess option.
is selectable only if the preview frame is empty. When an object is added to a panel,
is not selectable.
Repeat steps 3–7 to build another frame.
Optional: Reorder Navigation Targets by selecting a target and clicking or
.
After Apply is clicked, this reorders the navigation of frames in the dashboard.
Click Apply to create the dashboard.