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Analytics > Analytic Dashboards > Designing a Dashboard

Designing a Dashboard

You can edit dashboards to which you have appropriate permissions and privileges.

You can add or delete dashboard pages, add content such as columns and sections, and edit properties and settings such as print options. For example, you can add content to a Sales Performance dashboard to track your team's progress by adding a Brand Revenue analysis from the catalog.

To design or edit a dashboard

1. In the Analytics tab, click Catalog.
2. In the Catalog page, navigate to the dashboard to edit and click the Edit link.
3. In the Dashboard builder, perform one or more of the following tasks, as needed:
   1. Add a dashboard page.
   2. Delete a dashboard page.
   3. Add content.
   4. Use the options available on the Tools button of the Dashboard builder to:
      • Set dashboard and dashboard page properties.
      • Specify settings for printing and exporting a dashboard page.
      • Set the report links for a dashboard page.
      • Specify whether to allow users to create personal saved customizations on the page.
      • Publish the page to a shared dashboard location so that you can share the page with others.
      • Set advanced page properties so that you can set the navigation parameters for the dashboard page or the dashboard.
4. Perform one of the following steps at any time:
   • To preview the dashboard page, click the Preview button.
   • To save your changes, click the Save button.
   • To exit the Dashboard builder and return to the Dashboard, click Run.

Adding New Pages to Dashboards

You can add new pages to dashboards.

For example, you can first add a new dashboard page that contains regional sales data in a table and in a bar graph. Then, you can add another that contains links to various competitors' web sites.

To add a new page to a dashboard

1. Edit the dashboard.
2. Click the Add Dashboard Page button in the Dashboard builder, then select Add Dashboard Page.
3. In the Add Dashboard Page dialog, enter a name and description for the page, and click OK to see the new page as a tab in the Dashboard builder.
4. Click the Save button.

After you add a new page, you can add content to it.