To select dashboards (collections of graphs) that are relevant for the new category:
- From the Data Source step, click Next. The Dashboard step of the New Category Wizard appears.
- The default option for Item Dashboard is Automatic. This option automatically generates a dashboard when drilling down from each item cell for this category.
- Select None if you do not want a dashboard to be available when drilling down from each item cell for this category.
- Or
- Select an existing dashboard and tab from the Other drop-down lists. When drilling down from each item cell for this category, the pre-defined dashboard and tab are displayed.
Notes: You can access the New Dashboard Wizard through the <New Dashboard> option at the top of the Other drop-down list.
For more information on creating dashboards, refer to Working with the Dashboard Wizard, in Working with Dashboards.
- The default option for Portfolio Dashboard is Automatic. This option automatically generates a dashboard when drilling down from each item cell for this category.
- Select None if you do not want a dashboard to be available when drilling down from each portfolio cell for this category.
- Or
- Select an existing dashboard and tab from the Other drop-down lists. When drilling down from each item cell for this category, the pre-defined dashboard and tab are displayed.
Notes:
- The Other drop-down list also provides <New Dashboard> and <New Tab> options at the top of the list, enabling you to access the New Dashboard Wizard.
- For more information on creating dashboards, refer to Dashboards.
- Click Next to proceed to the next step of the New Category Wizard, where you view the new category's home folder.
Dashboards specified in this step can be accessed from the cell menu in the Scorecard and Workbook modules. For more information on dashboards, refer to Dashboards Module Overview.