Creating a New Data Visualization Dashboard

This topic provides summary information about how to create a new data visualization dashboard. Some of these tasks are detailed elsewhere in this chapter, such as in topics about configuring particular data visualization components. Some specific tasks vary according to the different data visualization components used.

To create a new data visualization dashboard

1. Create a dashboard view.

2. Create a Siebel web template as per your requirements. Provide placeholders for different data visualization components or applets in the view, as per your design.

3. Create applets such as a salutation applet, infolets, timeline, charts, and so on. These can be custom applets or standard applets. If you are using custom applets such as infolets, timeline, or hierarchy components, then you must create applet web templates.

4. Add each applet to the view web template.

5. Add any styling changes and presentation model or physical rendering mapping.

6. Map the view to the corresponding Siebel CRM application screen for display.

7. Map the relevant roles and responsibilities.