Creating Operational Dashboards

Service Administrators and users who have been granted the Operational Dashboards - Manage application role can create dashboards.

To create a dashboard:

1. From Home, click Dashboards, then Operational Dashboards.

   The Operational Dashboards page appears, with the list of existing dashboards.

2. Click the New icon.

   The new dashboard is opened in a new tab. It contains the following:

   • A default name, in the format New Dashboard #.
   • One empty view (list view, pivot view, or chart view)
   • Two sets of icons (at the top-right) that correspond to the options for the dashboard and the view within the dashboard. See Operational Dashboards: Design Mode.
   • A filter for filtering data at the dashboard level. Click Add a Filter to add filters.

3. In the set of icons that correspond to the dashboard, click the Settings icon.

   The Edit Dashboard dialog appears.

4. In the Properties tab, specify the required dashboard properties.

   See Defining Operational Dashboard Properties.

5. Click the Access tab to give access to this dashboard for users, groups, or teams. Users who are granted access can run this dashboard and view its data.

   See Defining Access to Operational Dashboards.

6. Click OK.

   A separate area, with its corresponding icons, is shown for each area specified by the dashboard layout. For example, if you set Layout to Grid, the page shows four separate areas.

7. For each area within the dashboard, set the object type based on which you want to visualize the data. See Setting the Object Type Within Operational Dashboards.

8. For each area within the dashboard, click the select the View Selector icon and specify the type of view. See Specifying View Options for Operational Dashboards.

9. For each view, click Settings and specify the settings for that view.

   • See Creating Chart Views.
   • See Working With List Views.
   • See Working with Pivot Views.
10. Click Save to save the dashboard settings.