Concepts in Designing Dashboards

Helpful information as you design dashboards:

  • On the left is the design palette. Simply drag and drop objects from the palette to the canvas.


    Drag an object to a border line. The drag icon changes to a plus sign when you can drop the object in an allowed space. See About Your Dashboard's Layout.

  • On the top right are settings for the entire dashboard: screenshot of Dashboard settings bar
  • Use Settings Dashboard Settings icon to set these aspects of the dashboard:

    Dashboard Settings Popup Option


    When you create a new dashboard, the borders are hidden by default. To show borders in newly-created dashboards, you must change the Borders setting to Show.

    For more information about POVs, see About Global and Local POVs.

  • At the top right of each object is a toolbar for that object that displays when you hover over it: Dashboard object toolbar
  • As you create a dashboard, click Runtime Dashboard runtime icon so that you can immediately see how the dashboard looks and works to a dashboard user. To return to designer mode to continue designing the dashboard, click Designer.
  • By default, missing or suppressed data is plotted as zeros in graphs. You can clear the Plot Missing Values as Zero setting to ignore missing or suppressed data in certain chart types so it's no longer plotted as zeros.
  • The listing page for dashboards supports folders. Folders enable you to assign permissions to all dashboards within a folder rather than assigning permissions to each individual dashboard. The dashboard listing page uses the same folder hierarchy as infolets and data entry forms and all artifacts and folders reside under a root folder called Library.

  • On the listing page for dashboards, you can toggle between viewing dashboards by a flat view or a tree view: Search toggle icons

    Then you can search for dashboards using Search Search icon. The flat view displays only the dashboards that meet the search criteria, not the folders that contain them. The tree (or hierarchical) view displays dashboards in the context of the folders that contain them.

    To search on another keyword, clear the search criteria by clicking X in the Search box.