Creating a Dashboard
Before you start
You must have one of the following user type
permissions:
BI Author Developer
BI Tenant Administrator
Here's what to do
- In the global header, click New, then select Dashboard.
- In the dialog, enter a name and description for the dashboard.
-
Note: RFM Add information about dashboard folders and behaviorIf you save the dashboard in the Dashboards subfolder directly under /My Company Shared/first level subfolder, then the dashboard is listed in the Dashboard menu in the global header. If you save it in a Dashboards subfolder at any other level (such as /My Company Shared/Sales/Eastern), then it is not listed. If you choose a folder in the Dashboards subfolder directly under /My Company Shared/first level subfolder in which no dashboards have been saved, then a new "Dashboards" folder is automatically created in that folder in which to save the new dashboard. For example, if you choose a folder named /Shared Folders/Sales in which no dashboards have been saved, a new Dashboards folder is automatically created and the Location entry changes to /Shared Folders/Sales/Dashboards. (A new "Dashboards" folder is not automatically created if you choose a folder at any other level.)Select the location for the dashboard.
- Specify whether you want to add content to the new dashboard now or later.
- Click OK.
Results:
If you specified to add content:
The new dashboard, which contains one blank page, is displayed in the Dashboard builder for editing.
Later, then an empty dashboard is created (but not displayed) to which you can add content later.