Creating a Dashboard

Before you start

You must have one of the following user type permissions:

• BI Author Developer

• BI Tenant Administrator

Home > Oracle Business Intelligence or, for Oracle Analytics,

Home > Oracle Analytics

Here's what to do

1. In the global header, click New or, for Oracle Analytics, click Create, then select Dashboard.
2. In the dialog, enter a name and description for the dashboard.
3. 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.
4. Specify whether you want to add content to the new dashboard now or later.
5. 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.