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.

    Tip:

    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 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

    Note:

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

    Note:

    Only administrators can add files (for example, dashboards, infolets, forms, reports, and so on) to the Library root folder.

    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.