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 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 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.

    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.