Designing Dashboards Procedure

To design a dashboard:

  1. From the Home page, click Library, then the Dashboardtab, and then click Create.
  2. Enter a Dashboard Name.
    • To change the default dashboard name, click its name, and enter a new name in the input box.
    • To give the dashboard a title with custom formatting, click Settings, clear Use name as title, and then enter the title and set formatting the dialog box.
  3. From the design palette on the left, drag and drop objects onto the dashboard canvas.

    Select from the following objects:

    Table 9-1 Dashboard Tabs

    Tab Description


    Select simple forms to include in the dashboard by navigating the forms folders or by searching for them by name.


    The access permissions set for forms are honored in dashboards.

    Chart Types

    Select the chart types to include in the dashboard. When first added, a selected chart has sample data. You then associate it with a form as its data source. When you link a chart to a form, users can immediately see the impact of changing data in the form on the associated charts.

    The Combination chart type alternates displaying row data with vertical bars and lines in the chart. For example, the data in row 1 of a form is displayed as a bar and the data in row 2 as a line, with alternating chart types for even and odd-numbered rows. Although the Combination chart type can display up to 20 rows of data, it’s particularly useful when you want to compare two categories of data. For example, you want to compare Germany and France’s average exchange rates over several years, so the form has Germany rates in row 1 of the form, and France’s rates are in row 2.

    For information on the Gauge chart type, see About the Gauge Chart Type.


    Sometimes called performance tiles, a tile is a chart type that lets you select specific values from the cube to display. See About the Tile Chart Type

    External Artifacts

    Commentary: Select External Artifacts, and then Commentary. Enter text that explains the data or charts.


    URL: Select External Artifacts, and then URL to display a dynamic web page summary. Insert only external site URLs starting with the https:// security protocol. Don't use internal or relative URLs or URLs for unconsenting third party sites such as

  4. Customize the dashboard using the dashboards settings and the objects’ hover toolbar, and then click Save. See About Your Dashboard Layout.

You can easily duplicate and modify a dashboard using Copy As on the Dashboard list page. Select the dashboard, and then click ActionsGear icon for Actions menu