1. Administering Tax Reporting
  2. Designing Dashboards
  3. Creating and Managing Dashboards 2.0
  4. Concepts in Designing Dashboard 2.0 Dashboards
  5. Object Palette

Object Palette

On the left side of the Dashboard Designer is the object palette where you select the content for dashboard components. Simply drag and drop objects from the object palette to the workspace or search for content using the Search box.

The object palette can be resized. To resize the object palette, hover over the right side of the palette and drag it. To hide the palette, hover over the palette until you see the handle icon Handle icon, then click it to hide the palette. Click the handle icon again to reopen the palette.

Content in the object palette is grouped into these categories:

Table 10-2 Object Palette Content Categories

Icon Description
Dashboard 2.0 Cubes icon Cubes: Perform quick analysis by adding components of a cube to a dashboard without having a prebuilt form.

See About Quick Analysis.

Dashboard 2.0 Library icon Library: Select ad hoc and standard forms to include in the dashboard by navigating to the forms folders or by searching for them by name.

  • Click List to view forms in a List View or Tree View.

  • Click Search icon to type search keywords.

The access permissions set for forms are honored in dashboards.
Dashboard 2.0 Visualizations icon Visualizations: Select a chart to include in the dashboard.

To view data in a chart, you must select components of a cube or associate the chart 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.
Dashboard 2.0 Other icon

Other:

  • Commentary: Adds the comment you enter below the graph or chart and to the bottom of the Chart tab in the properties panel. Commentary includes a WYSIWYG text editor.

  • URL: Adds the URL you enter below the graph or chart and to the bottom of the Chart tab in the properties panel. URL includes a Reference URL link and the URL must be IFrame supported.

    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 google.com.

    Don't imbed into a dashboard direct URLs to other EPM artifacts such as forms and dashboards on either the same Oracle Enterprise Performance Management Cloud instance or to a different EPM Cloud instance.

Note:

If a URL added to a dashboard doesn't work in the runtime environment, right-click the URL and open the link in a new tab.