Creating Your First Dashboard

 Video

You can create dashboards to provide personalized views of corporate and external information. A dashboard consists of one or more pages that display results of an analysis.

For example, you can create a Sales Performance dashboard and add content to track your team's revenue. Suppose you create three views for an analysis: performance tile view, a table view, and treemap view. You can create a dashboard that displays these three views. You can include prompts on the dashboard to enable users to specify the values to display in the views.

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To create a dashboard:

1. In the global header, click New, then select Dashboard.

2. In the New Dashboard dialog, enter a name and description for the dashboard.

3. Select whether to share a dashboard with others or to save it for your personal use:

   Shared or Personal	Location
   To share with others	To share a dashboard with others and to not list the dashboard in the Dashboard menu in the global header, save the dashboard in any level (such as /Shared Folders/Sales/Eastern). To share a dashboard with others and to list the dashboard in the Dashboard menu in the global header., save the dashboard in the /Shared Folders/first level subfolder. If you specify a shared folder in which no dashboards have been saved, then a new Dashboards sub-folder is created automatically in the folder. For example, if you select a folder named /Shared Folders/Sales in which no dashboards have been saved, a new Dashboards folder is created. 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.)
   To save for your personal use	Save the dashboard in the /MyFolders folder.

   
   

4. Specify that you want to add content to the new dashboard now.

5. Click OK.

   The new dashboard, which contains one blank page, is displayed in the Dashboard builder for editing.