You can view your personalized views by selecting My Dashboard from the Dashboards drop-down list. You can also set My Dashboard as your default dashboard. Preconfigured dashboards appear in the Dashboards drop-down list. They can be created by administrators and shared with groups of users with common responsibilities or job functions.
Click the Dashboards link on the global header and then click My Dashboard.
An empty My Dashboard page appears.
When you open a dashboard, including My Dashboard, the content appears on one or more dashboard tabbed pages. Pages contain the columns and sections that hold the content of a dashboard, and every dashboard has at least one page. Multiple pages are used to organize content.
This example shows an empty My Dashboard page with no content. Hover over the Edit icon to edit the dashboard and add content.
Note: If you have chosen or if your company has setup My Dashboard as your default, then you use dashboard template pages to populate your personal dashboards (My Dashboard) when you first log in as a new user. This allows you to see one or more dashboard pages with content, rather than an empty dashboard. It also gives you a starting point to build your own dashboard pages.
|2 .||Click the Edit icon () to add content to your empty dashboard page.
The Dashboard Builder appears and automatically creates page 1 of your dashboard (the first tabbed page).
Using the Dashboard Builder, you can add pages and objects to a dashboard and control the page layout. The Dashboard Builder is composed of the following:
|3 .||As mentioned above, the Dashboard Objects pane provides
you with a list of objects to add as content to a dashboard page. You
will have to drag the object to the Page Layout pane on the right.
The Column object appears on the Page Layout pane.
|4 .||a. In the Catalog pane, navigate to the folder where you saved your analyses.
b. Drag the Regional Revenue analysis to Column 1.
Regional Revenue appears in the column. Observe that a Section is automatically created for you. You can also drag an analysis directly onto an empty Layout Pane without first creating a column. The Dashboard Builder automatically creates the column for you. You can then add sections automatically to that column by dragging analyses below the existing sections.
c. Click the Save icon () to save the dashboard page and then click the Run icon .
My Dashboard appears with the selected analysis Regional Revenue.
Select New > Dashboard
in the global header.
The New Dashboard dialog box appears.
|2 .||a. Enter Customer Detail in the name text box. Notice that you can also enter a description of your choice.
b. Navigate to your Regional Revenue folder and select it as the Location. If you receive a warning message, click OK to close it.
Note: If you save the dashboard in the Dashboards subfolder directly under the /Shared Folders/first level subfolder, the dashboard will be listed in the Dashboard menu on the global header. If you save it in a Dashboards subfolder at any other level (such as /Shared Folders/Sales/Eastern), it will not be listed. If you choose a folder in the Dashboards subfolder directly unde rthe /Shared Folders/first level subfolder in which no dashboards have been saved, a new Dashboards folder is automatically created for you. For example, if you choose a folder named /Shared Folders/Sales in which no dashboards have been saved, a new Dashboards folder is automatically created and 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.
c. Accept the default to Add content now. The New Dashboard dialog box should look like this:
Observe that a Dashboards subfolder was automatically created inside the Regional Revenue folder.
d. Click OK. The Dashboard Builder appears.
|3 .||a. Navigate to the Customer Discounts by Region analysis and drag it from the Catalog to the Page Layout pane.
b. Save and run the dashboard. The Customer Detail dashboard appears.
As mentioned above, because this dashboard was not created in a Dashboards subfolder directly under /Shared Folders/first level subfolder, the dashboard will not be listed in the Dashboard menu on the global header. To open the dashboard, navigate to it in the Catalog, or open it from the Recent list on the Home page or in the global header's Open menu.
To begin enhancing My Dashboard, perform the following steps:
Dashboards > My Dashboard.
b. Click the Page Options icon ( ) and select Edit Dashboard.
|2 .||Give the existing tabbed page a more meaningful name.
Click the Tools button and select Dashboard Properties.
The Dashboard Properties dialog box appears.
From this dialog box, you can do the following:
|3 .||Select page 1 in the Dashboard Pages section. The Dashboard Page Control toolbar is enabled. Using the toolbar, you can do the following:
|4 .||a. Click Rename icon ( ).The Rename dialog box appears.
b. Enter Regional Revenue in the Name text box and click OK.
The Dashboard Properties dialog box reappears with the new dashboard page name.
a. Click the Edit
icon for Dashboard Report
Links to set the report links at the dashboard level. Report
links can be set at the dashboard, dashboard page (click Page Options>
Page Report Links), or analysis level (click the properties icon for
the specific analysis within the Dashboard Builder and then select Report
b. Select the check boxes as indicated in the image below:
c. Click OK and then click OK again to return to the Dashboard Builder.
The Dashboard Builder should look like this:
|6 .||a. Click the Add Dashboard Page icon ( ). The Add Dashboard Page dialog box appears.
b. Name the dashboard page Customer Detail and click OK.
In the Catalog pane, navigate to the Customer
Discounts by Region analysis and drag it to the Page Layout pane
on the right.
|8 .||Edit the properties of the column.
a. Click the Column Properties icon.
The Column Properties dialog box appears.
Using the Column Properties dialog box, you can change the appearance of the cells, border, width, height, and so on. You can also apply a custom style sheet.
a. Select the drop-down list for Background
Color within the Cell area and choose
light green. Click OK,
then click OK again to close the Column Properties
b. Click Preview to preview the dashboard. After previewing close the Window.
Edit the properties of the section.
You use the Section Properties drop-down list to do numerous tasks:
When you have more than one analysis within the section, you can also align the analyses by using the vertical and horizontal alignment icons.
a. Click the Properties drop-down list for the section and select Condition.
The Section Condition dialog box appears.
You use conditions to determine the following:
Click the New Condition icon ( ). The New Condition dialog box appears. Select Analysis to base the new condition from the drop-down list.
|11 .||Browse the Catalog and select the Customer Discounts by Region analysis.
|12 .||a. In the "True If Row Count" drop-down list, select is less than and enter 25 in the text box to the right.
The New Condition dialog box should look like this:
b. Click Test.
Previously, your analysis returned more than 25 records. Therefore this test should evaluate to False.
c. Your results are verified. Click OK. To further verify your results, then click OK and click OK again to return to the Dashboard Builder.
Preview the dashboard page now.
The dashboard page is empty. All that appears within the dashboard page is the column color.
d. Close the Preview window. Click the Properties drop-down list for the section and select Condition. The Section Condition dialog box appears.
e. Click the More icon and select Remove Condition to remove the condition so that the section displays.
e. Click the OK.
You will rename the section.
a. Click Properties (within the section) > Rename. The Rename dialog box appears.
b. Enter Customer Discount Percentage in the text box.
c. Click OK.
|14 .|| a. Click Properties (within the section) > Show Section Title.
b. Preview the dashboard page once again to see your changes.
c. Save the dashboard.
|15 .||Override the default dashboard report links at the analysis level.
a. Click the Properties icon for the Customer Discounts by Region analysis, and select Report Links.
b. The Report Links dialog box appears.
c. Select the Customize radio button and then select all check boxes.
d. Click OK.
e. Save and run the dashboard page. You are now able to export and copy this analysis from the dashboard.
a. Edit the dashboard in the Dashboard Builder again
and further edit the Customer Detail tabbed page.
b. Edit the section properties for the analysis and select Drill in Place. Drilling allows you to view additional levels of detail for the specific column. Drill in Place means that the current browser is refreshed with the new data. To return to the previous view, simply click the back button on your browser.
c. Save and run the dashboard page.
a. Drill down on Customer Name, Diego Link.
The Customer's Order Status column appears.
b. Drill down on the column header, R1 Order Status. The Order Number column R0 Order Key appears.
Create a personal, customized view of your dashboard page. Saved customizations
allow you to save and view dashboard pages in their current state with
your most frequently used or favorite choices for items such as filters,
prompts, column sorts, drills in analyses, and section expansion and
collapse. By saving customizations, you do not need to make these choices
manually each time you access the dashboard page.
a. Select Page Options > Save Current Customizations.
b. The Save Current Customization dialog box appears. Name your customization Customer Order Status and click OK.
c. You can apply the saved customization to a dashboard page. Click Page Options > Apply Saved Customization > Customer Order Status.