To create a custom dashboard

Purpose

Use the steps in this procedure as required to create a custom dashboard. At any time during creation you can click on the eye icon to toggle to display mode and preview the dashboard.

Steps
 
1 

Open Data Collection and Analysis Analytics Reports, Dashboard Designer.

2 

Add pre-packaged reports:

  1. In the Existing Content panel, expand the folders to display the desired report.

  2. Click on the report name and drag and drop it to the canvas. The report is added to the dashboard as a dashlet and input parameters are added to the Filters panel.

  3. Drag and drop additional pre-packaged reports as needed.

  4. Click and drag report images to move them or drag the edges to resize.

  5. Configure the report as required using the parameters in the Dashboard Settings panel.

3 

Add a filter:

  1. In the Filters panel, expand the report with the input for which you need to create a filter.

  2. Click on the input parameter and drag and drop it to the canvas. The filter is displayed.

4 

Perform parameter mapping:

  1. Click on the parameter mapping icon. The Parameter Mapping dialog opens and displays the filter groups that have been added to the dashboard and the dashlets to which they apply.

  2. Click on the plus symbol to add another dashlet to a filter.

  3. Configure the Dashlet Affected and Filter/Parameter affected parameters.

  4. Click Create New Filter to manually create a new filter.

  5. Configure the required parameters and click OK.

5 

Create custom reports to include in the dashboard:

  1. In the New Content panel, choose a display type and drag and drop it to the canvas.

  2. Perform steps Step 2 through Step 7 of To create a report using the ad hoc editor.

6 

Save the dashboard:

  1. Click Save, and choose Save Dashboard As.

  2. Configure the required parameters.

  3. Click Save. The dashboard appears in the Results folder.

End of steps