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Create a Dashboard

A dashboard page is a workspace onto which you can arrange dashboard elements (page content) for the user to view and interact with. 

To create a dashboard, you must first create a dashboard page, then add content (dashboard elements). A dashboard page can be placed under any root folder or portal folder in the Navigation tree.

Create a Dashboard Page

  1. In the Navigation tree, select the folder you want to add a dashboard page to.
  2. In the Navigation toolbar, choose + New, then Dashboard.
  3. Enter a name for the dashboard.
  4. If needed, specify a Sort Order under Instance Properties.
  5. Update Dashboard Display Settings or accept the default settings. Custom properties that apply only to a dashboard page are:
    1. Page CSS Style Definition – Specifies the CSS Style Definition to use for the dashboard page toolbar (including drill path). This setting overrides the corresponding property in the Portal Service if set to anything other than Default.
    2. Filter CSS Style Definition – Specifies the CSS Style Definition to use for the filter controls on the dashboard page. This setting overrides the corresponding property in the Portal Service if set to anything other than Default.
    3. Execute filtering manually – This setting allows you to override the site-wide setting that determines whether a user must select all User Filters values, and then click the Go button, before the metrics on the dashboard page are rendered.
  6. Click Save.

Add Dashboard Elements

The content of a dashboard page consists of items called dashboard elements, which are directly defined under the dashboard page.

To add a dashboard element:

  1. In the Navigation tree, select the dashboard page you want to add a dashboard element to.
  2. In the Navigation toolbar, choose + New.
  3. Select one of the following dashboard elements: Metric, Iframe, Image, Literal HTML, Dashboard Navigation, or Sticky Page Margin.
  4. Enter a name for the new element and update the necessary element properties.
  5. Click Save.


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