WorkBook Intelligence Dashboards Designers Guide
This section provides information about how to create and edit dashboards. You must have a Designer license to perform the tasks described in this section.
As a Designer, you can create, design, edit, duplicate, and share dashboards. Dashboards are built on data models.
Note: As a Designer you can create and edit dashboards, but you cannot create or edit data models. Please contact Deltek Global Services or your Customer Support representative for support regarding data models.
- Related Topics:
- Create a Dashboard
You can create a dashboard on the Analytics tab of the WorkBook Intelligence Design page. - Dashboard Controls
When a dashboard is in Design mode, the header ribbon enables you to create and edit dashboard controls. This section provides instructions for performing those tasks. - Customize a Dashboard's Layout
By default, widgets are arranged on a dashboard one underneath the other. When you add a widget to a dashboard, it is added at the bottom of that dashboard. Each widget occupies a single row when laid out in this manner. This section provides instructions for customizing this layout. - Create Drill-Downs
WorkBook intelligence allows you to create nested dashboards that are suitable for drilling down into the detail of widgets on a dashboard. - Use Filters
WorkBook Intelligence provides dashboard filters and widget filters. - Perform Other Dashboard Tasks
This section provides instructions for performing additional tasks, such as copying, exporting, importing, and deleting dashboards. - Available Data Tables and Fields
This section describes the data tables and fields that are included in the data models that support the standard WorkBook Intelligence dashboards. You can use any of these data models to create your own custom dashboards. - Available Widgets
This section describes the widgets that you can add to dashboards.
Parent Topic: WorkBook Intelligence Online Help