Create a Dashboard

You can create a dashboard on the Analytics tab of the WorkBook Intelligence Design page.

Procedures

Create a Dashboard

It is good practice to create a folder to hold all related dashboards and better organize your work. You can create folders first, and then create dashboards within folders. Alternatively, you can create dashboards, create folders, and then drag-and-drop dashboards into folders.

To create a folder:

1. Navigate to the Analytics tab.
2. Click in the Dashboards list header, then select New Folder on the shortcut menu.

   A new folder appears in the Dashboards list.

3. Enter a meaningful name for the folder, then click to confirm.

   The new folder appears in the Dashboards list according to its sequence in alphabetical order.

You can start to create a dashboard in several ways. After you select the method that you want to use, the remaining steps in the process are the same.

To create a dashboard:

1. Navigate to the Analytics tab.
2. Use one of the following methods:
   • To create the dashboard inside a folder:
     • In the Dashboards list, locate the folder and click the Options icon to the right of the folder's name, then select New Dashboard on the shortcut menu.
   • To create the dashboard outside a folder, using the Dashboards list header:
     • In the Dashboards list header, click then select New Dashboard on the shortcut menu.
   • To create the dashboard outside a folder, using the To Create Your Dashboard tile:
     1. Ensure that the Analytics tab is in tile view, using the Tile View/List View toggle menu in the upper-right corner of the page.
     2. Click To Create Your Dashboard.

        The New Dashboard / Please Select a Data Source to Connect to dialog box is displayed.

3. On this dialog box, click Data Source, then select the data source that you want to use from the drop-down list. The Data Source is the data model that you intend to use for your dashboard.

   A suggested dashboard title appears in the Title field below the Data Source field. You can replace this title with a title that you prefer.

4. Click Create. A Welcome to your New Dashboard page is displayed.

   The dashboard is created and is connected to the data source that you selected. The dashboard is added to the Dashboards list on the Analytics page.

   Tip: Best practice is to first apply a title to your new dashboard.

5. Click in the upper-right corner to add a title widget to your dashboard.

   A blank text block opens where you can type title text. You can format this text using the text formatting tools that appear in the upper-left of the dashboard window.

6. Type a title for the dashboard in the text box. Highlight the text and apply any formatting that you want to use.

   The text that you enter here appears at the top of the dashboard and in the Dashboards list.

   With the title added, you can now continue to add additional widgets or filters to your dashboard.

   • See Add a Widget to a Dashboard for instructions for adding widgets.
   • See Resize Rows and Columns for instructions for using columns.
   • See Perform Other Dashboard Tasks for information about additional things that you can do with dashboards.
7. When the dashboard is ready for use you can share or publish it.