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Ribbon Bar / Launch HTML5 / Launch KPI
Creating a new Dashboard is similar to creating a new KPI.
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If you don’t like reading, you can watch the video. |
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<link to YouTube video> <link to PDF doc on my OneDrive> |
Try it!
<content>Try it!
Select the Design button at the bottom of the screen
Select New Dashboard
The Add Chart Properties (New Dashboard) screen will open
As you’ve seen previously when creating a new KPI, various options are available at the top of the screen to edit and create reports
o General
o Axes
o Drilldown
o Date Range Selector
o Additional
However, you can add multiple reports to one Dashboard. Let us start by adding the first report. You can select one of the existing KPI reports.
On the General Tab you can capture your Chart Title and select the Chart Type. Check the checkbox next to Use Existing KPI and select one of the reports.
Preview your chart and select OK
As you are busy creating a Dashboard you might want to add more than one report to the dashboard. Select the Layout button in the top right corner and select one of the Add Row options.
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Note: The percentage after each Add Row option determines the number of columns across the screen. For example, if you select 100% then only one row will appear, but if you select the 50-50 one row with two columns will appear, etc. |
Various editing buttons are also available at the top right of the screen
o Save Page – saves all the changes once completed
o Copy Page – after configuring the report you can make another copy to create another report
o Delete Page – delete the report
o Layout – various layout options exist if you select the drop-down
o Design – various design options exist if you select the drop-down
o Expand Buttons or Compress Buttons – this option enlarges or decreases the editing buttons
An additional row will appear on your Dashboard. You can add multiple rows and columns, depending on the number of smaller reports you want to display
Right-click within one of the new rows you have added to your Dashboard and select Add / Add Chart
You will notice a small Chart icon appear in the row or column. Click on it to add that chart
The Add Chart Properties (New Dashboard) screen will open again, and you can create your second chart for your Dashboard
You can add your own Procedure name now or select an existing KPI
Follow the same process for a third or fourth chart
If you right-click on a row you also have the option to add a Heading to your Dashboard
You can set the refresh intervals of the charts. Select the Additional button on the Add Chart Properties (New Dashboard) screen and check the Primary Display checkbox
Select Save Page at the top right of the screen
A pop-up will appear asking you to add a Page Title (this is the name that will display on the menu under My Dashboards) and Page Name (this is the Internal file name)
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Note: The Page Name cannot have any spaces in the name. |
Select OK
The Dashboard will now be available under the My Dashboard button