Creating a Dashboard

Creating a Dashboard

You can create a new dashboard from scratch or create a dashboard using an existing dashboard.

Creating a New Dashboard

To create a new dashboard, follow the steps given below.

  1. On the home page, click the Create icon.
  2. Hover over the Dashboard Designer tile and click the Create Dashboard button.


    The Create Dashboard page is displayed.


  3. Select the Create new radio button.
  4. Enter the Name for your dashboard.

  5. Enter the name in the Project field to create a new project.


    Notes:
    • The dashboard is created under the entered project name.
    • You can also type the name of the existing project in the Project field to select the project. 
    • The project name is mandatory.

  6. Click Select Dataset in the Dataset field. The Select Dataset window is displayed.



    Notes:
    • The datasets are listed in the Ascending Order with respect to numbers and alphabets in the following sequence.
      • First, the datasets with names beginning with numbers (0 to 9)
      • Next, the datasets with names containing a combination of numbers (0 to 9) and alphabets (A to Z) with numbers displayed first.
      • Finally, the datasets with names beginning with alphabets (A to Z)
    • You can use the Search box at the top of the dataset list to search the desired dataset.
    • You can select multiple datasets.
    • Locate the dataset you want to add and select its corresponding check box.
  7. Locate the dataset you want to add and select its corresponding check box
  8. Click Done. The Select Dataset window is closed, and you are redirected to the Create Dashboard window.
  9. Enter Description for your dashboard.
  10. Review all fields and click Create. The dashboard is created, and the dashboard canvas is displayed.

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