Step 3: Using a dashboard

Finally, now that you know how to create goals and dashboards, it's time to get the most of your data. In this step, you learn about some tips and tricks that you can use when working in Business Performance Center.

About this task

In the following procedure, you learn various ways to work efficiently with dashboards.

Procedure

  • Use a goal in one dashboard at a time.
    A goal cannot be used in multiple dashboards. You can either duplicate a goal or delete all associations with the goal in the charts of a dashboard to assign your goal to another dashboard.
  • Duplicate a dashboard to become the owner of the resulting duplicate.
    You cannot edit your colleague's dashboard because you must be the owner of a dashboard to edit it. However, when you duplicate a dashboard that your colleague creates, you become the owner of the copy. You can also import dashboards and work with dashboard templates. To explore more ways of reusing dashboards, see Sharing dashboards.
    Tip: Duplicating a dashboard is also a good way to reuse a user-defined monitoring source without having to redefine it manually.
  • Copy charts in a dashboard and paste them in another.
    If you like a chart in a dashboard, whether its one of your own or a colleague's, you can copy it and paste it into any dashboard that you own. See Sharing charts.
  • Export the data from a data table to a local spreadsheet to review the data outside of Business Performance Center. See Sharing charts.
  • Activate predictions for charts.
    Charts such as period metrics that measure data over time can also forecast data points. You must toggle this feature to the on position when you create or edit a chart. See Enabling predictions.