Create a dashboard to organize a set of data visualizations called charts.
About this task
A dashboard contains charts that display metrics, key performance indicators (KPIs), and other
measurements that help you assess the status of a business objective or process. A dashboard
provides a big-picture view of these measurements to help you decide what areas you would like to
focus on and explore. Each chart represents an aspect of your business performance, for example the
number of orders per year. The creation of a dashboard allows you to juxtapose these measurements in
a way that provides you valuable information at one glance.
Procedure
To create a dashboard that contains a chart:
- Create a dashboard:
- Go to Business Performance Center.
- From the Dashboard tab, select
Create.
You can alternatively duplicate a dashboard:
- Enter a unique name and a telling description.
- Optional: Set the Time range for your
data.
A time range is a filter that selects only the data within a specified period of
time. This filter is applicable to all the charts in your dashboard. However, you can later change
the default time range per chart from the
Filters tab. For more information
about filters, see
Refining data for charts.
- Define who can see the dashboard in the list.
- Set the dashboard to Only me1.
- Set the dashboard to Everyone to create a public dashboard that everyone in
your organization who has the proper data permissions can use.
You can change the visibility of the dashboard from the list at any time after creation.
- Select Create to create a dashboard.
- Create a chart.
- From your dashboard, select Chart.
- Enter a unique name and a telling description.
- Select a measurement.
- Select Create to create a chart.
What to do next
Create a visualization in your chart by configuring the available options for your type of
chart. If you do not see the data that you need, ask your administrator for the relevant data
permissions.