Creating and customizing dashboards

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:

  1. Create a dashboard:
    1. Go to Business Performance Center.
    2. From the Dashboard tab, select Create.
      You can alternatively duplicate a dashboard: duplicate icon
    3. Enter a unique name and a telling description.
    4. 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.
    5. 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.

    6. Select Create to create a dashboard.
  2. Create a chart.
    1. From your dashboard, select Chart.
    2. Enter a unique name and a telling description.
    3. Select a measurement.
      For more information about measurements, see Business Performance Center main concepts.
    4. 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.
1 For 21.0.1, the terms Only me and Everyone are Private and Public, respectively.