Creating Visual Dashboards using the Visual Dashboard wizard

You can create a new Visual Dashboard using the Create New Visual Dashboard wizard.

1. Open the Create New Visual Dashboard wizard on one of the following ways:
   • From the Visual Designer perspective, select File > New > Visual Dashboard. The Create New Visual Dashboard wizard opens.
   • From the Visual Designer perspective, right-click the Visual Dashboards folder in the Project Explorer view. Select New Visual Dashboard from the pop-up menu. The Create New Visual Dashboard wizard opens.
   • From the Visual Designer perspective, double-click the Visual Dashboards folder in the Project Explorer view. The Create New Visual Dashboard wizard opens.
   • Click the New Visual Dashboard toolbar button( ) .
2. Type a unique name for your dashboard in the Dashboard name field.
3. Select the template that will be used for the new visual dashboard in one of the following ways:
   • Select the Predefined tab. From the list of predefined templates select the one on which you want to model the new visual dashboard. Predefined templates are delivered with the application. The layout of predefined templates cannot be changed. The Blank predefined template is the default template for all visual dashboards. It contains no structural elements.
   • Select the Local tab. From the list of local templates select the one on which you want to model the new visual dashboard. Local templates are those that have been created for your organization and saved locally. Each template contains predefined content (such as company logos, standardized text, frequent graphical layouts). The templates are listed by category for organizational purposes. Users can edit the structural content of local templates to suit their needs.
     Note: The Local tab displays only if there are locally saved templates in your Templates directory.
   • Select Repository tab. From the list of templates that are saved in the repository select the one on which you want to model the new visual dashboard. Templates listed on the repositories page are those that have been created for your organization and saved in the repository. Each template contains predefined content (such as company logos, standardized text, frequent graphical layouts). The templates are listed by category for organizational purposes. Users can edit the structural content of repository templates to suit their needs.
4. Click Finish. A folder with the dashboard name is added to the Dashboards node in the Project Explorer view.

   For each new dashboard a folder is created for the Connections, Queries, and Globals. In addition, a Scenes folder is added with a default first scene. The editor window opens with a canvas where you will design the first scene of the dashboard.