Creating custom dashboards with the predefined components

You can mix and match the ready to use widgets and create a custom dashboard according to your use case.

About this task

Follow these steps to access and use the predefined widgets in dashboards:
Important: You can add the predefined or custom widgets to a dashboard and publish the dashboard to an existing or new menu. Or, you can attach the widgets directly to an existing or new menu and publish to Engine.

Procedure

  1. Access the Dashboard Designer.
  2. Click Widgets > Custom > View All Custom widgets.
    You can see the following categories of custom or predefined widgets:Predefinced widget categories
  3. Create a dashboard with a layout based on the number of widgets that are needed for the use case.
    1. In the left navigation pane of Dashboard Designer, click Dashboards, and then click Create New Dashboard.

      The Create a New Dashboard: Select a layout window is displayed.

      For more information about default layouts and creating custom layouts, see Layouts.

    2. In the Create a New Dashboard: Select a layout window, click a layout, and then click Select.

      The selected layout opens in a new New Dashboard page.

    3. Click the Edit Edit icon that is displayed next to the New Dashboard and Sub Title fields, and enter a name and sub title for your dashboard.
      Note: Only alphanumeric characters, spaces, and underscore are supported.
    4. The Show Gridlines checkbox is selected by default.
      If you do not want the grid-lines view, clear the checkbox.
    5. The Filter Area checkbox is selected by default.
      If you do not want the filter area to be displayed, clear the checkbox.
    6. To add multiple widget placeholders or charts within a widget of a dashboard, see Creating a multi-chart widget.
    7. In the left navigation of Dashboard Designer, click Widgets > Custom, expand a widget category, and drag a custom widget or a custom widget template to the widget area.
  4. To add default or custom filters to the dashboard, in the left navigation pane of Dashboard Designer, click Filters, and complete any of the following steps:
    • Expand Default, and drag one or more filters to the filter area of the dashboard.
    • Expand Custom, and expand any of the listed custom categories, and drag one or more custom filters to the filter area of the dashboard.
  5. Optional: After you add widgets to a dashboard, you can click the Set Relation Set Relation icon to set relations between the widgets.

    For more information about setting relations, see Setting relations.

  6. To save the dashboard, click Save.
  7. After you save a dashboard, to preview it, click the Preview Preview icon.
  8. Attach the dashboard to an existing menu or create a new menu and publish the menu and the dashboard.
    See Menu Access.