Getting started with the Dashboard Designer

Use this information to get started with the Dashboard Designer.

About this task

The Designer tool Welcome page loads with the following options that help you get started.

Procedure

  • Your username is displayed at the upper-right area along with a down arrow icon down arrow.
    Click the down arrow icon to view your user role, role description, Tool Content Groups, Engine User Groups, and Engine instances that are assigned to you.
  • To create your custom dashboards, click CREATE DASHBOARDS.

    The Create a New Dashboard: Select a Layout window is displayed. You can either select any one of the available layouts or click Create a New Layout.

    For more information about the Dashboard components, see Managing the Dashboard Designer.

  • To create components that can be reused to create dashboards, click CREATE COMPONENTS.
    The Create Components page opens that displays the following components:
    • LAYOUTS
    • WIDGETS
    • DATA DEFINITION
    • FILTERS
    Click any component that you want to create, the Dashboard Designer page displays a navigation pane and lists all the components that are needed to create and publish a dashboard.
  • To use the Designer tool directly, click the Expand Expand icon icon on the upper-left area of the page.

    The Dashboard Designer page displays a navigation pane and lists all the components that are needed to create and publish a dashboard.