How to Create a Dashboard

Dashboard creation consists of the following steps:

Add New Dashboard

1. Go to Administration > Dashboards.

2. Click the Add button.

3. Enter a Name (with no spaces) and a Label.

4. Add a JSON Configuration in which you can define the visibility of action buttons.

5. Enter a Target Date or a Relative Target Date (optional).

6. Enable the Hide option if you do not want the dashboard to be available from the drop-down list on the Dashboards page and in the My Dashboards portlet on the Home page.

7. (Optional) Enable Dynamic Inputs. If enabled, the dashboard logic is executed twice: once for input determination and once for real results. The inputs are generated when the dashboard is opened. This can be used to pre-seed the inputs based, for example, on the current user, current date, etc. It is important that the dashboard logic is written in a way that the input determination is quick and lightweight and eventually also aborts the formula when done.
   Note:

   • Input values predefined in the Configure Dashboard dialog are not applied when Dynamic Inputs are enabled.

   • A a subsequent refresh of the dashboard does not trigger another input regeneration, i.e., it is not as dynamic as a configurator.

8. Restrict the view/edit access by entering a User Group (optional).

Set up Dashboard Content

1. Select a dashboard and click the Configure button.

2. Select a calculation logic which was prepared to deliver the contents of the dashboard. Each element of the logic defines a portlet, a filter or other global parameter and content of the dashboard. 
   The portlet can show not only a chart or a result matrix but also an HTML of your choice (the dashboard logic needs to use DashboardController; see an example in the Knowledge Base How to Create Portlet Alternating Between Chart and HTML).
   See also how to add a chart into the dashboard.

3. You can change the label or add a translation of the label.

4. If the dashboard contains cascading filters, enable the Cascade Filter Inputs option to make dependent filters visible only after a value is selected in the master filter. If disabled, all filters are shown at once, though a value selected in one filter still limits the values available in other filters.

5. Enter input parameters (if there are any). They are driven by the calculation logic and typically represent filters.

Customize Dashboard Layout

1. Click the dashboard's name to open the dashboard.

2. Here you can:

   • Rearrange the portlets within a dashboard with drag and drop.

   • Resize the portlets.

   • Add portlets – The Add Portlet button allows you to choose from a list of default and custom portlets (widgets). After you select a portlet, it is added at the top of the first column. You can move it to a different location by drag and drop.

   • Remove portlets – Select the Hide option in the portlet's context menu. The removed portlet will be available from the Add Portlet menu.

   • Save or delete the current view as private or global preference.

   • Export to Excel – Exports the raw data of the dashboard to Excel. You can choose which portlets are included in the export. 
      If the exported dashboard includes a matrix with a defined format, only the following formatting elements are kept: bold/normal font, font color (hex values), background fill color and data typing (numeric, percentage). There is a limit on the total number of formatted cells – after reaching this limit (64,000 cells), the remaining cells will not be formatted.

   • Reset the dashboard back to its default version.