Creating Dashboards and Adding Widgets

Provided you have the necessary rights, you can create and configure dashboards and insert widgets. First, you create the dashboard and then you add the widgets you need. You can configure the necessary settings right at the beginning or change them later on. There are different types of widgets. Some of their properties are common to all, but others are type-specific.

To Create a Dashboard

  1. Click the Home button on the menu bar to open the Dashboards perspective.
  2. Open either the My Dashboards or the Public Dashboards tab on the left pane, depending on the type of dashboard you want to create, and click the Add Dashboard button. The Create New Dashboard dialog is displayed.

  3. Define the following:

    • Name

      Internal name of the dashboard. It must be unique within your Client.

    • Folder

      The folder to which the dashboard will be internally assigned. You organization's default location for dashboards is suggested.

    • Columns *

      Number of columns for the dashboard grid. This will be the maximum number of widgets that you can include in one row.

    • Rows *

      Number of rows for the dashboard grid.

    • Create as Public Dashboard *

      If activated, the dashboard is available to all users and will be added to the list of Public Dashboards.

    • Set as Home Dashboard *

      If activated, the dashboard will be your home dashboard. This applies only to your setup. If this is a public dashboard, other users will be able to use it but it will not be their home dashboard.

    * You can change these specifications at any time later, unless another user changes the Dashboard from public to private.

  4. Click Save.

The main page is divided in as many cells as you have just specified (columns and rows). When you hover your mouse over it, the cells are displayed in a darker shade of gray and display the Add Widget button.

To Add Widgets to the Dashboard

  1. Click the Add Widget button either on the toolbar or on the widget cell.

  2. The Add Widget dialog is displayed.

    The left pane provides the list of widget categories you have access to. Select a category to display the available widgets on the right pane.

  3. Select the widget you want to add. A message on the bottom left corner of the dialog suggests the optimum size for the selected widget.
  4. Click Add.

Depending on the type of Widget that you are adding, you may have to configure it from scratch or change the standard configuration.

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