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Widget Connector |
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url | https://www.youtube.com/watch?v=2NSV9C8gSHg |
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To create a simple dashboard:
| 1. | Click Create > Dashboard. |
The dashboard designer appears, displaying the list of available content and the canvas.
| 2. | In Available Content, navigate to the /Reports/Samples folder, right-click the Freight Report. |
| 3. | Select Add to Dashboard: |
The Freight Report appears in a frame in the upper left corner of the canvas.
| 4. | In Available Content, double-click the Accounts Report. |
The Accounts Report appears on the canvas.
| 5. | Right-click the Accounts Report and click Size to Content. |
The resized Accounts Report now exceeds the canvas area.
Image Added | You can save the dashboard even though its contents exceed the canvas area. In fixed sizing mode, if content exceeds the canvas area, the user may have to scroll to see the entire dashboard. For more information, see About Screen Sizes. |
| 6. | To ensure that a user with the selected resolution can view the entire dashboard without scrolling, resize the Accounts Report to fit within the canvas area: |
| a. | Hover the cursor over the handle at the bottom of right-hand edge of the frame containing the Accounts Report. |
| b. | When the cursor changes to a resizing icon (Image Added) click and drag the edge of the frame to resize it. |
| c. | Drag the edge of the frame of the Accounts Report upward until only seven accounts in Burnaby are shown. |
Image Added | Press the Ctrl key while dragging or resizing items and frames for smoother cursor movement. This disables the default snap-to-grid behavior. |
| 7. | Right-click the Accounts Report and click Show Scroll Bars. |
| 8. | Right-click the Freight Report, and click Hide Scroll Bars. |
Image Added | Use Hide Scroll Bars for charts and small crosstabs to size the frame to match its content exactly. |
In the figure A Simple Dashboard with Sample Reports you can see how the dashboard looks at this point:
The end user view of the dashboard appears in a new tab or a new window, depending on the browser configuration.
| 10. | Close the preview window or tab to return to the designer, and click Save Dashboard. |
You are prompted for the name and location for saving the dashboard.
| 11. | Change the default name, New Dashboard to Freight Dashboard and locate a folder, such as the /Dashboards folder. |