Create a New Dashboard
Overview
In the Business Intelligence, you can create dashboards by selecting charts, filtering them, and organizing them on a canvas. This guide will walk you through the steps to create a new dashboard and test various chart functionalities.
Step-by-Step Guide
Access the Create Dashboard Section
- Ensure you are logged in as an authenticated user with access to the Business Intelligence.
- Navigate to the "Create Dashboard" section.
View Available Charts and Input Fields
- You will see a list of all available charts.
- A search field to search charts by name.
Use the search field to filter the list of charts by the search term
- A filter option to filter charts by visualization type.
Use the filter option to filter the list of charts by the selected visualization type.
Drag and Drop Charts to the Canvas:
In Case of Global Dashboard
A list of default widgets including "Quick Window", "Recent Activity", "Upcoming Event", "FAQs", "New Users", and "Active Inactive Users" will also be available
- Drag charts from the list to the main canvas.
- Reposition charts on the canvas by dragging them.
- Resize charts on the canvas.
- Delete charts from the canvas if needed.
Enter Dashboard Details:
- Enter a "Dashboard Name".
- Enter a "Description".
Create a New Dashboard
- Click on the "Create Dashboard" button.
Dashboard Creation Outcome
- Successful Creation:
You will be redirected to the "List of Dashboard" section.
- Failed Creation:
A validation error message will be displayed.
This guide provides a comprehensive overview of the steps involved in creating a new dashboard within the Business Intelligence. Follow each efully to ensure successful dashboard creation.