Create a Data Explorer dashboard

A dashboard is a collection of panels—reports, lists, images, widgets, and webpages—that share a common theme or focus and can provide a high-level picture of a business situation. Dashboards are generally created to track business changes, watch for warning signs, or monitor progress.

BEST PRACTICE   Before you create a dashboard, you should know what content you want to put on it and how that content will be arranged. The reports you want to include should already have been created. You might want to sketch out your dashboard design before you start so you have a plan to follow.

Create a new dashboard

  1. On the Data Explorer asset browser page, click the New Dashboard button. The dashboard designer opens with the Dashboard Control visible. The dashboard designer is where you add all the elements that make up your new dashboard. It has a grid to help you align and arrange panels.

  2. In the Dashboard Control, click Page Settings. Enter a name for the new dashboard in the Title field and click Save.

    The dashboard designer view closes and the new dashboard is displayed with the title in the upper left corner. It is now also listed in the asset browser’s list of dashboards.

Edit your new dashboard

  1. If you just saved your new dashboard with a name, it is already displayed on your screen. If you haven’t worked on it recently, locate it in the list of reports on the asset browser page.

  2. Click Edit Dashboard in the upper right corner of the dashboard to open the dashboard designer.

    You are now ready to add content to the dashboard using the Dashboard Control.

About the Dashboard Control

The Dashboard Control enables you to add various types of content to a dashboard and configure how the dashboard looks. It includes 4 controls.

Add Panels Control

The Add Panels control is the primary way to add content to your dashboard. A panel is a container for specific kinds of content:

  • Content panels—lists, reports, and web pages
  • Styling panels—images and text
  • Parameter controls—compact member picker, member picker, number entry, text entry, and time period picker
  • WFM and QM widgets

Parameters Control

The Parameters control links (“binds”) a parameter control panel with the report that parameter control affects. For example, if you have a report that contains data for multiple agents, a Member Picker parameter control can be linked to that report so you can select which agent’s data you view on the dashboard.

Grid Settings Control

The Grid Settings control enables you to change the grid in the dashboard designer. You can add or remove rows and columns, and change the spacing between grid lines.

Page Settings Control

The Page Settings control enables you to configure how your dashboard looks. You can configure the header, the footer, borders, the background, and a navigation bar for the top of your dashboard.