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Chapter 4. Practical tutorial: Using the Dashboard Builder for the first time
- Click the Create Workspace icon to create new workspace properties.
- Give the workplace a name and then click Create Workspace.
- Click on the new workspace to edit the details.
- Set the User Home Search to be current page and press save to set the URL,
- From the tree of workspaces on the left, expand to Workspaces/workspace and click on Pages (which will be empty on the right).
- On the far right, click on the Page icon to create new page
- Enter the page name and press Create New Page.
- Click on Workspace (found in the top drop-down list). Select the page you just created.
- To add a tree menu panel click on the puzzle icon to create a panel, expand Navigation to select the Tree menu, drag the Create Panel to the page (you will see the page locations appear) and drop it on one of the left-hand location.
- To add a log-off panel, click on the puzzle icon to create a panel, expand Navigation to select the Tree menu and drag the Logout Panel from the page to the top right-hand side.
- To add a graphic panel, click on the puzzle icon to create a panel , expand Dashboard to select Key Performance Indicator (KPI) and drag the Create Panel to one of the central locations.
- The next dialog box will appear, asking you to choose an instance. (You should see your data provider). Go into the KPI editor and enter the KPI name and select the graph type.
- There is no Save button to complete this page. Simply close the window to complete the task.
- Enter page name and press create new page.
