Skip to main content

Create Dashboard

You can create a new dashboard to combine multiple views—such as worksheets, charts, gauges, and maps—into a single, interactive page. Use dashboards to monitor key metrics, track performance, and quickly access the data most relevant to your work. You can customize layouts, apply filters, and control who can view or edit the contents.

When you create a dashboard, you start with a blank canvas and then add and arrange views to suit your needs. You can also define permissions, sharing options, and how the dashboard behaves when it opens.

Create a dashboard​

  1. Select Dashboards from the navigation panel.
  2. Right-click a specific folder or an empty space, and then select New Dashboard.
  3. In the Create Dashboard dialog, enter a name in the Description box.
  4. Select the required authorizations and customization options. For more details, see New Dashboard settings.
  5. Click Confirm. The new, empty dashboard opens in Edit mode.
  6. Add views to your dashboard.
tip

Hover over the information icon in the bottom-right corner of the content area to see dashboard details, including loading times and view names.

New Dashboard settings​

The following settings are available in the Create Dashboard dialog.

Authorizations​

SettingDescription
PublishActivate to make the dashboard available to others.
Publish to EveryoneIf Publish is selected, a second slider displays allowing to share with all users.
Select groups to publish toIf Publish to Everyone is not selected, a text box allows you to specify the groups to share with.
Lock view definitionPrevent edits by others unless you are the administrator.

Options​

SettingDescription
On openChoose whether to show a selection page or a prompt before opening the dashboard. Select None to skip it, or choose Prompt or Selection Page to display one.
PromptIf selected under On Open, specify which prompt appears when opening a dashboard.
Selection PageIf selected under On Open, choose which selection page to display. Click the pencil icon to add or edit a global selection page. Its parameters will be available when creating a function.