Dashboard Designer

Dashboards are a way to combine a several related reports into one unified viewing space. You can add preexisting reports to a dashboard, but you can also create new ExpressViews and Visualizations directly in the dashboard itself. You can also add images, text, and embed other web sites side by side with your data. And you can add interactive filters which can work on multiple reports all at once.

The Dashboard Designer

Double-click a dashboard to open it in the Dashboard Designer, or click theMenu  icon and select  Edit.

For more information about the types of content that can be added to a dashboard, see the following links:


Grid and tiles


Each element on a dashboard is a rectangular tile that can be resized and dragged to the proper location. Tiles are arranged onto a grid, and they will snap into place next to each other.


Adding tiles


To add a new tile to the dashboard, drag the New Tile icon onto the dashboard grid. You can drag to an empty location to fill the space, to the side of an empty location to take up a portion of the space, or over another tile to place it adjacent and resize the other tile to fit. You can then drag the resizing handles for fine grained control over the tile size.


A new tile placeholder will be added. Select what type of content should be on the tile:


New Visualization


Create a new ExpressView visualization right in the tile. Choose between a chart or a tabular ExpressView. See ExpressView Visualizations for more information.


URL

Embed another web page inside the dashboard. Enter the URL, orweb address, to the web page.

 Caution
Some web pages may not be embeddable.

Image

Upload an image from your computer. Drag the image onto the tile or click browse your files and locate the image.


Text

Enter text into a field that can be formatted and styled.


Filter

Add several styles of interactive filters, which can affect multiple reports on the dashboard. See Interactive Filters for more information.


Existing Report

Drag an existing report onto the tile. See Adding Reports for more information.


Screen fit and scaling

Tiles can resize and adjust their positions automatically to fit different screen sizes. A dashboard can resize to fit on a very large television, or on a very small smartphone screen, so you do not need to make multiple dashboards for different sizes.


You can customize how dashboards will scale to fit different screen sizes. Click the format  icon to open the Dashboard Format pane. The following Canvas Fit options are available:


All

Tiles will resize to fit the height and width of the screen (default).


Width

Tiles will resize to fit the width of the screen. Specify the Height of the dashboard.


None

Tiles will not resize. Specify the Height and Width of the dashboard.


Use the Snap to Grid icon to choose if tiles should snap to the grid lines.

 Tip
Older dashboards default to Canvas Fit: None and snapping off.

You can also use the  Dashboard Format pane to set the default options for the dashboard background color, tile and tile header background colors, and tile border colors and widths. These settings can be overridden for individual tiles.


Managing tiles


Every tile has a formatted header, background color and border. Some types of tiles can be set to resize differently than the dashboard canvas. And tiles have a menu with some additional options.


Tile menu


Select a tile, then click the tile menu  icon to access some additional options for managing tiles.

You can Delete a tile from the dashboard. You can Copy a tile then Paste it next to another. You can Expand a tile to temporarily fill the screen, thenCollapse it back into place. And you can Refresh the data in Reports and Visualizations.

ExpressView visualizations can be saved as new ExpressViews by clickingSave as ExpressView. You will be asked to name the report, then taken into the ExpressView Designer.


Tile style


Select a tile, then click the Style tab to access the options for changing its appearance.

Click Tile Fit to choose how the tile scales to fit the screen. This option is not available for Filters or ExpressView Visualizations.

Click Tile Header to add header text to the tile. Then choose the text font and formatting.

Click Background and Border to change the background color of the tile and tile header, and the border color and style.

More information

See Adding Reports, ExpressView Visualizations, and Interactive Filters for more information about their unique features and options.



Adding Reports

Any Advanced Report, Express Report, ExpressView, and Crosstab Report can be added to a dashboard. Existing filters and prompting parameters can be accessed and modified from the Dashboard Designer. Reports have most of the same interactability as in the Report Viewer, with the exception of the interactive sidebar. See Interacting with reports for more information.

To add a report to a dashboard, simply drag it from the report tree onto the dashboard.

For information about managing report filters and parameters, see Filters and Parameters.

For information about what report settings are available, see Report Settings.


Filters and Parameters

When you add a report with prompting filters or parameters to a dashboard, you have several choices for how these filters can be accessed on the dashboard, as well as which reports they can apply to. Select the report tile, then click the Filters or Parameters tabs to edit the filter settings


For each filter or parameter you can do the following:


Apply to


Choose whether this filter or parameter applies to the Report, or to all reports on the Dashboard. If you select Dashboard, then the     filter or parameter must be edited in the dashboard Filters or Parameters panes. Deselect the report, then click the Filters or Parameters tab.


Prompt for value


Select this option to prompt users to enter a value when running the dashboard.


Interactive

Interactive filters and parameters can be edited in the Dashboard Viewer filters and parameters panes.


Operator

Change the filter operator. Click the lock  icon to toggle whether other users are allowed to select an operator when running the dashboard.


Value

Set the value or values for the filter or parameter. If the filter or parameter is interactive or prompting, then other users can select different values when running the dashboard.


Report Settings

You can edit some additional settings for reports on a dashboard. The following settings are available:


Reload Interval

Select how often, in seconds, the report will automatically refresh in the dashboard viewer. The default '0' seconds disables automatic refresh.


Allow Searching

Show a search and paging bar to allow users to browse the report.


Allow Scrolling

Show horizontal and vertical scroll bars if the report cannot fit in its tile.

Only run report in design screen when report is manually refreshed

Do not run the report immediately in the Dashboard Designer. Choose this option for large reports which may take a while to load.