Get started with the Dashboard Designer

Pentaho Business Analytics

Version

10.1.x

Audience

anonymous

Part Number

MK-95PDIA004-17

Learn about the Dashboard Designer by viewing a sample dashboard in the User Console.

Complete the following steps to view an editable, sample dashboard containing sales performance data for the example company, Steel Wheels.

Navigate to the User Console Home page.
Click Browse Files.
In the Folders pane, click to expand the Public folder, then click the Steel Wheels folder.
The content of the Steel Wheels folder opens in the Files pane.
In the Files pane, select Sales Performance (dashboard).
In the File Actions pane, click Edit.
The Editing: Sales Performance (dashboard) tab opens.
In the Objects pane, click Prompts, and then select the Show Prompt Toolbar checkbox.
The Prompts section is added to the Editing: Sales Performance (dashboard) tab.

Review the function of each of the following areas of the Dashboard Designer user interface.

Area	Name	Function
1	Opened view toolbar	A toolbar that you can use to open, create, edit, save, and print Analyzer Reports, Interactive Reports, and dashboards. The Dashboard Designer shows opened reports and files as a series of tabs across the page.
2	Prompts section	Expandable section containing filters than you can add to the dashboard. The Prompts section appears only when you select the Show Prompt Toolbar checkbox for the Prompts object in General Settings.
3	Browse and Files panes	Panes containing lists of folders and files that you can navigate to find a file with content that you want to add to the open dashboard.
4	Dashboard canvas	A dynamic view of the dashboard that updates as you build the dashboard. You can build the dashboard by adding content, applying filters, and changing object settings.
5	Objects pane	A pane containing settings that you can use to apply templates and themes to the dashboard, show or hide the Prompts section, and edit page and object titles.