Follow the steps below to create your first dashboard:
-
From the User Console
Home page, click Create New, then
choose Dashboard.
-
In the
Edit pane, click the Templates
tab and select the 2 over 1 layout to use for this
exercise.
- Click the Properties tab and type My Dashboard in the Page Title text box.
This is the title for your dashboard page.
-
Click the Themes tab and select the theme of your
choice.
The new theme will be applied to your dashboard immediately.
- Locate the Analyzer report you created earlier by going to the Browse pane to the left of the dashboard canvas and clicking the folder you used before. Click-and-drag the Territory - Sales file from the Files pane and onto the top-left dashboard panel.
-
Within the Edit pane, type Territory -
Sales in the Title text box and click
Apply.
The dashboard panel is populated with the Territory -
Sales report.
-
Locate your Interactive report through the Browse pane.
Click-and-drag the In Stock Report file from the
Files pane and onto the top-right dashboard
panel.
-
Within the Edit pane, type In Stock
Report in the Title text box and click
Apply. Enter a title for this dashboard panel and
click Apply.
The right dashboard panel is populated by the In Stock report.
-
You can drag any report from the Steel Wheels folder in
Public into the bottom dashboard panel. Enter a title
for this dashboard panel and click Apply.
-
Click the Save as icon in the toolbar. When the
Save As dialog box appears, save your dashboard as
My Dashboard and click
Save.
- Close the dashboard (click the X to close it in the tabs at the top), then go to Browse Files and double-click My Dashboard in the Files pane.
You have successfully created a simple dashboard from scratch. See Pentaho Business Analytics for details on how to work with complex dashboards.