Workflow Overview

Before you start building a dashboard, it is important to define a workflow. These are the typical steps:

1. Plan your dashboard

   Before you start building your dashboard, think about how it will look like and how it will behave.

2. Open CDE.

   You can launch the dashboard editor from the Home page in the Pentaho User Console.

3. Create and save a new dashboard

   Enter a name for your dashboard and save it in the solutions folder of your choice.

4. Create the layout for the dashboard

   In the editor, select the Layout perspective and define the dashboard layout according to your design.

5. Add the data sources

   Select the Data Sources perspective and define the data sources which will feed your dashboard.

6. Add and configure the components

   Select the Components perspective and add the components that make up your dashboard: the visual elements, the parameters, and eventually some scripts.

7. Preview your work

   Click on Preview regularly to see how your work is progressing.

Repeat steps 4-7 until you are satisfied with your final dashboard. Do not forget to save your work from time to time.