Understanding dashboard functions
Dashboards offer custom views of corporate and external information. A dashboard can have one or more pages and will have at least one empty page for editing.When you open a dashboard, the dashboard content appears in pages with tabs to identify each page. This arrangement allows you to perform the following actions: Dashboard pages can show anything you can reach or open with a Web browser, such as the following:Analysis results are the output the BI server gives back that matches the analysis criteria. You can display these results in several ways, including a table or graph, where you can do the following:When exporting or printing, you can control settings, such as the orientation (landscape or portrait). You can also decide whether you want to include charts, images, and formatting. Additionally, you can include a header and footer.
Alter the dashboard if you have the correct permissions and privileges.
Show different options for working with a dashboard page.
Carry out options with the Dashboard Builder.
Action links and action link menus
Agent alerts
Analysis results
Business Intelligence (BI) Publisher reports
Document links
Embedded content, including Web pages or documents
Folder views in the BI Presentation Catalog
Images
Text
Web site links
Go through and analyze results.
Print the results as a PDF or HTML.
Save the results as a PDF or export them to a spreadsheet.
Using the Dashboard Builder
You can use the Dashboard Builder to add new pages or alter existing pages in a dashboard. It also lets you include objects and manage the layout of dashboard pages. The following are objects you can include:Embedding an analysis in a dashboard makes it automatically operate and show the most up-to-date results each time you access the dashboard. This gives you access to the latest results. You can also embed analyses you saved with the Dashboard Editor.
Dashboard objects: These are objects that you only use in a dashboard.
For example, segments to hold content, action links, and embedded content that appear in a frame in the dashboard
Catalog objects: These are items that someone saved in the BI Presentation Catalog.
For example, analyses and prompts for which you have the correct permissions
Accessing and updating dashboards
The Dashboard Builder lets you create or edit dashboards. When you create a dashboard, you have the option to add content now or later. If you want a dashboard to appear in the global header's Dashboard menu, save the dashboard in the Dashboards subfolder under a shared folder's first-level subfolder. The dashboard will not appear in the Dashboard menu list if you save it elsewhere.The first time you attempt to save a dashboard within a first-level subfolder, the application will create a folder called Dashboard, and the Location field will automatically change to that folder. This Dashboard folder is required in these first-level subfolders for you to save dashboards in them. If you use a different level subfolder, the system will not create a specific dashboards folder.
Places you can add or modify content include:
A new dashboard in the Dashboard Builder, which has one blank page and is open for editing.
An empty dashboard that you establish but don’t show and for which you can include content at a later time.
