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Creating or Editing a Dashboard

When you create a dashboard, the ability to add data monitors is automatically available.

Where: Navigator > Resources > Dashboards

To create or edit a dashboard:

  1. If you are creating a dashboard, right-click a dashboard group and select New Dashboard.

    If you are editing a dashboard, right-click an existing dashboard and select Edit Dashboard.

    If you selected New Dashboard, an untitled dashboard appears in the Viewer panel and the Data Monitors tab automatically comes forward so you can choose monitors to add.

  2. Provide a name if this is a new dashboard.

  3. If you want to add data monitors now:

    1. On the Data Monitors tab, navigate through the groups of existing data monitors to find ones you want to add to the dashboard.

    2. Select a data monitor to add, right-click it and select Add to Dashboard As, then select an applicable display format:

      Display Options for Dashboards

      Display Format

      Description

      Bar Chart

      Shows data as a series of proportional bar elements and may include bar segmentation to subdivide the data.

      Applies to data monitors and query viewers.

      Bar Chart Table

      A grid of proportional bar elements.

      Applies to data monitors.

      Horizontal Bar Chart

      Shows data as a series of proportional bar elements and may include bar segmentation to subdivide the data. This format forces the bars to run left-to-right rather than up-and-down.

      Applies to data monitors and query viewers.

      Pie Chart

      Shows data as a circle with proportional wedges for elements.

      Applies to data monitors and query viewers.

      Statistics Chart

      Displays Moving Average data monitors, especially those that contain and need to arrange (overlay) multiple graphs in one monitor space. Compare Statistics Chart to Tile, which arranges individual-graph monitors into fixed arrays.

      Applies to data monitors.

      Table

      Displays data as a grid.

      Applies to data monitors and query viewers.

      3D Bar Chart

      Shows data as a series of proportional bar elements and may include bar segmentation to subdivide the data. The graph also has a third axis (depth) to display more data and can be rotated by dragging.

      Applies to data monitors.

      Stacked Bar Chart

      Shows data as a series of proportional bar elements and may include bar segmentation to subdivide the data.

      Applies to query viewers.

      Tile

      Arranges individual Moving Average data graphs into separate, fixed positions on a data monitor, when multiple graphs are present. Compare Tile to Statistics Chart, which displays multiple graphs (overlaid) in the same monitor space.

      Applies to data monitors.

    3. Repeat the above step to add other data monitors, as needed. When you've finished, right-click the dashboard in the Viewer panel and choose Save Dashboard.

  4. Additional tasks:

  5. Optional: To add information in the Notes tab, refer to Using Notes.

  6. Click OK.

Next steps:

Add elements to this dashboard: