Add New Dashboard

1. Go to Configuration > Dashboards.
2. In the Dashboards tab, click the Add  icon.
3. Enter a Name (with no spaces) and a Label.
4. Enter a Target Date or a Relative Target Date (optional).
5. Enter a Category. It is an optional value by which you can sort the dashboards in the Category Structure panel. It also allows you to filter dashboards in the My Dashboards section on the Home page.
6. (Optional) Enable Dynamic Inputs. If enabled, the dashboard logic is executed twice: once for input determination (= syntax check mode) and once for real results. The inputs are generated when the dashboard is opened. This can be used to pre-seed the inputs based, for example, on the current user, current date, etc. It is important that the dashboard logic is written in a way that the input determination is quick and lightweight and eventually also aborts the formula when done.
   Note: A a subsequent refresh of the dashboard does not trigger another input regeneration, i.e., it is not as dynamic as a configurator.
7. Restrict the view/edit access by entering a User Group (optional).
   

Set up Dashboard Content

1. Select a dashboard and click the Configure  icon. 
   
2. Select a calculation logic which was prepared to deliver the contents of the dashboard. Each element of the logic defines a portlet, a filter or other global parameter and content of the dashboard. 
   The portlet can show not only a chart or a result matrix but also an HTML of your choice (the dashboard logic needs to use DashboardController; see an example in the Knowledge Base How to Create Portlet Alternating Between Chart and HTML).
   See also how to add a chart into the dashboard.
   
3. Select input parameters (if there are any). They are driven by the calculation logic and typically represent filters.
    

Customize Dashboard Layout

1. Select a dashboard and click the Select  icon. The selected dashboard will open in a new tab.
2. Here you can: 
   • Rearrange the portlets within a dashboard with drag and drop.
     
   • Resize the portlets.
   • Click the Configure  button at the top and select from these options: 
     • Add Portlet – Allows you to choose from a list of default and custom portlets (widgets). After you select a portlet, it is added at the top of the first column. You can move it to a different location by drag and drop. 
     • Remove Portlet – Removes the selected portlet. Closing the portlet in the dashboard area has the same effect.
     • Add Column – Adds an empty column, so that you can place portlets into it. The column is added to the last position.
     • Remove Column – Removes the last column. Any portlets placed in that column will be removed too.
     • Save or delete the current view as private or global preference.
   • Export to Excel  – Exports the raw data of the dashboard to Excel. You can choose which portlets are included in the export. 
      If the exported dashboard includes a matrix with a defined format, only the following formatting elements are kept: bold/normal font, font color (hex values), background fill color and data typing (numeric, percentage). There is a limit on the total number of formatted cells – after reaching this limit (64,000 cells), the remaining cells will not be formatted.