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DashboardDashboards Guide

Table of Contents

Add a Visualization to a Dashboard

There are two ways to add a visualization to a dashboard. You can either create a new visualization while in the dashboard edit mode or you can select an existing visualization from the visualization library.

Create a New Visualization from the Dashboard Edit Mode

  1. Open the Dashboards application and make click the Dashboards tab to display it.

  2. Open the dashboard you want to add a visualization to.

  3. In the upper right corner click Edit. The edit mode opens.

  4. Click Add Visualization. A dropdown menu opens.

  5. From the Create New Visualization dropdown menu, select Create New or one of the chart-specific options. The chart-specific options pre-select the chart type for the new visualization and provide insight into the data fields and metrics you need to include.

    When you have selected an option, the Create a Custom Visualization window opens.

    create-new.png
  6. Follow the steps in one of the following procedures to create your custom visualization: Create a Visualization Using the Basic Method procedure.

  7. When you complete the procedure for creating the new visualization, click Save to save the dashboard changes.

Select an Existing Visualization from the Library

  1. Open the Dashboards application and click the Dashboards tab to display it.

  2. Open the dashboard you want to add a visualization to.

  3. In the upper right corner click Edit. The edit mode opens.

  4. Click Add Visualization and select the Add From Library option. The Select visualizations dialog box opens.

    add-from-library.png
  5. When you hover over each visualization in the list, a checkbox appears on the left. Select one or more of the existing visualizations.

  6. Click Add visualizations. The selected visualizations are added to the dashboard.

  7. Move or resize the visualization tiles to configure the layout of the dashboard. For more information, see Modify a Dashboard Layout.

  8. When you complete your modifications, click Save to save the dashboard changes.