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Overview

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When building or editing a Dashboard Tab you will have access to a range of menus, allowing you to configure and customise the tab. Depending on the type of tab and content it contains you will see different groups of menus displayed at different times.

Save Dashboard

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Option

Description

Name

Provide a name for the Dashboard Tab that will be displayed on the Tab and in the Browse page.

Description

Provide a description for the Tab that will help the user understand its purpose.

Category

Select a Content Category from the drop down list. This will then provide a list of Sub Categories to select from.

Sub Category

Select a Content Sub Category from the list to store your Dashboard Tab in. Sub Categories spilt up your content, as well as providing a layer of security.

Tags

Define tags to assign to your tab that will help the user locate them.

Access

Private - selecting this option activates the Dashboard Security menu, which allows you to define a list of users that can access your tab.
Public - if you have permission to create Public tabs you can select this option, allowing other users of the system to access your tab.

Dashboard Layout

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Option

Description

Sub Tabs

Off - sub tabs are disabled, you can only have one set of content on the tab, with a single layout defined.
On - when enabled you are able to create sub tabs to display along with your original tab content. Each sub tab can have its own layout.

Layout

Select from 1, 2, or 3 Column templates.

Analytic Setup

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This menu allows you to set up several types of links between reports, including;

  • Filters
  • Time Slider
  • Chart Brushing
  • Data
  • Drill Down

See [Analytic Setup] for more information.

Series Selection Setup

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This menu allows you to link the selectable series on your charts together, so each chart displays the same metric.

See [Series Selection Setup] for more information.

Filter Settings

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This menu becomes available once you have linked filters on your reports through Analytic Setup.

See [Formatting Filters] for more information.

Dashboard Security

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This menu becomes available when you set a Dashboard Tab to be Private on the Save Dashboard menu. Here you are able to add users to the tab audience, and set their permissions to Read, Update, or Delete.

Dashboard Settings

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Option

Description

Visible Unit Selection

Default Units

Minimum Unit

Maximum Unit

Help

Display help when

Help Text



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