After you have completed the Planning of your Dashboard, it time to begin designing and developing. The written plan is to be used as a schematic in developing the dashboard. Based on the results of the plan, the first place to begin is deciding whether or not to use a Template.
In the planning phase, you might not have decided whether to build the new dashboard from a template or to create one from a blank form. There are advantages and disadvantages to using a template. Review the list below to assist in your decision.
Templates
- Have visualizers, flow and attributes already in place. Makes Dashboard creation quicker.
- Can be used to create a series of Dashboards with slight differences. Each Dashboard is a copy of the previous with minor changes. Changes can include permissions, visualizers and functions.
- Promotes the set of standards for creating Dashboards. Layouts area already approved, logos and annotations are in place.
- Can be confined to the parameters already established and may require more work than starting from a blank.
Creating a Dashboard is performed in the Designer area of Business Intelligence.
To create a dashboard from a blank, perform the following:
- Click the Designer node in Business Intelligence.
- Select the In Progress tree category.
- Click the New button on the Dashboard tool ribbon.
- By default the new dashboard created will be named "Dashboard X", where X represents a progressive number. You will want to rename the Dashboard to a more appropriately as well as give it a Description. Click inside the Name field within the Properties section.
- Enter a Name.
- Click inside the Description field and provide a brief description for the Dashboard.
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Select the Theme for the Dashboard. For the purposes of this document, the Ocean Mist theme will be used.
A theme is a color scheme for the Dashboard. A few are provided with Juris Suite.
When you have made the changes, the renaming is automatically reflected in the Dashboard node.
All Dashboards being created are placed in the In Progress category. The Dashboard moves to the Published category upon successfully Publishing. Users cannot see unpublished dashboards unless the have permissions. Unpublished Dashboards cannot be seen remotely via the Dashboard Server interface.
You must create at least one page to enable the Visualizer functionality of the Designer. Pages are the actual components of the Dashboard that contain the Visualizers.
- Create a new page by right clicking on the name of the dashboard and selecting New Page, or click on the New button in the Page tool ribbon. To create more than one page, just repeat the step.
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The new page will be created underneath the Dashboard title. The name of the page will be much like the Dashboard, "Page X", where X represents a progressive number. Click inside the page Name field and enter a new name for the page.
Now that you have created a page, you can select a Theme and click the Preview tab to see the color scheme of the Dashboard.
Once you have created the Dashboard and at least one page, you can begin using the DisplayGrid and the Visualizers.