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Designing Your First Dashboard

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Modified on Wed, 14 Aug 2013 02:01 PM Categorized as Chart, Design
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Overview

This article shows how to create your first dashboard by using a pre-built KPI from the Sonatica sample project. The completed dashboard will consist of a label for showing a title and a bar chart for displaying data from the KPI.

Note: The Sonatica sample project is included as part of the Dundas Dashboard Deployment Center.

The completed dashboard.

The completed dashboard.


Creating a dashboard

Step 1 - Create a new dashboard from the Home Screen

To create a new dashboard from the Home Screen:

  1. Click Home from the Toolbar.
    The Home button.
  2. From the Home Screen, click Create a Performance Dashboard.
    The Designer Quick-Start window.

A dashboard named New Dashboard appears in the Design Explorer and the Dashboard Designer is displayed in the content area of the application.

The Dashboard Designer.

The Dashboard Designer.


Tip: Move the slider at the bottom of the Dashboard Designer screen to adjust the grid spacing on the Canvas (design surface). You can also use the numeric up-down control on the right to enter a precise spacing value for the grid.

Step 2 - Add a title to your dashboard

To add a title to your dashboard:

  1. Go to the Toolbox in the Sidebar and scroll down to find the General Controls folder. Expand this folder.
  2. From the General Controls folder, drag a Label control onto the Canvas.
    Dragging a label control to the Canvas.
  3. Make the label wider by using the resize handles on its selection border.
    The resized label.
  4. Go to the Properties grid for the label. Scroll down to the Text section and enter new property values as follows:
    • Set the Font Family to Arial.
    • Set the Font Size to 15 (uncheck the Auto option first).
    • Change the Font Weight to Bold.
    • Replace the existing Text value with Total Sales By Product.
      The Text properties of the label.
  5. Center the label on the Canvas by dragging it to a new location with your mouse. Alternatively, use your keyboard's arrow keys to move the selected element.

Tip: For more precise control over the positioning of a selected element on the Canvas, hold the CTRL key down while using the arrow keys to move directionally.

The label appears in the Dashboard Designer as shown below:

The label control in the Dashboard Designer.

The label control in the Dashboard Designer.


Step 3 - Add a chart to display your KPI

While designing a dashboard, you can drag an available KPI to your dashboard and it will be automatically configured as an appropriate data visualization control.

To add a chart to your dashboard:

  1. Go to the Toolbox in the Sidebar and scroll up to find the KPIs folder. Expand this folder if needed.
  2. From the KPIs folder, drag the Sales, by month and product KPI (or another KPI of your choosing) onto the Canvas.
    Dragging a KPI to the Canvas.
    Tip: Hover over a KPI item in the Toolbox with your mouse to see its description presented in a tooltip.

  3. The KPI is rendered as a bar chart on the Canvas. Use the resize handles on the selection border of the chart to make the chart wider.
    The resized chart control.

Note: During dashboard design, the chart and other data visualization controls display arbitrary data to assist you in the design process. Actual data is not loaded into data controls until the dashboard is previewed or viewed.

Step 4 - Change the size of your dashboard

To change the size of your dashboard:

  1. Click on the dashboard Canvas (outside of any controls on the dashboard). A selection border appears around the dashboard.
  2. Go to the Properties grid. Under the Layout section of the properties list:
    • Set the Height of the dashboard to 400.
    • Set the Width of the dashboard to 580.
      Layout properties of the dashboard.

Step 5 - Preview and save your changes

The design of your dashboard is almost complete. Follow these steps to finish the design:

  1. Click Save from the Toolbar to save your changes.
    The Save button.
  2. Preview your dashboard by clicking the Preview button from the Toolbar.
    The preview of the dashboard.
  3. To share your newly created dashboard with other Dundas Dashboard users, click Team | Check In from the Toolbar. Optionally enter a comment in the Check In dialog, then click Check in.

The design of the dashboard is now complete and you can view it from either the Dashboard Directory or the Design Explorer. See Viewing a Dashboard.

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