Creating your own components lets you set up exactly Dashboards the way you want. You can create the exact dials, ribbons, dashboards, and perspectives that are the most useful for you, and share them with others who have similar needs.
By creating your own dials in particular, you can make very complex data unique to your company visible in one place, so you have a clear picture of what’s going on at your company and can make your decisions based on up-to-date data and projections.
The quickest method to create a component is by dragging Create New [Component] onto the perspective, dashboard, or ribbon where you want the new component to go. If you want to create a new component without adding it to an existing perspective, dashboard, or ribbon, open the Visual Designer and click Create New [Component] in the Components menu. You can always add the component to a perspective, dashboard, or ribbon in the future by opening the location where you want to place it and dragging it from the Components menu onto the perspective, dashboard, or ribbon. Be sure to click Save Layout when you’re done.
Create a Perspective
Perspectives are the only component that must be created in the Visual Designer.
To create a new perspective:
- Open the Visual Designer by clicking Options and selecting Visual Designer.
- Click Perspectives on the Components menu.
- Expand the Personal Perspectives folder and click Create New Perspective. The dialog appears.
- Click the New Perspective template and specify a name.
- Click Create.
The new perspective appears in your Personal Perspectives folder.
- Click your new perspective’s name to load it in the main editing area.
Your new perspective is ready to have one or more dashboards added to it. The first dashboard must be added in the Visual Designer, but subsequent dashboards can be added using editing in place.
Create a Dashboard
To create a new dashboard using editing in place:
- Open the perspective to which you want to add the new dashboard.
- Click Dashboards;on the Components menu.
- Expand the Personal Dashboards folder and drag the Create New Dashboard item onto your perspective. The Create New Dashboard dialog appears.
- Click either the New Standard Dashboard or New Freeform Dashboard template and specify a name. (Standard dashboards use ribbons to organize dials, while freeform dashboards do not, you just place the dials wherever you like.)
- Click Create.
To create a new dashboard in the Visual Designer:
- If the perspective you want to put the dashboard on isn’t already open, click Perspectives on the Components menu and click the perspective’s name to open it.
- Click Dashboards on the Components menu.
- Expand the Personal Dashboards folder and drag the Create New Dashboarditem onto your perspective. The Create New Dashboard dialog appears.
- Click either the New Standard Dashboardor New Freeform Dashboard template and specify a name. (Standard dashboards use ribbons to organize dials, while freeform dashboards do not, you just place the dials wherever you like.)
- Click Create.
- Click Save Layout in the lower left corner of the screen.
Your new dashboard is now ready to have one or more dials (if it’s a freeform dashboard) or ribbons (if it’s a standard dashboard) added to it.
To add a dashboard to a perspective, open the perspective, then locate the dashboard in the Components Library or Components menu and drag it from the menu to the perspective.
Create a Ribbon
Ribbons are only needed to hold dials on standard dashboards. If you’re using a freeform dashboard, you don’t need to create a ribbon.
To create a new ribbon:
- If the dashboard you want to put the ribbon on isn’t already open, click its tab to open it (if you’re using the Visual Designer, click Dashboards on the Components menu and click the dashboard’s name to open it).
- Click Ribbons in the Components menu.
- Expand the Personal Ribbons folder.
- Drag Create New Ribbon onto the dashboard where you want the ribbon to go. The Create New Ribbon dialog appears.
- Click the New Ribbon template and specify a name.
- Click Create. The new ribbon appears in your Personal Ribbons folder.
- If you’re in the Visual Designer, click Save Layout in the lower left corner of the screen.
All your new ribbon needs is one or more dials, and your new perspective are ready to use.
To add a ribbon to a dashboard, open the dashboard, then locate the ribbon in the Components Library or Components menu and drag it from the menu onto the dashboard.
Add Dials to Dashboards
To add a dial to a freeform dashboard, open the dashboard, find the dial in the Components Library or Components menu, and drag it from the list into place.
To add a dial to a standard dashboard, you must drag it from the list into place on a ribbon.
Creating dials is far more involved than creating the other components, because there are such a vast array of options to choose from. See Dial Walkthroughs for detailed instructions on creating dials.
Resize a Dial on a Freeform Dashboard
One of the differences between a standard dashboard and a freeform one is that the freeform dashboard lets you resize dials and arrange them however you want. In the sample dashboard shown below, there are no ribbons holding dials on this freeform dashboard, and the Net Income Line Graph dial and Income Line Graph dial have been shrunk to fit one atop the other next to the Expense Line Graph dial. Meanwhile, the P&L Scorecard dial has been expanded to make it easier to read.
To resize a dial, hover your mouse pointer over the edge you want to change (or a corner if you want to change two edges). When it changes to a double-headed arrow, click and drag. The dial’s new outline appear as a dotted grey line, and when you release your click, the dial resizes to the new boundaries.
To move a dial, just click on it and drag it to the position where you want it.