InetSoft Product How-To: Dashboard Software - Creating a Viewsheet Dashboard

Creating a viewsheet dashboard is a simple and intuitive process with InetSoft's comprehensive real-time analytical reporting and dashboard software solution. View the example below to learn more about the Style Intelligence solution.

A viewsheet dashboard consists of a single viewsheet. This top-level viewsheet can be designed to contain multiple nested viewsheets that present a variety of different information. To create a viewsheet dashboard, follow these steps:

1. Under the Design tab, click the 'Dashboard' button.

2. Click the 'New Dashboard' button under the 'Dashboards' table. This opens the 'Dashboard Properties' dialog box.

3. In the 'Dashboard Name' field, enter a name for the new dashboard. This name will be displayed on the dashboard's tab in the Portal.

4. (Optional) Enter a description for the dashboard in the 'Description' field. This description is only visible when the dashboard is being edited.

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5. Select 'Viewsheet Dashboard' as the 'Dashboard Type'.

6. Click 'Apply' to open the 'Edit Dashboard' dialog box.

7. In the 'Edit Dashboard' dialog box, choose a viewsheet from the 'Select Viewsheet' list. The viewsheet you select will be the top-level dashboard.

8. Click 'OK'. This closes the 'Edit Dashboard' dialog box, and returns you to the main 'Dashboard' page.

The new dashboard is now listed in the 'Dashboards' table, and will be visible under the Dashboards tab of the Portal.

Editing a Dashboard

To edit an Portlet or Viewsheet Dashboard that you have created, follow the steps below:

1. Under the Design tab, click the 'Dashboard' button.

2. Locate the dashboard you wish to edit in the 'Dashboards' table. (This table lists all of the user-defined dashboards. It does not list global dashboards defined by the administrator.)

3. Click the 'Edit' button, located in the rightmost column, for the dash­board you wish to edit.

For a portlet dashboard, the 'Edit' button opens the 'Edit Dashboard' page. For a viewsheet dashboard, the 'Edit' button opens the 'Edit Dashboard' dialog box.

Alternatively, you can edit the dashboard as follows:

1. Open the dashboard for viewing in the Dashboard tab of the Portal.

2. Click the 'Edit Dashboard' link at the bottom-right corner of the browser window.

This will open the dashboard for editing as described above. If the dashboard is a global (administrator-defined) dashboard, this will create a copy of the global dashboard for you to edit.
To delete a dashboard entirely, Click the 'Delete' button in the rightmost column.

 

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Previous: Creating a Portlet Dashboard

Next: Administrator Dashboard

 

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