Creating dashboards

Introduction

The dashboard editor enables you to create new dashboards and add these to your process app.

Adding a new dashboard

Follow these steps to add a new empty dashboard to the menu.

1. Click on next to the process app name.

2. Select Add dashboard from the context menu. See the illustration below.

   
   

   

   
   

   A new dashboard labeled New dashboard is added to the menu. See the illustration below.

   
   

   

   
   
3. In the Select a layout panel, select a layout for your dashboard.

See the illustration below.

When you select a layout for your dashboard, empty tiles are created based on the selected layout. See the illustration below for an example.

4. Enter a name for the new dashboard in the Dashboard name field.

5. Select the KPIs you want to be displayed at the top of the new dashboard. See also Dashboards.

6. Add the charts to the dashboards. See also Charts.

Selecting a different layout for the dashboard

You can select a different layout for the dashboard you created. Follow these steps to select a different layout for the dashboard.

1. Select the dashboard for which you want to select a different layout.

2. Click on the Change layout button in the Edit dashboard panel.

   The different layout options are displayed and the current layout is highlighted. See the illustration below.

   
   

   

   
   
3. Select the new layout for your dashboard.

Only the layout options that are applicable for the current available charts on the dashboard are enabled. You can either select a different layout, or remove one or more charts before selecting a different layout.

Removing the new dashboard

You can remove any dashboard you added after the process app was created. Follow these steps to remove a new dashboard from the menu.

1. Right click on the new dashboard in the menu on the left and select Remove dashboard from the context menu.

You can also click on the dashboard in the menu to select it, and click on the Remove dashboard icon in the Edit dashboard panel at the right. The icon is only available on user-created dashboards.

Note: The dashboard is removed from the menu without a notification message. When you remove a dashboard, all the charts on the dashboard are also removed.