Creating dashboards

Dashboards let you combine multiple content types on one page.

You can add Analyzer and Report Designer reports, website content, and existing repository items.

Create a dashboard

You must be logged into the User Console.

1. From the User Console Home page, click Create New, then select Dashboard.

   The name you enter appears in the top-left corner of the dashboard. This name helps you find the dashboard later.

2. At the bottom of the page, select the Properties tab.

3. In Page Title, enter a title for the dashboard page.

4. Select Templates to choose a dashboard layout.

   A blank dashboard opens with the layout you selected.

5. Select Theme to choose a theme.

   Dashboard Designer applies the theme.

Add a report from Analyzer

Use these steps to display an Analyzer report in a dashboard panel.

1. Select a panel in Dashboard Designer.

2. Select Insert > File.

3. Find the Analyzer report, then click Select.

   The report appears in the dashboard panel.

Export an Analyzer report

You can export an Analyzer report from a dashboard as a PDF, CSV, or Excel workbook.

1. In the dashboard toolbar, select Actions.

2. Select an export format:

   • Export to PDF

   • Export to CSV

   • Export to Excel Workbook

Your selection stays as the default format until you change it.

Pentaho User Console downloads the export to your browser’s default download folder.

Add a report from Report Designer

Use these steps to add a report created with Report Designer.

1. Select a panel in Dashboard Designer.

2. Select Insert > File.

   A browser window opens.

3. Find the report file.

4. Click Select to place the report in the dashboard panel.

   Use the pagination arrows at the top of the report. They let you scroll through long reports.

   The report file name appears under Content in the edit pane.

   

   Sample report in dashboard

If the report has required parameters, enter values for them. If you do not, the report renders blank.

Add a website

Use these steps to show website content in a dashboard panel.

1. Select a panel in Dashboard Designer.

2. Select Insert > URL.

   The Enter Web site dialog opens.

3. Enter the website URL, then click OK.

4. To change the URL later, select Edit.

Drag-and-drop content

Use these steps to add an existing chart, table, or file to a dashboard panel.

1. In the left pane in the User Console, under Files, find the content.

2. Drag the content into a blank dashboard panel.

   The content title turns green when you can drop it.

3. Repeat step 2 until the dashboard shows all content you want.

To swap content between panels, drag one panel’s title bar onto another panel.

If you drop content onto a panel that already has content, Dashboard Designer replaces the existing content.