Create your first dashboard

Follow the steps below to create your first dashboard:

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

2. In the Edit pane, click the Templates tab and select the 2 over 1 layout to use for this exercise.

3. Click the Properties tab and type My Dashboard in the Page Title text box.

   This is the title for your dashboard page.

   
4. Click the Themes tab and select the theme of your choice.

   The new theme will be applied to your dashboard immediately.

5. Locate the Analyzer report you created earlier by going to the Browse pane to the left of the dashboard canvas and clicking the folder you used before. Click-and-drag the Territory - Sales file from the Files pane and onto the top-left dashboard panel.

   
6. Within the Edit pane, type Territory - Sales in the Title text box and click Apply.

   The dashboard panel is populated with the Territory - Sales report.

7. Locate your Interactive report through the Browse pane. Click-and-drag the In Stock Report file from the Files pane and onto the top-right dashboard panel.

8. Within the Edit pane, type In Stock Report in the Title text box and click Apply. Enter a title for this dashboard panel and click Apply.

   The right dashboard panel is populated by the In Stock report.

9. You can drag any report from the Steel Wheels folder in Public into the bottom dashboard panel. Enter a title for this dashboard panel and click Apply.

10. Click the Save as icon in the toolbar. When the Save As dialog box appears, save your dashboard as My Dashboard and click Save.

11. Close the dashboard (click the X to close it in the tabs at the top), then go to Browse Files and double-click My Dashboard in the Files pane.

    

You have successfully created a simple dashboard from scratch. See Pentaho Business Analytics for details on how to work with complex dashboards.