Tour the Dashboard panels

You can view the editable version of the Sales Performance (Dashboard) in Dashboard Designer by clicking Browse Files on the User Console Home page.

Follow these steps:

  1. In the Folders pane, click to expand the Public folder, then click to highlight the Steel Wheels folder.

  2. In the center pane, double-click Sales Performance (Dashboard).

  3. After the dashboard opens, click Edit in File Actions.

    Dashboard example
    Item
    Name
    Function

    1

    Opened page

    Provides quick access buttons across the top to create and save a new Analysis Report, Interactive Report, and Dashboard. Opened reports and files show as a series of tabs across the page.

    2

    Prompts panel

    The prompts panel gives you a way to add filters to the individual parts of your dashboard.

    3

    Browse and Files panel

    Locate your files using the Browse and Files panels, and add them to dashboards.

    4

    Dashboard canvas

    Shows a dynamic view of your dashboard as you work to build it. The look of your dashboard refreshes as you add content from the Browse and Files panels, and work with the prompts or Objects panels.

    5

    Objects panel

    Refine the look of your dashboard with the Objects panel by choosing a dashboard template or changing the titles for each object in the dashboard.

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