Creating dashboards

This section describes how to create a dashboard.
About this task
A dashboard is a visual display of the most important information that a user needs. The information is consolidated and arranged on a single screen so that it can be monitored at a glance. Different segments of information are displayed on different tabs. To create a dashboard, you assemble the different segments of information into a single view by using the Multi-page portlet. This portlet is linked to a source folder that contains entries that are displayed as tabs in the dashboard. You can make changes to the tabs in the dashboard by adding or deleting the associated entries from the source folder. The following entries can be used as tabs in a dashboard:
  • Folders and shortcuts to folders, which provide a second level of tabs
  • Packages and shortcuts to packages, which provide a second level of tabs
  • Reports and shortcuts to reports, which you can use to view or run a Report Studio report
  • Report views and shortcuts to report views, which you can use to view or run a Report Studio report
  • Queries and shortcuts to queries, which you can use to view or run a Query Studio report
  • Analysis and shortcuts to analysis, which you can use to view or run an Analysis Studio report
  • Pages and shortcuts to pages, which can be used to add a page or another dashboard
  • URLs and shortcuts to URLs, which can be used to embed a Web page
  • PowerPlay reports, which can be used to view or run a PowerPlay report
  • Microsoft® Documents, which can be used to include a link to a Microsoft document, such as an Excel, PowerPoint, or Word document

You can edit the dashboard layout and style, modify the properties of the Multi-page portlet, set up access permissions for the dashboard, and add it to the portal tabs.

For more information on creating dashboards, see the Report Studio Professional Authoring User Guide.

Note: The links to the Cognos® documents will not resolve if you are viewing them outside of Rational® Insight such as on the ibm.com® site.

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