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.