Overview
Analytic Dashboard Designer applet features an intuitive, interactive design environment that displays your dashboards in real-time as you build them. Each design uses a Data Source (defaults to InFocus) and an Analytic Model.
When clicking New, you’ll be prompted to select an Analytic Model- the data source will default to InFocus. That said, you’ll note that the designer supports multiple data sources and multiple models per design (advanced designs).
Once selected, you’re ready to begin using the design tools.
Tutorial
Let’s walk through this process together:
| 1. | Browse to Utilities>Analytic Dashboard Designer |
| 3. | When prompted for an Analytic Model, click Yes. |
| 4. | Select a model from the list. Your model will load into the left hand pane. |
| o | Note, if you don't see Analytic Models listed, it is likely because either you don't have permissions to an Analytic Model, or there aren't any installed in your system. To fix, review Analytic Models Setup. |
| 5. | IMPORTANT - click the Refresh icon (circular arrows) above the Query list. This populates your analytic model with data from the data source and makes it available to the design. |
| a. | Insert an item (Pivot, Grid, Chart, etc.) |
| b. | Drag-and-Drop your data fields into the Design Items pane as appropriate |
| c. | Your dashboard will populate as you add fields and other items. |
| 7. | Click Save and complete the dialogue that appears |
| o | Grouping is used to organize similar Analytic Dashboards together for display purposes. |
Click for more information on using the Analytic Dashboard Designer
Next: Analytic Dashboards Applet Setup
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