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Dashboards – Creating New Chart Content

A Dashboard is comprised of dashlets – individual items that are added to the dashboard. These may include Ad-Hoc views (chart, table or crosstab), Reports, Text, Webpages or images.


Step 1. Open or Create a new Dashboard (refer to the Creating Dashboards articles for further information.

Step 2. Click and drag a new Chart content item to the dashboard

Create new chart

Step 3. Select the required data for your Chart

Select Data

Step 4. Click Choose Data

Choose Data button

Step 5. Use the Data Chooser to select the required fields for your table

Data Chooser

Step 6. Use the New Ad Hoc View window to configure your Crosstab

New Crosstab Content

Refer to the Which Chart should I use? article for more information on selecting your Chart.

Refer to the article for your selected chart for more information.

Step 7. Once complete, click the Save button

Save button

Step 8. Enter a dashlet name

Dashlet name

Step 9. Click Save

The dashlet Chart appears in the dashboard.

Chart Dashlet

Tip: You may wish to resize the dashlet after you save it for the best display


Further Information

For information on adding a new Table or Crosstab item, refer to the following articles:

Updated on April 19, 2018

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