Creating a dashboard using Flash
A dashboard is an interactive display that you can create to showcase
and explore business data. You can add simple visual representations
of the data (called visualizations) to the dashboard to make the data
easier to interpret, perform manipulations on the data to customize which
information to display, organize data into multiple layout tabs (or "pages")
to provide a logical flow to your dashboard, and so on. You can quickly
and easily create a polished dashboard without requiring a lot of design
time using visualizations and pre-defined, presentation-quality formatting.
An example of a dashboard is shown below:
You can add data to a dashboard in the following ways:
on an existing Intelligent Cube, including imported data saved as
an Intelligent Cube. For an introduction to Intelligent Cubes, see
the In-memory Analytics Guide.
Dashboards open by default in Visual Insight Mode, where you can easily
drag and drop attributes and metrics to display data, create filters,
group data, and more. You can also maximize the amount of space available
for data display by viewing dashboards in Presentation
Mode, or view dashboards on an iPad with MicroStrategy Mobile. You
can share a dashboard through email, by
linking to the dashboard, or by embedding the dashboard in a web page.
must have document designer privileges.
must have the Web Edit Dashboard, Web Create Dashboard, and Web Run
create a dashboard by importing data, you must have access to the
file (Excel spreadsheet, text, or CSV file), database information,
or Salesforce.com report that you want to import. For best practices
information for importing data, see Best
practices: Importing data into MicroStrategy Web.
create a dashboard from existing data, you must first create the report
or Intelligent Cube to use to create the dashboard. For steps to create
a report, see Creating a report.
For background information on Intelligent Cubes, see the In-memory Analytics Guide.
To create a dashboard
||On the home page or any folder
page, click the New Dashboard
icon . The Select Dataset dialog box
||Do one of the following:
your dashboard by importing new data, under New, click Import
Data. Select the appropriate options to import and publish
your data, then click Create
Dashboard. For detailed steps to import data, see the appropriate
your dashboard using an existing report or Intelligent Cube, under
Use Existing, browse to and select the report or Intelligent Cube,
then click Next.
||Your dashboard is created and
displayed, containing a single blank visualization. To add data to
display in the visualization, choose from the following:
the visualization's type from a list and have MicroStrategy automatically
select data to add to the visualization to optimize your display,
in the empty visualization, click Select
a Visualization. The Select a Visualization dialog box
opens, with an icon displayed
next to the visualization Web recommends based on the data in
your dashboard. Click the icon of the visualization to use to
display your data.
||Depending on the
type of visualization you select, different visualization subtypes
may be available. For example, if you want to represent your data
as a bar graph, you can choose to display it as a vertical bar
graph or a horizontal bar graph. Click the icon for the subtype
to use to display your data. The visualization is automatically
created and added using data in your dashboard.
select the data to add to the visualization, from the Dataset
Objects panel to the left, double-click the names of the attributes
and metrics to add.
content to the dashboard
||You can add additional visualizations
to the dashboard. For steps to add a specific type of visualization,
see the related links below:
||Once you have created a dashboard,
you can add filters, text, and additional data to the dashboard, format
the display of your data, organize your content into multiple panels
and layout tabs, and so on. For background information and steps to
perform a specific task, see the appropriate link below.
||Click the Save
The Save As dialog box is displayed.
||Navigate to the location in which
you want to save the dashboard, then type a name and description for
the dashboard in the Name
and Description fields.
The dashboard is saved.