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:

Example of a dashboard

You can add data to a dashboard in the following ways:

By importing the data from a file, Freeform script, database, or Salesforce.com report. For an overview of importing data, see About importing data into MicroStrategy Web.
Based on an existing report, including Intelligent Cube reports and MDX reports. For background information and steps to create a report, see Creating a report.
Based 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.

Prerequisites

You must have document designer privileges.
You must have the Web Edit Dashboard, Web Create Dashboard, and Web Run Dashboard privileges.
To 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.
To 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

1 On the home page or any folder page, click the New Dashboard icon New Dashboard icon. The Select Dataset dialog box opens.
2 Do one of the following:
To create 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 link below:
Importing data from a file on your computer or network, a URL, or a file URI scheme
Importing data using a Freeform script
Importing data from a database
Importing data from a Salesforce.com report
Importing data from Google Analytics
Importing data from Google BigQuery
Importing data from a file stored on Dropbox
Importing data from a file stored on Google Drive
Importing data by typing or pasting values directly into Web
Importing data from a sample file
To create your dashboard using an existing report or Intelligent Cube, under Use Existing, browse to and select the report or Intelligent Cube, then click Next.
3 Your dashboard is created and displayed, containing a single blank visualization. To add data to display in the visualization, choose from the following:
To select 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 Recommended Visualization 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.
To manually 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.

Add content to the dashboard

4 You can add additional visualizations to the dashboard. For steps to add a specific type of visualization, see the related links below:
Creating a Density Map visualization
Creating a Grid visualization
Creating a Graph visualization
Creating a Heat Map visualization
Creating an Image Layout visualization
Creating a Map visualization
Creating a Map with Areas visualization
Creating a Network visualization
5 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.
Adding filters to a dashboard
Adding derived metrics to a dashboard
Adding, editing, and removing text in a dashboard
Adding, modifying, duplicating, and deleting panels from a dashboard
Adding, duplicating, renaming, and deleting layouts in a dashboard
Adding and removing datasets from a dashboard
Formatting and working with dashboards

Save the dashboard

6 Click the Save icon Save As icon. The Save As dialog box is displayed.
7 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.
8 Click OK. The dashboard is saved.

Related topics

About Visual Insight in Flash
About visualizations