How do I create a chart from a Dashboard layout?

Administrators are able to create and maintain a library of pre-defined charts that can be used for Dashboard layouts. Data for charts can be derived from four different places: reports, Dashboard layouts, Measures, and Executive Reviews. This article describes how to create a chart from a Dashboard layout.

1. Click Charts

Click Charts
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Charts.

2. Click Add New

  • Click Add new.

3. Enter Chart Details

Enter Chart Details
  1. Enter a title for the chart.
  2. Enter a description for the chart.
  3. Select Dashboard as the Data source.
  4. Select a Dashboard layout from the context sensitive drop-down menu.
  5. Specify chart options to set up your chart. See the article What does the Chart tab do? for more information about chart options.
  6. Click Submit.

Title: A title for the chart. The title is displayed at the top of the chart.

Description: Text that describes the chart's purpose.

Data source: Select a data source to define where your chart will derive data from.

Layout: Select a Dashboard layout to use as the data source for your chart.

4. View Chart

  • View newly created chart in the charts list. Once a chart has been created here, it can be added to a new or existing Dashboard layout. See the article How do I add a new Dashboard layout? for more information.

5. View Chart

  • View newly created chart on the Dashboard.

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