Dashboard Designer Tutorial

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Note: See the Getting Started with Pentaho Guide for details about new dashboard features.
  1. Go to the File menu, then select Dashboard from the New sub-menu. A New Dashboard page will appear with the default 2 by 2 layout selected.
  2. Click back to the Templates tab. then select the two-column dashboard layout from the horizontal list. The dashboard layout will change from four panes to two.
  3. Click the Theme tab to switch to the Theme pane.
  4. Select the Cool Blue theme.
  5. In Objects list on the left, click the Untitled 1 item. The left panel in the two-column layout will be selected.
  6. In the upper right corner of the Untitled 1 panel click the Insert Content down arrow and choose File. In the browser, navigate to /steel-wheels/Dashboards/Widget Library/KPIs/Sales Year /Year (Flash) and click Select.
  7. In the Title field below, type Yearly Sales Trend.
  8. Click Apply.
  9. Click Untitled 2 in the Objects list to switch to the right panel.
  10. In the upper right corner of the Untitled 2 panel click the Insert Content down arrow and choose File. In the browser, navigate to /steel-wheels/dashboards/Widget Library/KPIs/Productline Mix - Total Sales (flash) and click Select.
  11. In the Title field in the lower portion of the screen, type Product Share.
  12. Click Apply.
  13. Click Filters in the Objects list. The Filter Editor will appear on the right.
  14. Click the Show Filter Toolbar checkbox. This toolbar enables user-interactive controls at the top of the dashboard.
  15. Click the + in the upper right corner of the Filter Editor. The Filter Properties dialog box appears.
  16. In the Name field, type Territory. This is display name for the filter control label.
  17. Enable Display Name as Control Label if you want users to see the display name in the filter toolbar.
  18. In the Filter Properties dialog, click + The List Value dialog appears.
  19. Type North America into the Label field, and NA in the Value field, then click Add.
  20. Add two more list values for Europe/EMEA and Asia Pacific/APAC, then click Close.
  21. Click Ok in the Filter Properties dialog to finish creating the filter list. A drop-down box will appear in the filter toolbar at the top.
  22. In the Objects list, click Yearly Sales Trend.
  23. In the Region line, click the down-arrow and select Territory.
  24. Repeat the previous step for Product Share.

You now have a functional dashboard that shows bar and pie chart data filtered by sales region. To switch to a different region, select it from the Territory drop-down box in the upper left corner of the dashboard. You can now save your dashboard and share it normally through the Pentaho User Console. Feel free to experiment further with Dashboard Designer.