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Procedure documentationMaintaining Dashboard Categories

 

In the Dashboard Builder, all information is delivered in dashboards which are grouped into functional categories. In the Dashboard Builder, the categories and their dashboards are displayed in a navigation panel at the left-hand side of the screen.

This procedure describes how to create a new category, or modify the existing custom categories.

Procedure

To change the dashboard categories, proceed as follows:

  1. Choose the Edit Dashboard button.

  2. In the screen Edit Dashboard, choose the Edit button next to the dropdown list box Category.

  3. In the screen Edit Dashboard Category, you can choose from the following functions:

    • To add a new category, choose the Add button and specify the new category name.

    • To modify an existing category, change the name directly in category table.

    • To delete a category, select the category, and choose the Delete button.

    • To change the order of categories in the navigation panel, select a category, and choose the Up or Down button on the toolbar.

  4. Choose Save. In a selection screen, you are asked for a transport request. Choose an existing transport request or create a new one, then choose OK (for more information, see Transporting a Dashboard).

Result

You have changed the category list in the navigation panel.