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Procedure documentationCreating and Editing Dashboards

 

In Dashboard Builder, all information is delivered in dashboards. A dashboard consists of one of more tiles, each of which typically displays the values of one KPI (see Creating and Editing Tiles).

This procedure describes how to create a new dashboard as well as edit an existing dashboard.

Procedure

Creating a Dashboard

To create a new dashboard, proceed as follows:

  1. Choose the Add Dashboard pushbutton.

  2. Specify the dashboard name and choose a Category. Depending on the functional area of your dashboard, choose an existing category, or create a new one (see Maintaining Dashboard Categories).

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

  4. Create the tiles one by one. For more information, see Creating and Editing Tiles.

  5. To offer a dynamic filter at dashboard level, define global filters for the dashboard (for more information see Defining Global Filters).

  6. After you have created the dashboard, you can view it in end user mode, by choosing the View Mode pushbutton at the top right-hand side of the Dashboard Builder screen.

  7. To transport your dashboard, start the Transport Organizer (transaction SE09), find your request, and release it.

Editing a Dashboard

To edit a dashboard, proceed as follows:

  1. In the navigation bar, choose the dashboard that you want to edit, and choose the Edit Dashboard pushbutton.

  2. On the Edit Dashboard screen, you can change the Dashboard Name and its Category.

    You can also set and edit the dynamic filter at dashboard level (for more information, see Defining Global Filters).

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

  4. To transport the dashboard changes, start the Transport Organizer (transaction SE09), find your request, and release it.

Result

You have created a new dashboard or edited an existing dashboard, which is displayed in the navigation area of Dashboard Builder in the defined category.