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Creating a Dashboard Overview

Creating a dashboard takes two to four steps, depending on whether or not you want to 'keep it simple' or take advantage of the data source configuration filters, and widget design options in Insights Hub Monitor Dashboards. You also have the option when creating a dashboard to navigate to Dashboard Designer to create the dashboard, as discussed below.

The four steps are, in order of use:

Using Dashboard Designer for Dashboard Design

You can also design your dashboard in Dashboard Designer. After you click the "Add a Dashboard" link, the Dashboard Designer button displays in the top row of icons. Click the button to navigate to Dashboard Designer. You can begin creating your dashboard. If you need help in Dashboard Designer, click the magnifying glass icon at the top left of the page, next to the side bar.

Icons on the Dashboard Page

The dashboard user interface contains navigation links on the left side of the page, a central space that holds widgets, and tabs on the right for adding and configuring data sources and designing widgets.

There are two banks of icons at the top of the design space:

  • The center bank of icons (highlighted in "light red") applies to the widget you select.
  • The bank of icons toward the right at the top of the design space (highlighted in "blue") are for quick actions like, adding, saving, deleting, and sharing dashboards.
  • The three icons at the far right (surrounded in "light blue line") open panels where you can add and configure data sources and design widgets.

Illustration of the Dashboard Page Icons

This image illustrates the Dashboard page with notations showing which parts of the dashboard (widgets, data sources, or entire dashboard) the action icons apply to, as discussed above.


① Opens Help documentation
② Add Data Sources
③ Configure a Data Source
④ Design a Widget

Last update: January 22, 2024