Creating Dashboards |
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Before you begin this task:
You must create a Business Measure and a KPI.
The purpose of a dashboard is to equip you with actionable business information in a format that is intuitive and insightful.
- Drag the Business Measure or KPI control to the Dashboard designer (XForms).
- Right-click or double-click the control to specify properties such as view type, time-frame, ranges, and view it on the dashboard.
- To define a drill-down between the views, you can use the Configure drill-down option from the context menu of each view.
- Save and assign the created XForm to a user or role to view it as a dashboard.
The dashboard is created.
Note:
- The dashboard can be viewed only if the user or role has access permissions on all the underlying Web services of the Business Measure or KPI objects used in the dashboard. These Web services are available along with the composite controls of the Business Measure or KPI.
- You can invoke the method
<controlID>.refresh()through a script to achieve the Refresh functionality for the Business Measure and KPI controls. This method can be invoked for any available event. - For the modified properties of the Business Measure or KPI to reflect in an already created XForm (dashboard), you must drag the control again to the XForm and save it.