The Workflow

SAS BI Dashboard has two aspects: the dashboard viewer (used by dashboard users) and the dashboard designer (used by dashboard administrators).

Generally, you access dashboards and SAS BI Dashboard from a SAS BI Dashboard portlet within the SAS Information Delivery Portal. (For more information, see Getting Started: The SAS Information Delivery Portal.)

Your role (dashboard user or dashboard administrator) determines the functions that are available to you.

You can also start the dashboard viewer directly by using this URL within your browser:

http://<server>:<port>/SASBIDashboard.

As a dashboard user, you work with dashboards in the SAS BI Dashboard portlet.

You can also click (in the upper right corner of a dashboard) to work with dashboards in the dashboard viewer, which opens in a separate window.

The dashboard viewer opens and displays the dashboard that was displayed in the SAS BI Dashboard portlet.

The dashboard viewer enables enhanced functionality. For more information, see Working with Dashboards and Indicators in the Dashboard Viewer.

As a dashboard administrator, you manage dashboards in the dashboard designer of the SAS BI Dashboard. To start the dashboard designer, click in a dashboard in a SAS BI Dashboard portlet, or click Manage Dashboards when displaying dashboards in the dashboard viewer.

When you start the dashboard designer using either of the previous methods while viewing a dashboard, the same dashboard is displayed in the dashboard designer so that you can quickly modify it.

When you start the dashboard designer using either of the previous methods while not viewing a dashboard, a default page is displayed in the dashboard designer.