Create a Dashboard

To create a new dashboard in the SAS BI Dashboard designer, complete the following steps:
  1. Click New dashboard icon in the workspace when you first open the dashboard designer. The Create a Dashboard window appears.
  2. Type the name, and then click OK.
  3. You can add content to the dashboard in the following ways:
    • To add an indicator to the dashboard, drag an indicator from the Library section of the Objects pane onto the dashboard or into a container.
      Note: You can add an indicator to the same dashboard only once.
    • To add a label or an image, drag one from the Static Content section of the Objects pane onto the dashboard. For information about static content, see Overview.
    • To add a template to the dashboard, drag one from the Layout Templates section of the Objects pane onto the dashboard. For more information, see Using a Template to Lay Out Dashboard Content.
  4. Set the dashboard properties. For information, see Setting Dashboard Properties.
  5. Set the properties of the objects that you added to the dashboard. For information, see Setting the Properties of Indicators and Other Objects in a Dashboard.
  6. Click Save icon to save the dashboard.
  7. In the Save As window, type a name and choose a location, such as Productsthen selectBI Dashboard 4.3then selectDashboardConfigs.
    Tip
    Organize your folder structure before you create a dashboard and its components. Changing file locations afterwards is difficult.
  8. Click Save.
  9. In the Library section of the Objects pane, navigate to the location that you selected in the Save As window. The dashboard file is located in this directory.
    Note: The filename uses the name that you specified. The file extension is .dcx.
  10. Test the dashboard. For information about testing and viewing the dashboard, see Testing Dashboards.
  11. Close the dashboard tab in the workspace.
For information about features that you can use in the dashboard workspace, see Working in the Dashboard Workspace.