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How to Add a Custom Dashboard
Follow the steps mentioned below to build an application-independent custom dashboard:
To add a custom dashboard, click the CUSTOM DASHBOARD option in Figure 9.
Figure 10 then appears.
In Figure 10, specify the following:
Click the CREATE button to create a new dashboard. There are a few parameters that are pre-set while a dashboard is being created. If you wish to alter those pre-set parameters while creating a dashboard, click the icon in Figure 10. Figure 11 will then appear.
The preset parameters are defined below:
Sharing: Indicates whether or not you want to share the new dashboard with other users, and if so, what should be the level of sharing. For this, pick any of the following options from the Sharing drop-down list. By default, the Private option is chosen from this list.
Finally, click the Create button to create the new dashboard.
To modify a pre-existing dashboard, click on the icon that corresponds to each dashboard in the AVAILABLE DASHBOARDS page or by clicking the icon while editing the dashboard. A MODIFY DASHBOARD pop up window will then appear as shown in Figure 13 using which you can change the name of the dashboard, the frequency with which the dashboard is to be refreshed etc.
If required, you can even modify how a dashboard is to be shared with other users registered with the eG Enterprise. For this, you need to click the icon(see Figure 14). Finally, clicking the Update button will help you apply the necessary changes made.
To clone an existing dashboard, click the icon in the dashboard. Figure 15 will then appear where you will be asked to provide the New Dashboard Name of the cloned dashboard.
The cloned dashboard will then be listed in the AVAILABLE DASHBOARDS page as shown in Figure 16.
To design a dashboard, you need to click on the Add a Widget button in Figure 12. Figure 17 will then appear using which you can customize the dashboard of your interest. Designing a My Dashboard will explain in detail about how to design a dashboard.
You can even personalize the background of your dashboard by clicking the icon. Figure 18 window will then appear listing a set of background themes.
Clicking on any background theme will change the dashboard background accordingly. You can also import any image of your interest as a dashboard's background to reflect your interest or mood by simply uploading an image using the Choose file option available in the UPLOAD YOUR OWN section.
If the dashboard that you are currently building is not the default dashboard, then an additional icon will appear which when clicked will set that particular dashboard as the default dashboard (see Figure 19).