Home > SI 2017 Documentation > User Guide > Projects > Dashboards > Creating Custom Dashboards

Creating Custom Dashboards

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You can create your own custom Dashboards from scratch or you can clone existing Dashboards to modify them. Click Start->Projects->Manage Dashboards to open the Dashboard Explorer interface.


manage dashboards.png


To create a new Dashboard, click the [New] button:


new button.png


This will open the New Dashboard form:


new dashboard general tab.png


You are required to enter a name and then you can make the rest of your choices. You will choose a Data Source:


data source dropdown.png


You can assign your Dashboard to an existing Category or you can create a new Category via the link:


category dropdown.png


You can choose your default chart type as well as choose which Definitions (grouping) you want for your Dashboard:


chart type and definitions.png


You will then choose whether you want one or two Series of data, and what you want that data to be:


series selections.png


And lastly you can click the Filters tab if you want to pre-set any filters:


new dashboard filters tab.png


When done, click the [Save and Close] button. Your custom Dashboard will display with a slightly different icon. If you then make any adjustments/changes to your custom Dashboard within the Dashboard Explorer, you have the option to save your changes:


save chart options button.png


You can also choose to Clone an existing Dashboard if you don't want to start from scratch:


clone button.png


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