Create a Custom Dashboard

Create a custom dashboard that displays the charts and data that you want to see. You can use the dashboard to run a report on any event.

Before You Begin

Browse the Chart Library to preview existing charts that you may want for your dashboard.
If there are no charts with the data that you want, use the Data Studio to create a new custom chart.

To create a custom dashboard:

Select the Business Insights navigation icon and select Dashboards > Custom
Select the (+) icon to create a new dashboard.
In the Create Dashboard popup, complete the following fields:
- Dashboard Name—Enter a dashboard name.
  
  Note
  If you use the Business Insights SDK, this name will be used for the dashboard. Note that you can access the SDK at https://test.pypi.org/project/extreme-venue-sdk.
- Dashboard Title—Enter the dashboard title that displays in the interface for the dashboard. The title must be alphanumeric and cannot have spaces or special characters.
- Dashboard Description—Enter a text description that will display if you do a mouseover of the dashboard's tooltip on the main Custom Dashboards screen.
- Edit Dashboard—Select this check box to open the new dashboard in edit mode immediately. Otherwise, if you leave this check box unselected, the new dashboard gets created and added to your Custom Dashboard list, but you will need to complete the dashboard setup later.
- Dashboard Type—From the drop-down, select the type of dashboard that you want to create (historical data or live data).
Select Create.
- If you select Edit Dashboard, the new dashboard is created and opens in edit mode right away. Go to the next step.
- If you left Edit Dashboard unselected, you can use the Edit an Existing Custom Dashboard procedure later to add charts to the dashboard.
For each chart that you want to add, select and drag the chart onto the dashboard page.

Note
To remove a chart from the dashboard, select the trashcan icon in the top right of the chart.
Select Save.