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Create dashboard pages by using Dashboard Designer (SharePoint Server 2013)

SharePoint 2013
 

Applies to: SharePoint Server 2013

Topic Last Modified: 2013-12-18

Summary: Learn how to create dashboard pages by using PerformancePoint Dashboard Designer in SharePoint Server 2013.

When you and other dashboard authors have created one or more views to display in a dashboard, you are ready to create dashboard pages to contain those dashboard items. Read this article to learn how to create dashboard pages by using PerformancePoint Dashboard Designer.

When you use Dashboard Designer to create your dashboard pages, you start by selecting a page template. You can change the page layout template selected for each page, and then you can add items to the pages.

To create the first page of a dashboard
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. In the ribbon, click the Create tab.

  3. In the ribbon, in the Dashboard Items group, click Dashboard.

    The Select a Dashboard Page Template dialog box opens.

  4. Select a page layout for the dashboard page, and then click OK.

    You can select from seven different page layout templates, as in the following list:

    • 1 Zone

    • 2 Columns

    • 2 Rows

    • 3 Columns

    • 3 Rows

    • Column, Split Column

    • Header, 2 Columns

    TipTip:
    Select the page layout template that is best suited for the dashboard content that you want to display. For example, if you have only one report or scorecard to display, you might select the 1 Zone template. On the other hand, if you have several reports and a dashboard filter to display, you might select the Header, 2 Columns template.
    We recommend that you do not display too many items in a single page. Otherwise, the individual items on the page might not be displayed correctly. You can easily add more pages to a dashboard to display a large number of reports and scorecards in the dashboard.
  5. (This step is optional.) Make changes to the dashboard page layout. For example, you can add or remove a dashboard zone, or configure the sizes of dashboard zones. For more information, see Add, remove, or change the sizes of your zones.

  6. In the center pane, click the Properties tab.

  7. In the Name box, type the name that you want to use for the dashboard.

    NoteNote:
    The name that you specify applies to the dashboard, not individual dashboard pages.
  8. (This step is optional.) To specify a location for the dashboard, click the Display Folder button, and then select or create a folder.

  9. (This step is optional.) To specify a name for the dashboard page, follow these steps:

    1. In the center pane, click the Editor tab.

    2. In the Pages section, click the dashboard page name to highlight it, and then type a new name for the page.

  10. In the Workspace Browser, right-click the dashboard, and then click Save.

To add pages to a dashboard
  1. Begin with the dashboard open for editing in Dashboard Designer. In the center pane, click the Editor tab.

  2. In the Pages section, click New Page to open the Select a Dashboard Page Template dialog box.

  3. Select a page layout for the dashboard page, and then click OK.

  4. (This step is optional.) Make changes to the dashboard page layout. For example, you can add or remove a dashboard zone, or configure the sizes of dashboard zones. For more information, see Add, remove, or change the sizes of your zones.

  5. (This step is optional.) To specify a name for the dashboard page, follow these steps:

    1. In the center pane, click the Editor tab.

    2. In the Pages section, click the dashboard page name to highlight it, and then type a new name for the page.

  6. Repeat steps 1-5 for each page that you want to add to the dashboard.

  7. If you want the page navigator displayed, then click the Properties tab and select the Include page list for navigation check box.

  8. In the Workspace Browser, right-click the dashboard, and then click Save.

After you have set up your dashboard pages, you are ready to add items, such as reports, scorecards, and filters, to those dashboard pages.

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