Create a dashboard

A dashboard is a group of related content that you can view together on one screen.

To create a dashboard

1. Identify the charts and grids you want to group together in one dashboard.

2. For each chart or grid:

   1. Type a descriptive keyword or set of keywords for the group of content you are including in the dashboard.

      For example, if you are creating a dashboard of information related to your Seattle operations, you could type "seattle" as a keyword for each chart or grid you want in the dashboard.

      Tip: Remember to select one or more keywords that define just the content you want to include in the dashboard. If you are too general, you may end up with extra content you did not want in the dashboard.

   2. Save (or resave) each chart or grid.

3. Search for the keyword or keywords you want to associate with this dashboard.

   

4. Under Saved Content, select the correct keyword or set of keywords from the list.

   This will display all related content as a dashboard. You'll see the keyword or keywords you've specified at the bottom of the page.

Now, you can save your dashboard from the Share menu in the lower-right corner.

Note: When you share a dashboard, all of the associated content is also shared and marked with this icon:
If some of your content isn't shared yet, a prompt asks if you'd like to proceed by sharing both the dashboard and all of its content.

Tutorial: See this related tutorial online:
- How to create a dashboard in AVEVA Insight