Create a Dashboard

Dashboards are a useful way to present summary schedule and resource information in DTS.

The following activities require Dashboard Design Mode to be active.

To toggle Dashboard Design Mode on or off:

  1. Right-click an empty part of any dashboard.

  2. Select Design Mode to toggle this state on or off. If on, a tick appears next to the menu entry.

Create an Initial Dashboard

To create a dashboard in DTS:

  1. View ribbon >> Create New View >> Dashboard.

  2. Populate your dashboard.

    1. Right click an empty space on the view.

    2. Select Add Item.

      The Dashboard Report screen displays.

    3. Define your dashboard item Details, Datasource and (optionally) a Filter. See below.

  3. Click OK to populate your dashboard item with initial data.

    A new dashboard item displays.

  4. Right-click the dashboard item and select Chart Designer.

    The Chart Designer screen displays.

  5. Use the Chart Designer screen to enhance your chart with annotations, a legend and set the visual formatting and other properties. See Chart Designer.

Note: You can also create a new dashboard when any dashboard is displaying using Home ribbon >> Dashboard >> New.

Add Dashboard Items

To add dashboard items using the Dashboard Report screen:

  1. Display the dashboard you want to edit.

  2. Right click an empty space on the view.

  3. Select Add Item.

    The Dashboard Report screen displays.

Note: You can also add a dashboard item by displaying a dashboard and selecting Home ribbon >> Layout >> Add Dashboard Item.

Tip: Disable Design Mode and left-click-drag to rotate the view of 3D dashboard items. See Dashboard 3D Item Key Shortcuts.

Format and Add Dashboard Item Components

See Chart Designer.

Related topics and activities