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Adding a Widget to a Dashboard

Adding a Widget to a Dashboard

To add a widget to a dashboard, use the following general procedure:

  1. Display the dashboard as described in Displaying Business Intelligence Dashboards.

  2. If you make unrelated changes to the dashboard, and if you want to keep those changes, save them.

    When you add a widget, the Dashboard Designer saves the dashboard with the newly added widget but discards other unsaved changes.

  3. Do one of the following:

    • Click Menu > Add New Widget... — Use this option to add a new widget that does not include any configuration details.

    • Click Menu > Add Widget from Catalog.... — Use this option to reuse a configured widget that you previously saved to the widget catalog.

      You can reconfigure this widget, if needed; you can change any detail except for the widget type. However, you generally use this option when you have saved widgets that are already configured in common ways for your needs.

    • Display the Dashboard Editor, click Widgets, and then click the plus sign button.

    The system then displays a wizard where you select a widget and specify basic information for it.

  4. Navigate to a widget type and (if applicable) subtype.

  5. (For most types of widgets) Optionally specify of the following items:

    Or specify a data source later, as described in Specifying the Data Source for a Widget.

  6. Specify a name for Widget Name. Note that each dashboard widget must have a name.

  7. Click OK to add the widget to your dashboard.

  8. Optionally configure the widget. For information on specific types of widgets, see the following articles:

  9. Optionally add controls to the widget. See Adding Widget Controls.

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