Create a dashboard template | Create & V…
https://www.dundas.com/Support/learning/documentation/create-view-content/create-a-dashboard-template
Create a dashboard template Create a new template by going to the main menu, clicking New, and then clicking Template. Use the template when you create a new dashboard. Detach the template if you no longer want to use it. Create or import your dataset. Clean up your dataset. Add multiple worksheets to set up your workbook. Set up the main goal for your dashboard. Analyze your data. Choose the chart type that suits your requirement. Filter your data in the Chart Data worksheet. 1. Overview Use a dashboard template to define a common base or starting point from which to design dashboards. ...
Create a new template by going to the main menu, clicking New, and then clicking Template.
Use the template when you create a new dashboard.
Detach the template if you no longer want to use it.
Create or import your dataset.
Clean up your dataset.
Add multiple worksheets to set up your workbook.
Set up the main goal for your dashboard.
Analyze your data.
Choose the chart type that suits your requirement.
Filter your data in the Chart Data worksheet.
1. Overview Use a dashboard template to define a common base or starting point from which to design dashboards. ...
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