Personal Dashboards › How to Set Up a Dashboard › Dashboard Layout › Configure a Dashboard with Tabs

Configure a Dashboard with Tabs

This procedure explains how to add tabs and portlets to a dashboard. The procedure assumes the dashboard and portlets are already created.

Note: When creating a dashboard, ensure that you designate the Type as Page with Tabs to add tabs to the dashboard. If the option is not selected, you cannot add a tab.

Use the Tabs: Content and Layout section to manage the tabs for the dashboard. The following list describes the purpose of the icons used in this section:

+

Adds a new tab to the tab list in the content pane or adds an existing portlet to the tab in the layout pane.

-

Removes a tab from the dashboard.

Opens a tab for editing.

Up arrow

Moves a tab up in the dashboard presentation.

Down arrow

Moves a tab down in the dashboard presentation.

Opens a page to create a portlet.

Add a Tab to a Dashboard

Follow these steps:

1. With the details page for the dashboard open, click the Add Tab icon in the Content and Layout section.

   The create page appears.

2. Complete the following fields:

   Tab Name

   Defines the name for the tab that appears on the dashboard.

   Tab ID

   Defines a unique alphanumeric identifier for the tab.

   Description

   Defines the purpose of the tab and provides any relevant information.

   Personalizable

   Specifies if a user who can view the dashboard can personalize the tab. The changes are local to the user who makes them.

3. Save your changes.

Add a Portlet to a Dashboard

Follow these steps:

1. With the details page for the dashboard open, highlight the tab in the Contents and Layout section to configure.

   The right pane in the Content and Layout section changes to display any existing configuration for the tab.

2. Click the Add Portlet icon in the Content and Layout section.

   A list page of available portlets appears.

3. Select the check box for each portlet to add to the dashboard, and click Add.

   The details page appears with the portlet icons for the tab showing in the layout area.

4. Select the layout template.

   You can mouse-over each template in the list for the column format it represents. The template you select determines how many columns appear on the dashboard and the percentage of the dashboard allotted to each column.

5. Drag and drop the portlet icons into the position on the tab.
6. Save your changes.
7. Complete the preceding steps for each tab to configure.