Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Prepare the Dashboard Display
- Dashboard Page
- Page Layout and Components
- Page Gallery and Page Categories
- Component Gallery and Component Categories
- The Breakdown View Component
- The Bubble Chart View Component
- The Cluster Bar Chart View Component
- The Forecast Component
- The Historical Metric View Component
- The Historical View Component
- The KPI List Component
- The KPI Rolodex Component
- The KPI View Component
- The Line and Bar Combination Chart View Component
- The Page Filter Component
- The Pie Chart Component
- The Scorecard Component
- The Stacked Bar Chart View Component
- The SWF Report Viewer Component
- The US Map Component
- The Web Intelligence Report Viewer Component
- The Web Intelligence Static Report Viewer Component
- Webi Report Categories
- The World Map Component
- The Xcelsius Reports Viewer (Flash) Component
- Customized Static or Dynamic URL Component
- Wiring Between Components
- Personalize the Dashboard
Dashboard Page
Dashboard is provided with default pages. The default pages are located in the Page Gallery, together with any pages you have created and saved.
You can also add a new page to the Dashboard.
In Dashboard, click the Save or Save As button.
Out-of-the-box Dashboard Pages Reference
The out-of-the-box pages are provided by the Content Acceleration Packs. For details, see Out-of-the-Box Content Acceleration Packs (CAPs) .
Open a Page
Dashboard is provided with default pages. The default pages are located in the Page Gallery, together with any pages you have created and saved. For details, see Dashboard.
To open a page, you can:
- Click the relevant tab.
- Click in the Dashboard toolbar, and in the Page Gallery that opens, right-click the page and select Open page option. You can also double-click the relevant page or click the page thumbnail and then the Open page button in the Page Gallery toolbar.
Close a Page or Delete a Page
To close a page, click the Remove layout button in the page tab. The page is closed in your workspace, but it is not removed from the Page Gallery. You can only delete user-defined pages. You cannot delete out-of-the-box pages.
To delete a page from the page gallery, click the Page Gallery button, select the page, and delete it.
Add a page to the Dashboard
To add a page, you can:
- Click the New Page button in the Dashboard toolbar.
- In the New Page tab that opens, you can format the page. For details, see Page Layout and Components.
- To save the page, click the Save or Save As button.
- In the Save to Page Gallery dialog box that opens, enter the name, description, and categories of the page.
The new page is now listed in the Page Gallery.
The new page also appears in the Dashboard as a new tab.
- To display the page, in Dashboard, click the Page Gallery button in the Dashboard toolbar. For details, see Page Layout and Components.
Duplicate a page
To add a page, you can:
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In the Dashboard, display the page you want to duplicate either by clicking the relevant tab or by selecting to display the page after clicking the Page Gallery button in the Dashboard toolbar and selecting the relevant page.
You can also open the Page Gallery, select the relevant page and click Clone Page from the toolbar or the right-click menu. Note that this is the only way to duplicate an out-of-the-box page.
- Once the page you want to duplicate is displayed, click the Save or Save As button.
- In the Save to Page Gallery dialog box that opens, enter the name, description, and categories of the page and select Save as new page.
The new page is now listed in the Page Gallery.
The new page also appears in the Dashboard as a new tab.
Save to Page Gallery Dialog Box
User interface elements are described below:
UI Element |
Description |
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Name |
Enter the name of the page as you want it to appear in the tab and in the Page Gallery. |
Description | Enter the description of the page. |
Save as new page |
Click to duplicate the page. It is recommended to specify the name of the duplicated page in the Name field before selecting this option. This option appears when you have selected an existing Dashboard page. |
New category. Click to create a new category. The New Category dialog box opens where you can enter the name of a new category and click OK to save it.
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Edit Category Name. Select the relevant category, and click the button to edit the category. The Edit Category Name dialog box opens where you can change the name of the category and click OK to save the change.
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Delete Category. Select the relevant category, and click the button to delete it. |
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<List of categories> |
The area lists the available categories. Select the categories where you want the page to appear. You can select more than one category. You can also create new categories. Note
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