Creating a dashboard and placing widgets

The best way to show you how to build a dashboard and help you become familiar with the dashboard editor is to walk you through a simple dashboard build.

Creating a sales dashboard

We will create a sales dashboard based upon the Opportunities dataset in My First Analytics App. Follow these steps:

1. Create a fresh query by clicking on the Create Query button on the right-hand side of the canvas.
2. Select the Opportunities dataset in My First Analytics App. This brings you to a view that is familiar to you as being almost identical to a lens.
3. At the top left, where you see a pencil icon, rename the query Pipeline by Close Date.
4. Change the measure (Bar Length) to Sum of Amount.
5. Add a grouping (Bar) for Close Date (Year-Month).
6. On the far right, click on the Charts icon and change the chart type to Time Bar in the DATES & TIMES category.
7. Add a filter for Closed equal to the value of False (as in, open opportunities...