Add Prompts to Dashboard Pages

You can add a prompt to a dashboard or dashboard page to prompt the dashboard user to specify an option, such as a type of currency to use or a value to filter the data displayed.

For example, you can create a dashboard prompt for the Brand column. You add the prompt to the Sales Performance dashboard, to drive the content on the dashboard page. You add a filter for Brand that uses the "is prompted" operator to flag the column as ready to be filtered by a prompt. When the prompt is used, the results include only records where the data in the column that is prompted matches the user's choices.

  1. If you don't already have a prompt:
    1. At the Home page, under New click More then select Dashboard Prompt.
      Description of create-new-dashboard-prompt.png follows
      Description of the illustration create-new-dashboard-prompt.png

    2. Select a subject area or data source.
    3. Click New, then Column Prompt, then select the column type.
    4. Specify the details then click OK.
    5. Click Save and save the prompt in the catalog.
  2. Open the dashboard for editing.
  3. In the Dashboard builder's Catalog pane, locate the prompt and drag it onto the dashboard.
    Description of add-dashboard-prompt.png follows
    Description of the illustration add-dashboard-prompt.png

  4. To configure the prompt, hover over the prompt in the dashboard designer and click Properties (XYZ).
    For example, from the Properties menu, select Scope and choose Dashboard to apply the prompt to the entire dashboard, or Page to apply the prompt to just the current page.
  5. To specify whether to include the prompt's Apply and Reset buttons on the dashboard page, in the toolbar of the Dashboard builder, click Tools. Then select Prompts Buttons on Current Page and either Apply Buttons or Reset Buttons.
  6. Click Save in the dashboard toolbar.
  7. To preview the dashboard page, click Preview in the dashboard toolbar.