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Creating the Dashboard and Adding a Data Source

In order to create your dashboard, you will first need to click the blue button at the bottom of the dashboard selector.

NewDashboardButton_Desktop

Adding a Data Source

After clicking the New Dashboard button, you will see the following screen:

AddNewDataSource_Desktop.png

Click "Browse Files" and select the sample ReportPlus Dashboard Tutorials spreadsheet. In the next dialog, click the Finance Dashboard sheet and then Select.

SelectingFinanceSheet_Desktop

After selecting your data, you will see it displayed in a Grid View (the default visualization), in the Widget Editor.

FinanceFirstWidgetGrid_Desktop