In this document, you will learn how to create a new dashboard, create widgets on the dashboard and utilize filters at the dashboard level and at the report level to show specific data.

This dashboard will display information related to gross and company net cash flow dollars. There will also be a report to show active wells by year. Let’s get started!

Create a new Dashboard


  • Click the Plus sign and choose New Dashboard
  • Choose the data source – In this case, the datapoints that we will need are all located in the Posted detail Cube
  • You will also name this dashboard. You can always change the name of the dashboard later if you need.
  • Title the dashboard – LOS Analysis



The dashboard will be listed at the bottom of the dashboard panel. What you create can be renamed by clicking the more options button that is located to the right of the dashboard name.