Define Dashboard Templates

Starting in MicroStrategy 2021 Update 8, Application Architects can define any dashboard as a template. Additionally, administrators or architects can set a template as the default for a project. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image or even one or more datasets, thus guiding the user and ensuring they adhere to corporate standards. When creating new dashboards, users are presented with an interface that gives them the option to first select a dataset, and then select one of the templates to which they have access.

Check out the topics linked below to get started:

Define an Existing Dashboard as a Template
Create a New Dashboard and Set It as a Template
Create a New Dashboard Using a Template
Configure a Template as the Project Default

Define an Existing Dashboard as a Template

Open the Workstation window and locate the dashboard you want to use as a template.
Right-click the dashboard and choose Set as Template.

Create a New Dashboard and Set It as a Template

You must have the Web save Templates and Filters privilege.

Go to File > Save As.
Select Set as Template.
The dashboard displays a template icon in the title bar, as well as the Workstation window. If necessary, you can remove the dashboard as at template by clicking Unset It.

Create a New Dashboard Using a Template

In the Navigation pane, click , next to Dashboards.
Select one or more datasets. This step is optional.
Click Select Template.
Click on a template.
Click Create.

The Blank template and Blank Dashboard button can be used to create an empty dashboard, if the you choose not to use a template.

Configure a Template as the Project Default

In the Navigation pane, click Projects.
Right-click a project and choose Properties.

Choose Get Info if you are using a Mac.
In the left pane, click All Settings.
Search for Default Dashboard Template.
Click on the browse icon to select the template.
Click OK.