High Level Steps of Creating Dash board in BO XI R2

Here are the steps -

1. Build a metic universe & Export it to performance management

• This universe need not have any calendar.
• All the measures must have a self join i.e. under where clause the event date should be mentioned between start date and end date.
  Example - DATE_ID between @Prompt('Begin_Date','D',,mono,free)
  and @Prompt('End_Date','D',,mono,free)
• select clause should not contain any aggregate function like sum, avg, etc.
• Import the universe in performance management -
  Performance management>Setup>System Setup>Universes>Add Universe
• Select the time dimension as you required from time configuration -
  Use Performance management>Setup>Time Config
  

2. Create/Edit Metrics

• Create the Metrics -
  Performance management>Dashboard Manager>Metrics>
  
• Select proper calculation interval
• Check "Stop at current period" to stop calculation till today. This helps you to see the dashboard till today.
• After creation of Metrics, don't forget to refresh it. Otherwise, you will not be able to see the data.
  
• Use purge and refresh after editing the calculation period.
  

3. Create Metric Analytics

• Create the analytics -
  Performance management>Dashboard Manager>Metric Analytics>
  
• Use "Save as" to save it in proper folder
• Use proper render style and graph properties
  

4. Create A dashboard

• Add a dashboard
• Save the dashboard in proper directory
  

5. Place the Metric Reports on dashboard

• Open the dashboard in the directory.
• Select customize then pick the analytics that you want to see in your dashboard