Adding modules from the module library

A BI workspace is composed of tabs, and each tab contains modules that provide business information. BI workspaces modules can be saved to the Central Management Server (CMS) in BI platform or embedded in other BI workspaces.
  1. Perform one of the following actions:
    • Open a BI workspace.
    • Create a new BI workspace.
    • Create a tab or subtab on an existing or new BI workspace.
  2. Click Edit BI workspace.
  3. In the module library, locate the module to add, and perform one of the following actions:
    • To insert the module from the CMS, select it in Document Explorer or in the Public Modules or Private Modules category, and drag it to the workspace.
    • To insert a new module and customize it in the BI workspace, drag it from the Templates category to the workspace.
      Note: Modules selected from categories and configured in a BI workspace are saved as embedded objects in the BI workspace. They are not independent InfoObjects in the CMS. Embedded objects always refresh when they are opened.
  4. Edit, resize, and move the module as needed, and save it.
  5. Click Save > Exit Edit Mode.