Manage Dashboards

You may also select DASHBOARDS > Manage to manage your existing dashboards.

Steps

6. Go to DASHBOARDS > Manage.
   • You see the list of Favorites. It is the default tab.

1. From here you may:
2. Open/Edit the dashboard
3. Restrict the list by using the Search Text
4. Favorite or un-Favorite a dashboard
5. Click the My tab.

1. From here you may:
2. Open/Edit the dashboard
3. Restrict the list by using the Search Text
4. Create a new saved dashboard
5. Delete and existing saved dashboard
6. Favorite or un-Favorite a dashboard
7. Share this dashboard with groups and/or users
8. Edit the Name or Description of a dashboard
9. Assign a dashboard to one or more (or all) Configurations
10. Click the Recent Tab.

• From here you may:
• Open/Edit the dashboard
• Restrict the list by using the Search Text
• Favorite or un-Favorite a dashboard

Example

Go to DASHBOARDS > Manage.

Click the My tab.

Click Create. Enter the name “New Dashboard” and press Enter.

9. Click the Recent Tab.

Delete a Dashboard

You may delete any dashboard that you created.

Steps

10. Go to DASHBOARDS > Manage.

11. Select the line of the dashboard to delete.
12. Click Delete.
13. Click Yes.

Example

Go to Dashboards > Manage.

Click the My tab.

Select New Dashboard and click Delete.

Click Yes.

Favorite a dashboard

You may favorite any dashboard that you created or is shared with you.

Steps

14. Go to DASHBOARDS > Manage.
15. Click the Favorite icon.
16. To un-favorite, click the Favorite icon.

Example

Go to DASHBOARDS > Manage. Click the Favorite icon next to New Dashboard. Then go to the Favorites tab.

Un-favorite New Dashboard by clicking Favorite again.

Multi-Select in MANAGE Dashboards

You may perform all the MANAGE > Dashboard functions on multiple worksheets in the grid by multi-selecting. The Show actions control is then presented in the grid header with the number selected.

Shared Dashboard

Dashboards have an owner who is the creator of the dashboard. That owner may open, edit, or remove a dashboard. The dashboards that one owns may always be found in the My tab under DASHBOARDS > Manage.

In addition, a dashboard may be shared, with specific users and/or groups. One may share the dashboard as

• Viewer able to see and query with the dashboard, as well as save it as a new dashboard and edit it.
• Editor can edit the dashboard name and content. Only the owner can change the sharing options, assign to configurations and delete the object.

Once shared, users that are in the sharing criteria specified may view and favorite those worksheets, as well.

Assign a Dashboard to a Configuration

When you assign a Dashboard to one or more configurations, the Dashboard will only appear in those configurations for all by the DASHBOARDS > Manage screens, e.g., the DASHBOARDS > Explore menu.

Steps

1. Go to DASHBOARDS > Manage.
2. Go to the My tab.
3. Double-click in the Configurations cell for the row containing the Dashboard.
4. Pick one or more configurations to assign the Dashboard to.
5. To assign a Dashboard to all configurations, simply remove the specific (or all) specific configuration assignments.

Example

Go to DASHBOARDS > Manage and go to the My tab double-click on the Configurations cell for New Dashboard.

Select the Configuration and click OK.

Now, go to the DASHBOARDS > Explore and note the New Dashboard is not in the FAVORITES list.

But, if you switch configurations to that one, you will see the New Dashboard.

Share a Dashboard

The owner (creator) of a collection may share that collection with users and/or groups.

You may also assign ownership.

Steps

1. Go to DASHBOARDS > Manage.
2. Go to the My tab.
3. Either:
   • Right-click a dashboard and select Share.
   • Double-click in either the Viewers or Editors column for the collection to share
4. Pick one or more users and/or groups to share the collection with.
5. To un-share a collection, simply remove the specific (or all) users and/or groups.
6. You may use the pencil icon next to the Owner to assign a new owner.

Example

Go to DASHBOARDS > Manage. Click the My tab. Click the line for New Dashboard.

Double-click in the Viewers cell

and pick the user Bob to assign the sharing role.

Click ADD.

Log out and log in as Bob.

Go to DASHBOARDS > Manage. Click the Shared with Me tab. Click Search. Locate the New Dashboard. Click Favorite next to that dashboard.

Now, go to the Favorites tab and see this dashboard as Bob.

Click on the dashboard name and then click Save As and enter the name “Bob’s Dashboard” and Click OK.

Using Shared Dashboards

Simply because you have shared a dashboard does not mean that all those other users can see it. They must first look it up in Shared with Me. Once they have done so, they may

• View it
• Favorite it
• Save As their own dashboard that they may edit.

Steps

7. Sign in as a user with the Application Administratorcapability global role assignment.
8. Go to DASHBOARDS > Manage.
9. Go to the Shared with Me tab.

10. Enter text in Search Text, pick an OWNER, or just click Search.
11. From here you may:
    • Open/Edit the dashboard
    • Restrict the list by using the Search Text
    • Restrict the list by using the OWNER
    • Favorite or un-Favorite a dashboard

Example

Sign is as Bob. Go to DASHBOARDS > Manage, then go to the Shared with Me tab.

You may enter text, but in this case the list is short so just click Search.

Select the My Dashboard and click Favorite.

Go to the Favorites tab.