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Adding Sections to a Siebel Analytics Dashboard

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When populating the column on a new page, you can choose between the New Section link and the Add Folder link:

The New Section link creates a folder directly in the dashboard, underneath the _Portal folder.
The New Folder link allows you to create a folder anywhere in the /Shared folder and add it as a section to your dashboard. A shortcut to the folder is placed in the dashboard, but the actual folder is in the /Shared folder.

Folders added to the dashboard with the New Section link are visible only when the dashboard is being viewed. Consequently, they cannot be shared between dashboards.

NOTE:  If a folder already exists with the content you want to display in a dashboard, you can select that folder when you add the section. The contents of the folder will be displayed in the new section in the dashboard. Any content that is added to the folder later will automatically appear in the section.

To add a section to a dashboard

Navigate to a dashboard page to which you want to add content.
Click the New Section link.

NOTE:  If there are multiple columns in the dashboard, click the New Section link for the column you want to modify.

The Create New Section page appears.

In the Section Name text box, type a name for the dashboard section.
In the Description text box, type a brief description to explain the type of content the section will display.
Click Create Section.

The updated dashboard appears.

After a section has been added to a dashboard, you can edit the section to add the following items:
New requests
Existing requests
Images
Links or text
Items from the Web Catalog
HTML
Embedded content

To edit a dashboard section

Navigate to a dashboard section you want to edit.
Click the Edit icon in the section.

The Edit Section page appears.

Modify the section as needed.

If you remove a section from a dashboard, only the section itself is deleted. Folders or items that were contained in the section will still reside in the Siebel Analytics Web Catalog. You can edit the contents of the Web Catalog by clicking Manage in Siebel Answers.

To remove a section from a dashboard

Navigate to a dashboard section you want to edit.
Click the Edit icon in the section.

The Edit Section page appears.

Click the Remove Section from Dashboard link.

A Confirmation Delete message appears.

Do one of the following:
Click Yes to delete the section.
Click No to cancel the deletion and return to the dashboard.

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