Changing the Properties of Interactive Dashboards
You can set the properties for the entire dashboard, such as the style to use, and you can delete, reorder, and hide pages. Changing the dashboard properties automatically saves any changes you made to the page that you were working on.
Before you begin. To create and edit interactive dashboards, your role must include the Manage Dashboards privilege.
To access the Dashboard Properties page for an interactive dashboard
Selecting a Style for an Interactive Dashboard
Styles control how dashboards and results are formatted for display. Initially, results are formatted using a default style. Oracle CRM On Demand provides predefined styles that you can choose from.
To select a style for an interactive dashboard
Adding a Description for an Interactive Dashboard
Descriptions are stored but do not appear on the dashboards.
To add a description for an interactive dashboard
Renaming, Deleting, Reordering, and Hiding Interactive Dashboard Pages
This topic provides procedures that describe how to rename, delete, reorder, and hide interactive dashboard pages. The Dashboard Pages area of the Dashboard Properties page shows you the pages for the dashboard. The pages are listed in the same order as their tabs.
When you rename a dashboard you can preserve users' references to the old name. This action creates a shortcut with the old name that points to the renamed dashboard in the Presentation Catalog.
If you are working with a dashboard page, you can hide it from users until your changes are complete.
CAUTION: You cannot undo the actions described in the following procedures by clicking Cancel.
To rename an interactive dashboard page
To delete an interactive dashboard page
To reorder an interactive dashboard page
To hide an interactive dashboard page
NOTE: You cannot change the permissions on a dashboard page. The Security icon in the Dashboard Pages section of the Dashboard Properties page is disabled.
To change the displayed currency in an interactive dashboard page
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|