Inserting Dashboards

Dashboards are displayed in the Presentation Catalog as folders. A dashboard folder can be expanded to show dashboard pages; a dashboard page can be expanded to show the list of analyses included in that page. You can insert dashboard pages into Excel, PowerPoint, and Word.

To insert dashboard pages into Office applications:

  1. From the catalog, right-click a dashboard page and select Insert All Views.
  2. When prompted, choose an option:

    • One object per sheet/slide to insert each object in the dashboard on a separate sheet in Excel, or a separate slide in PowerPoint.

    • All objects on one sheet/slide to display all objects on one Excel sheet or PowerPoint slide.

    In Word, objects are placed adjacent to and below other objects on a sheet until the sheet is filled, and then continues filling as many sheets as required to hold all the objects.

    Default display is selected for the table, pivot table, and graph view types; that is, the Insert action is used automatically.

    A message notifies of unsupported view types in the dashboard. Unsupported view types are not inserted.

Note:

You may perform Refresh and edit prompt and page prompts for selected views. Unselected views from the dashboard remain unchanged. See Refreshing Views, Working with Prompts, and Working with Page Prompts.