Oracle^® Business Intelligence Presentation Services Administration Guide > Administering Oracle BI Dashboards >

Managing Dashboards

Using the Manage Dashboards screen in Oracle BI Presentation Services Administration, you can:

• Access the Create Dashboard screen to create a new dashboard
• Access the Dashboard Properties screen to change the properties of a dashboard
• Access the Change Item Permissions screen to change the permissions for a dashboard
• Delete a dashboard

To access the Manage Dashboards screen

1. Log in to Oracle BI Presentation Services.
2. Choose Settings > Administration.
3. Click the Manage Interactive Dashboards link.

To access the Create Dashboard screen and create a new dashboard

1. Click the Create Dashboard button to display the Create Dashboard screen.
2. Specify entries for the following fields:
   1. From the drop-down list, select the appropriate Group Folder.

      The members of this Presentation Services group (and other groups and users with appropriate permissions) will have Read access to the shared dashboard.

   2. In the Dashboard Name field, type a name for the dashboard.
   3. In the Dashboard Builder field, type the name of the user or Presentation Services group that can make changes to the dashboard.
3. Click Finished to return to the Manage Dashboards screen.
4. Click Finished.
5. Click Close Window.
6. In Answers, click the Dashboards tab in the selection pane, and then click the Refresh Display link near the bottom of the selection pane.

   The newly created dashboard appears in the list of dashboards.

7. In Dashboards, navigate to the dashboard and click Page Options > Edit Dashboard.

   The Dashboard Editor screen opens, where you can add content to the dashboard. For information, see the Oracle Business Intelligence Presentation Services Online Help.

To access the Dashboard Properties screen

• Locate the dashboard whose properties you want to change and click the associated Properties icon. For information on how to change dashboard properties, see the Oracle Business Intelligence Presentation Services Online Help.

To access the Change Item Permissions screen

• Locate the dashboard whose permissions you want to change and click the associated Permissions icon. For information on how to change permissions, see the Oracle Business Intelligence Presentation Services Online Help.

To delete a dashboard

1. Locate the dashboard that you want to delete and click the associated Delete icon.

   The Confirm Deletion screen appears.

2. Click Yes.
3. Click Finished.