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Analytics > Dashboards > Editing Dashboards

Editing Dashboards

When you edit a dashboard, you can add or delete dashboard pages and subpages, add content to those pages, and edit properties and settings such as print options.

You can add the following types of content to dashboard pages:

• Content that is saved in the catalog, in a folder to which you have access, for example, analyses and pages from other dashboards.
• Dashboard objects

  The following table describes the dashboard objects.

  Term	Definition
  Columns	Use columns to align the content on a dashboard. You can create as many columns on a dashboard page as you want. The first time that you drag a dashboard object or an item from the catalog to a new dashboard, a column is automatically created. The columns used in dashboards are not related to the columns used in analyses.
  Sections	Use sections to organize the content within columns. Any content that you drag and drop from a selection pane to the page layout is placed in a section within a column.
  Action Link	Use this object to embed action links in a dashboard. Action links are links that, when clicked, run an associated action.
  Action Link Menu	Use this object to embed groups of action links in a dashboard. Users can select the appropriate action to be executed from a group of action links.
  Link or Image	Use this object to add links to external pages or to analyses.
  Embedded Content	Use this object to embed content from a specified URL in the dashboard.
  Text	Use this object to embed text in a dashboard, for example, to provide tips and instructions.
  Folder	Use this object to embed a view of an Analytics folder in a dashboard, to allow users to navigate from the dashboard to another analysis in the catalog.

The following procedure describes how to edit a dashboard.

Before you begin. To edit a dashboard, your user role must have the Access V3 Analytics privilege. To edit dashboards other than your own personal dashboard (My Dashboard), your user role must also have the Manage Dashboards privilege. In addition, to edit a custom dashboard that is stored under /Shared Folders/Migrated Company Wide Shared Folder, your user role must have the Access Migrated Company Wide Shared Folder privilege.

To edit a dashboard

1. Click the Analytics tab.
2. In the Home page, click Catalog.
3. Navigate to the dashboard that you want to edit.

   NOTE: You can also edit an individual dashboard page.

4. Click the Edit icon in the toolbar.
5. In the dashboard builder, perform one or more of the following tasks, as needed:
   • Add a dashboard page or subpage:
     • Click the Add Dashboard Page icon and select the option that you want.
   • Add content to a dashboard page:
     • Drag and drop dashboard objects and items from the catalog to the dashboard page layout.

       For information about the considerations that apply when editing dashboards, see Considerations When Editing or Viewing Dashboards.

   • Delete a dashboard page:
     • Click the tab for the page, and then click the Delete Current Page icon.
   • Use the options available under the Tools icon to:
     • Set dashboard and dashboard page properties.
     • Specify settings for printing and exporting a dashboard page.
     • Specify (in the Report Links dialog box) which links will appear with the analyses in the dashboard page, except for analyses where customized settings have been specified.
     • Specify whether to include or exclude a prompt's Apply and Reset buttons on the dashboard page at runtime. This setting applies to the dashboard page and overrides the Apply and Reset button settings for a prompt's definition and dashboard properties, unless the Prompts Apply Button and Prompts Reset Button fields in the dashboard's properties are set to Use Page Settings.
     • Publish the page to another dashboard in any dashboard location to which you have access. This feature allows you to share the page with others, even if the page is part of dashboard that is saved under My Folders.
     • Set advanced page properties, so that you can set the navigation parameters for the dashboard page or the dashboard.

       NOTE: The option that allows users to create personal saved customizations for the page is always selected and you cannot deselect it.

6. To edit the properties of an object, click the Properties icon for the object.

   For more information, see Editing the Properties of Dashboard Prompts and Analyses.

7. To delete an object from the dashboard page, click the Delete icon for the object.

   NOTE: Deleting an object from a dashboard removes the object from the current dashboard page only. If the object is already saved in the catalog, it is not deleted from the catalog.

8. When you finish making changes, save the dashboard.

   TIP: In the dashboard builder, you can preview the dashboard page at any time, by clicking Preview.

9. To exit the dashboard builder and open the Dashboard, click Run.