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Viewing Dashboards

If your user role has the Access V3 Analytics privilege, then you can view dashboards through the Analytics pages. From the Analytics pages, you can open a dashboard by browsing to the dashboard in the catalog, as described in the following procedure. Depending on where the dashboard that you want to view is saved, and on the privileges that are enabled for your role, you might also be able to view the dashboard directly from the Dashboards drop-down list in the Analytics pages. The Dashboards drop-down list can contain a maximum of 300 dashboards and includes the dashboards that are stored in the following locations:

  • /Shared Folders/Company Wide Shared Folder
  • /Shared Folders/Migrated Company Wide Shared Folder, if your user role includes the Access Migrated Company Wide Shared Folder privilege
  • /Shared Folders/Pre-built Analysis, if your user role includes the Access Analytics Dashboards - View Prebuilt Dashboards privilege and the Access Analytics Reports - View Prebuilt Analyses privilege

The following procedure describes how to view a dashboard from the Catalog link in the Analytics pages.

NOTE: For information about the restrictions that apply when viewing dashboards, see Considerations When Editing or Viewing Dashboards.

Before you begin:

  • To view a custom dashboard that is stored under /Shared Folders/Migrated Company Wide Shared Folder, your user role must include the Access Migrated Company Wide Shared Folder privilege.
  • To view prebuilt dashboards, your user role must include the following privileges:
    • Access Analytics Dashboards - View Prebuilt Dashboards
    • Access Analytics Reports - View Prebuilt Analyses

To view a dashboard

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

    NOTE: You can also view individual dashboard pages and subpages.

  4. Click the Open icon in the toolbar.

    The dashboard opens to the first dashboard page. If no content has been added, then an empty dashboard page notification message is displayed.

  5. In the dashboard, you can perform any of the following tasks, as necessary:
    • Navigate among the pages and subpages in the dashboard by clicking the tabs across the top of the dashboard.
    • Refresh a page or subpage.

      Perform this task to ensure that the refresh operation bypasses saved information in the Oracle BI Presentation Services cache and is issued to the Oracle BI Server for processing.

      When you select a specific dashboard or analysis, Presentation Services checks its cache to determine if the identical results have recently been requested. If so, Presentation Services returns the most recent results, thereby avoiding unnecessary processing by the BI Server and the back-end database. If not, the analysis is issued to the BI Server for processing. You cannot force the analysis past the BI Server's cache.

    • Add a page or subpage to a briefing book.
    • Customize the dashboard pages and subpages, and save your customizations. For more information, see Customizing Dashboard Pages at Runtime.
    • Edit the dashboard, if your user role has the Manage Dashboards privilege.

      Depending on the print and export options that are specified for the dashboard, you might also be able to perform the following tasks:

    • Export the dashboard, page, or subpage to Excel.
    • Print a page or subpage.

Related Topics

See the following topic for additional information:


Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.