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Analytics > Dashboards > Customizing Dashboard Pages at Runtime

Customizing Dashboard Pages at Runtime

Depending on the options that have been enabled for an analysis, you might be able to drill into the data in the analysis, apply filters and prompts, sort columns, create groups and calculated items, and expand and collapse sections.

NOTE: Some of these actions might be available to you in the menu that opens when you right-click in certain views in the analysis. For more information about the right-click interactions that can be enabled for an analysis, see Specifying Right-Click Interactions for Users.

After you make changes to a dashboard prompt or you use right-click interactions to make changes to an analysis on a dashboard page at runtime, you can save your changes as a named customization. When you access that dashboard page in the future, you can apply your saved customization to the page, so that you do not need to specify all of your preferences again. Also, when you save a customization for a dashboard page, you can choose to make that customization your default version for the page. In that case, the customization is automatically applied each time that you view the dashboard page in the future.

The following procedure describes how to save a customization for a dashboard page.

To save a customization for a dashboard page

1. At runtime, in the dashboard page, click the Page Options icon.
2. Select Save Current Customization.
3. In the Save Current Customization dialog box:
   1. Enter a name for the customization.
   2. Optionally, select the check box for the option to make this customization your default for this page.
   3. Click OK.

The following procedure describes how to apply a saved customization to a dashboard page.

To apply a saved customization to a dashboard page

1. In the dashboard page, click the Page Options icon.
2. Select Apply Saved Customization, and then select the customization that you want to apply.

The following procedure describes how to clear a customization from a dashboard page. After you clear the customization, the original version of the page is displayed.

To clear a customization from a dashboard page

1. In the dashboard page, click the Page Options icon.
2. Select Clear My Customization.