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Analytics > Dashboards > Editing the Properties of Dashboard Prompts and Analyses

Editing the Properties of Dashboard Prompts and Analyses

You can edit the properties of the dashboard prompts and the analyses that you added to a dashboard from the catalog.

NOTE: When you edit the properties of interactive dashboard prompts and analyses as described here, any other changes that you made to the page you are working on are also saved.

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 the properties of a dashboard prompt

1. Open the dashboard in the dashboard builder.

   For information about opening a dashboard in the dashboard builder, see Editing Dashboards.

2. Click the Properties icon for the dashboard prompt and select the property that you want to modify:
   • Scope.

     Select whether you want the prompt to apply to all analyses in the dashboard, or only to the analyses in the current page.

   • Prompt Links.

     Specify whether you want users to see the Edit link for the prompt at runtime.

3. Click OK.
4. Save the dashboard.

To edit the properties of an analysis in a dashboard

1. Open the dashboard in the dashboard builder.
2. In the dashboard builder, click the Properties icon for the analysis and select the property that you want to modify:
   • Display Results

     If you select the Embedded in Section option, the request will be executed automatically and the results displayed directly in the dashboard. This option is selected by default for analyses.

     Alternatively, you can select to display the request as a link that users must click to execute the request, and you can specify whether the results are to show in the dashboard or in a separate window.

   • Report Links

     This option opens the Report Links dialog box, where you can select the links that you want to appear with the analysis on the dashboard page.

   • Show View

     This option shows the available views of the analysis. You can select the view that you want to see.

   • Rename

     This option opens the Rename dialog box, where you can enter a new name for the analysis.

3. Click OK.
4. Save the dashboard.