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Analytics > Dashboards > Adding Prompts to Dashboards

Adding Prompts to Dashboards

You can add prompts to a dashboard or to the individual pages in a dashboard, to allow users to prompt for different values without having to re-run the dashboard. The value that the user selects in a prompt determines the content of all of the analyses in the dashboard or dashboard page.

You can also add prompts that are hidden from the users who run the dashboard. When a user runs a dashboard that includes a hidden prompt, the analyses in the dashboard or dashboard page are automatically filtered by the default value that you specify in the prompt, and the user cannot select a different value. You can add hidden prompts at dashboard level and at dashboard page level.

NOTE: The dashboard prompt that you want to add to the dashboard must exist in the catalog and must be saved in a folder to which you have access. For information about creating dashboard prompts, see Creating Dashboard Prompts. In addition, if you intend to hide the prompt from users, then a default value must be defined for the prompt.

The following procedure describes how to add a visible prompt to 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 add a prompt to a dashboard or dashboard page

1. Open the dashboard in the dashboard builder.

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

2. In the dashboard builder, in the Catalog pane, locate the dashboard prompt, and then drag and drop it into a section in the dashboard page.
3. To specify whether the prompt applies to the entire dashboard or to this page only, click the Properties icon for the dashboard prompt object, and select either Dashboard or Page.
4. Save the dashboard.

The following procedure describes how to add a hidden prompt that applies to all of the analyses in a dashboard.

To add a hidden prompt to a dashboard

1. Open the dashboard in the dashboard builder.
2. In the dashboard builder, click the Tools icon and select Dashboard Properties.
3. In the Dashboard Properties dialog box, click the edit icon for the Filters and Variables item.
4. Click the green plus sign (+) icon and then select the dashboard prompt from the catalog.
5. Click OK.

The following procedure describes how to add a hidden prompt that applies to the analyses in a single dashboard page.

To add a hidden prompt to a dashboard page

1. Open the dashboard in the dashboard builder.
2. Click the Tools icon and select Dashboard Properties.
3. In the Dashboard Pages section of the Dashboard Properties dialog box, click on the page where you want to add the prompt, and then click the "Select a prompt to capture default filters and variables" icon.
4. Click the green plus sign (+) icon and then select the dashboard prompt from the catalog.
5. Click OK.