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Customising 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 customisation. When you access that dashboard page in the future, you can apply your saved customisation to the page, so that you do not need to specify all of your preferences again. Also, when you save a customisation for a dashboard page, you can choose to make that customisation your default version for the page. In that case, the customisation is automatically applied each time that you view the dashboard page in the future.

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

To save a customisation for a dashboard page

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

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

To apply a saved customisation to a dashboard page

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

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

To clear a customisation from a dashboard page

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

Published August 2022 Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.