Saving and Restoring Dashboard State

You can save personalized settings that you make for a dashboard page and later apply these settings to any dashboard.

As you work with dashboard pages, you frequently make the following types of settings:

  • Filters

  • Prompts

  • Column sorts

  • Drills in analyses

  • Section expansion and collapse

If you save the settings as a customization, you don’t have to make these choices manually each time you access the dashboard page.


Saving Customizations of Dashboard Pages

You can save customization for use by you or by others who have author, but not a consumer, role. You can also specify whether the customization is to be the default customization for a dashboard page, for you or for others.

For example, you can save a customization of the Sales Performance dashboard. The customization enables sales managers with permission to see a customized view of the Brand Revenue analysis.

  1. Open the dashboard.
  2. Navigate to the page on which you want to save a customization.
  3. Make your personalized settings.
  4. Click Page Options and select Save Current Customization.
  5. Enter a descriptive name for the customization in the dialog.
  6. Specify for whom the customization is to be saved.
    For Whom Action

    For your personal use

    Select ME.

    For use by others

    Select Others and click Set Permissions. Specify the author accounts that have permission to use the customization.

  7. To assign a customization as default, select Make this my default for this page.
  8. Click OK.

Applying Saved Customizations

You can apply customizations that you have saved for your own personal use. You can also apply customizations that have been saved by someone else for your use.

For example, you can apply a shared Sales Team customization that was created for customized viewing of a Brand Revenue analysis by members of the sales team.

  1. Open the dashboard for editing.
  2. Navigate to the page that contains the customization to apply.
  3. Click Page Options and select Apply Saved Customization.

    Your personal saved customizations are shown, followed by shared saved customizations.

  4. Click a saved customization in the list to apply it to the dashboard page.

Editing Saved Customizations

You can rename and delete customizations and change which customization to use as your default.

For example, you can change your default customization to one that you just saved for the Sales Performance dashboard.

  1. Open the dashboard for editing.
  2. Navigate to the page that contains the customization to edit.
  3. Click Page Options and select Edit Saved Customizations.
  4. Rename or delete customizations or change the default customization, as appropriate.
  5. Click OK.

Clearing the Current Customization

You can clear the current customization if you decide that the choices for items such as filters, prompts, column sorts, drills in analyses, and section expansion and collapse aren’t what you want.

For example, you can clear a customization that collapses the display of the Brand Revenue analysis.

To clear the current customization, click Page Options and select Clear My Customization. The current customization is cleared.