Working with the Dashboard 2.0 Global Toolbar

The icons and menus at the top of each dashboard enable you to perform the following actions on the entire Dashboard 2.0 dashboard:

Dashboard 2.0 Global Toolbar icons

Table 5-1 Dashboard Header Toolbar

Object Description
Information icon

Information: Displays the name of the dashboard, the path to the location of the dashboard within the Library hierarchy, and any descriptive information. For example:

  • Name: Operating Expenses - Actual vs Plan

  • Path: /Library

  • Description (Optional): Enter a description of the dashboard.

Refresh Data icon

Refreshes the data for the entire dashboard.

POV settings icon

Displays the POV Settings menu with the following menu options:

  • POV : Hide Dimension Labels: Hides dimension labels in the global POV.

  • POV : Auto-Apply: Enables or disables the ability to automatically apply changes to the entire dashboard. If you change a page in the global POV bar and POV : Auto-Apply is enabled, the page changes for all components in the dashboard that are based on forms.

  • POV : Clear All Page Selections

Actions menu Displays the following dashboard actions (you must have the correct permissions to edit dashboards):
  • Edit: Opens the dashboard in the Dashboard Designer with the underlying form data. The dashboard opens in a dynamic tab next to the current tab.

  • Edit without Data: Opens the dashboard in the Dashboard Designer without the underlying form data so you can more easily perform layout changes such as realigning the dashboard components and tiles or updating the form properties. The dashboard opens in a dynamic tab next to the current tab.

Save

Clicking Save writes back all dashboard grid changes and runs any rules associated with the dashboard, including runtime prompts.

Note:

  • You can attach multiple rules with or without runtime prompts with global Save.

  • Runtime prompts open as a "drawer" from the right side for better usability.

Clicking Save saves the data you enter or change for all dashboard components, but it does not save changes to the dashboard definition.