Dashboard Components

You can add up to 12 components to the dashboard workspace.

When you hover over a component in the workspace, a toolbar for that component displays in the upper right corner:

Component hover icons

Table 11-7 Dashboard Components Toolbar

Icon Description

instructions hover icon

Instructions: Displays instructions for the form associated with the dashboard component (only available if the form designer added instructions to the form)

save hover icon

Save: Saves any changed data and runs any rules associated with the dashboard component

refresh hover icon

Refresh: Refreshes the data associated with the dashboard component

chart type hover icon

Chart Type: Changes the chart type associated with the dashboard component

actions hover icon

Actions menu:

  • Maximize: Enlarges the dashboard component. Once maximized, click Restore to minimize the dashboard component to its original size.

  • Rules & Smart Push: Lists any rules associated with the form. Click the rules to launch them. Analyze data coming from different cubes with Smart Push.

  • Analyze: Perform ad hoc analysis on a form. This menu option only displays if the chart type is a grid and if the data source is a form.

    See Get Started Performing Ad Hoc in Working with FreeForm.

  • Open in Smart View: Work with a form in Oracle Smart View for Office. This menu option only displays if the chart type is a grid and if the data source is a form. See Opening Forms and Ad Hoc Grids from Web Applications in Smart View for Office User's Guide 23.100.

  • Spreadsheet Export: Export data from a form to Microsoft Excel so you can explore "what-if" scenarios in Excel before copying and pasting values back to your business process. This menu option only displays if the chart type is a grid and if the data source is a form.

    See Exporting Data to Microsoft Excel in Working with FreeForm.

  • Open Form: Opens the runtime form associated with the dashboard component in a dynamic tab next to the current tab

  • Edit Form: If you have the correct permissions, opens the form associated with the dashboard component in the forms editor. The forms editor opens in a dynamic tab next to the current tab.

  • Show Details: Displays the underlying form details, including the form name, the folder path of the form, and the cube