Opening and Using a Dashboard

Before you start

You must have one of the following user type permissions:

• BI Consumer

• BI Author Limited

• BI Author Developer

• BI Tenant Administrator

Home > Oracle Business Intelligence > Catalog or, for Oracle Analytics,

Home > Oracle Analytics > Catalog

Here's what to do

1. Navigate to the dashboard to open and click the Open link.
   The dashboard is opened to the first Dashboard page. If no content has been added, then an empty dashboard page notification message is displayed.
2. (optional) Perform any of the following tasks:

   • Display the dashboard in the Dashboard builder for editing.

   • Navigate among dashboard pages by clicking the page tabs.

   • Print a page.

   • Refresh a page.

     Note: Perform this task to ensure that the refresh operation bypasses saved information in the Oracle BI Presentation Services cache and is issued to the Oracle BI Server for processing. When you select a specific dashboard or analysis, Presentation Services checks its cache to determine if the identical results have recently been requested. If so, Presentation Services returns the most recent results, thereby avoiding unnecessary processing by the BI Server and the back-end database. If not, the analysis is issued to the BI Server for processing. You cannot force the analysis past the BI Server's cache.

   • Add a page to a briefing book.

     For information, see "Adding Content to a New or Existing Briefing Book".

   • Note: BI Consumers cannot add pages to briefing books.

     Create a bookmark link or a prompted link to the page.

     For information, see "Dashboard Page Links" and "Creating a Dashboard Page Link".

   • Apply saved customizations.

     For information, see "What Are Saved Customizations for Dashboard Pages" and "Applying a Saved Customization".

   • Edit saved customizations.

     For information, see "What Are Saved Customizations for Dashboard Pages" and "Editing a Saved Customization".

   • Save the current customizations.

     For information, see "What Are Saved Customizations for Dashboard Pages" and "Saving a Customization""Saving Customizations".

   • Clear the current customizations. For information, see "What Are Saved Customizations for Dashboard Pages"" and "Clearing Your Current Customization".