Operational Dashboards: Design Mode

The design mode of a dashboard enables you to configure and manage your dashboard and its components (chart views, list views, and pivot views).

This image shows the design mode of an operational dashboard. This dashboard contains one chart view and one pivot view.

At the top-right are these options to manage the dashboard:

• Settings

  Edit the properties of the dashboard.

• Revert

  Revert changes made to the dashboard properties.

• Run

  Run the dashboard.

  Dynamically fetches and displays data in the dashboard. Only users who have been granted permissions can view the dashboard's data.

  In Run mode, users will see only the Refresh and Expand options.

• Refresh

  Refreshes the data displayed in the dashboard, including all the contained views.

• Save

  Saves the changes made to the dashboard properties.

Each view (list, chart, or pivot) within the dashboard contains these options:

• Settings

  Edit the properties of the chart, list, or pivot view.

• Object Type

  Options are: Tasks, Alerts, Supplemental Data Forms, and Supplemental Data

• View Selector

  Options are: Chart View, List View, or Pivot View.

• Expand

  Displays the view in the entire dashboard area.

  This option is shown only when a dashboard contains more than one view.

• Refresh

  Refreshes the data displayed in the view.