Editing Dashboards

You can edit dashboards to which you have appropriate permissions and privileges. You can add or delete dashboard pages, add content such as columns and sections, and edit properties and settings such as print options. For example, you can add content to a Sales Performance dashboard to track your team's progress by adding a Brand Revenue analysis from the catalog.

To edit an existing dashboard:

1. Open the dashboard.

2. Click Page Options, then select Edit Dashboard, if you have appropriate permissions and privileges. The Dashboard builder is displayed.

3. Perform one or more of the following tasks, as described in the following table:

   Task	More Information
   Add content to a dashboard page	Adding Content to Dashboard Pages
   Add a dashboard page	Adding Pages to Dashboards
   Delete a dashboard page	Deleting Dashboard Pages

   
   

4. Use the options on Tools in the toolbar of the Dashboard builder, as necessary, to perform the tasks that are described in the following table:

   Task	More Information
   Change properties	Changing the Properties of a Dashboard and Its Pages
   Print	Preparing to Print Dashboards
   Add to briefing book	Adding Content to New or Existing Briefing Books
   Customize a dashboard	Applying Saved Customizations

   
   

5. Perform one of the tasks that are described in the following table at any time:

   Task	Action
   Preview	View what the dashboard will look like when you save it.
   Save	Save your changes.
   Run	Exit the Dashboard builder and return to the Dashboard.

   
   

Tip:

You can find your current location within Oracle BI content and the path that you have used to navigate Oracle BI content. You use breadcrumbs to return to a previous location. For example, you can navigate from the Dashboard editor to the dashboard's City Revenue tab in the Sales Performance dashboard. Then you can drill into revenue by postal code for each city.

For additional information, see Adding and Deleting Pages in Dashboards.