Edit the contents of a dashboard

You can edit the contents of a dashboard, including tabs and widgets. Because dashboards are shared, any modifications you make are applied globally.

Before you begin

Role required: admin, pa_admin, or pa_power user

Procedure

  1. Navigate to Performance Analytics > Dashboards.
  2. From the dashboard picker in the upper left, select the dashboard that you want to edit.
  3. Click Edit.
  4. Perform any of the following actions, then click Done to save changes.
    ActionSteps
    Add a widget
    1. Click the plus sign (Plus sign button) in the right pane.
    2. Navigate to the widget that you want to add.
    3. Click Add.
    Remove a widget Point to the widget, then click the X icon (Remove widget icon) that appears.
    Edit a widget Point to the widget, then click the pencil icon (Pencil icon) that appears.
    Change the appearance of a widget Point to the widget, then click the gear icon (Gear icon) that appears.
    Resize or change the layout of widgets on a dashboard tab
    Do any of the following actions:
    • Drag to move and resize widgets.
    • Click the quick layout button (Quick layout button), then select a layout to snap the widgets to.
    • To make a widget larger, point to it and then click the resize icon (Resize icon) that appears.
    • To make a widget smaller, press Shift as you click the resize icon.
    Add a tab to a dashboard Click the plus sign (New tab icon) next to the existing tabs. You can create a tab, or link an existing tab or homepage to the dashboard. A dashboard can have a maximum of eight tabs.
    Reorder a dashboard tab
    1. Click the drop arrow on a tab you want to move and select Change tab order.
    2. Give the tab a number from 1 to 8, with 1 being the left-most tab.
    3. Click OK.
    Delete a dashboard tab To delete the tab from the system and all dashboards it has been added to, click the drop arrow on the tab and select Delete this tab.
    Remove a dashboard tab To remove the tab from the dashboard but keep it in the system, click the drop arrow on the tab and select Unlink this tab.
    Set a tab as the default tab To select a tab to open by default for all users of this dashboard, click the drop arrow on the tab and select Set as default tab.
    Rename a tab To rename a tab in all dashboards where it has been added, click the drop arrow on the tab and select Rename.
    Enable filtering of data for report widgets Interactive filters let users filter data for all report widgets on a dashboard that are configured to follow interactive filters.
    1. Click the plus sign on the right pane (Plus sign button).
    2. From the list, select Interactive Filters.
    3. Click the filter you want to add.
    4. Click Add.
    Configure a report widget to follow interactive filters Point to the report widget, then click the gear icon (Gear icon) that appears. In the Edit Widget window, select the Follow interactive filter check box. To display the filter icon (Filter icon) that indicates the report follows an interactive filter, select the Show when following check box.
    Note: Performance Analytics widgets cannot follow interactive filters.
    Enable filtering of data for Performance Analytics widgets

    Add a breakdown to a dashboard so that users can filter data for all Performance Analytics widgets on that dashboard.

    See Add a breakdown to a dashboard.

    View the description of a widget Point to the widget, then click the question mark (Question mark icon) that appears.