Manage non-responsive dashboards

Depending upon their role, users can modify, delete, or duplicate non-responsive dashboards. Administrators can control access to a dashboard and add a Performance Analytics widget to a dashboard.

Modify, delete, or copy a non-responsive dashboard

You can change dashboard properties while the dashboard is in Edit mode.

Before you begin

Role required: pa_admin, pa_power_user, or admin

Procedure

  1. Navigate to the dashboard that you want to modify, delete, or copy.
  2. Click Edit to put the dashboard in edit mode.
  3. Click the gear icon at the top right and select one of the following options.
    OptionDescription
    Modify Change the basic dashboard settings, as described in Create a non-responsive dashboard.
    Delete Permanently delete the dashboard.
    Duplicate Create a copy of the dashboard, with the name Copy of <name>. The copy contains all tabs and their content. Widgets are not copied, only widget links are copied.

    You can add, delete, rename, and change the layout of tabs in a copy without affecting the original dashboard. However, changing the configuration of a widget on the copied dashboard also affects the original dashboard, since they share the same widgets. Use the Modify option to change the name and update the look and contents of the dashboard copy.

Control access to a non-responsive dashboard

You can control which users, groups, or user roles can access a dashboard.

Before you begin

Role required: pa_admin

About this task

If users can access a dashboard, they can see all widgets on that dashboard.

Procedure

  1. Navigate to Performance Analytics > Dashboards.
  2. Select the dashboard you want to give access to.
  3. Click Edit.
  4. Click the properties icon (The properties icon).
  5. Select Modify.
  6. Limit access using one of these options:
    • To limit access to users with certain roles, select the roles in the Required Roles field.
    • To limit access to certain users and groups, select Users and Groups in the Visible to choice list and specify which users and groups get access.

Add a Performance Analytics widget to a non-responsive dashboard

Display a widget to users by adding the widget to a dashboard.

Before you begin

The dashboard must be in edit mode. To enable edit mode, click Edit.

Role required: pa_admin, pa_power_user, or admin

About this task

Note: The information on this page applies only to non-responsive dashboards. For information on how to use responsive dashboards, see Working with responsive dashboards.

Click the plus (+) icon at the top of the tab area to add widgets. A pop-up window appears for choosing which content you want to add to the tab. Content is not limited to Performance Analytics content, but may be from any area.

Procedure

  1. Select Performance Analytics in the category list.
  2. Select the type of content to use.
    • Breakdown
    • List
    • Score
    • Time Series
    • Relative Compare
  3. Select an existing widget, or select the option to create a new one.
  4. Select the desired tab location by clicking the corresponding Add here buttonß.
  5. You can either add another widget or close the pop-up window. The widget is saved automatically.