Edit a responsive 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

Users can edit dashboards that they own, or ones to which they have been given editing rights.

Procedure

  1. Navigate to Self-Service > Dashboards.
  2. From the dashboard picker on the upper left, select the dashboard that you want to edit.
  3. Perform any of the following actions.
    ActionSteps
    Add a widget
    1. Click the plus sign (Plus sign button) to put the dashboard in edit mode.
    2. Search or navigate to the widget that you want to add.
    3. Click Add.
    4. Drag to move or resize the widget on the dashboard.
    Remove a widget
    1. Click the plus sign (Plus sign button) to put the dashboard in edit mode.
    2. Point to the top of the widget, then click the X icon (Remove widget icon) that appears.
    Edit a widget
    1. Click the plus sign (Plus sign button) to put the dashboard in edit mode.
    2. Point to the widget, then click the pencil icon (Pencil icon) that appears.
    Note: You must have access rights to the widget to edit it. Edit rights to a dashboard do not give you edit rights to the widgets on that dashboard.
    Change the appearance of a widget
    1. Click the plus sign (Plus sign button) to put the dashboard in edit mode.
    2. Point to the widget, then click the gear icon (Gear icon) that appears.
    Resize or change the layout of widgets
    1. Click the plus sign (Plus sign button) to put the dashboard in edit mode.
    2. Drag to move and resize widgets.
      • To make a widget larger, point to it and then click the resize icon (Resize icon) that appears.
      • To make a widget smaller, point to it then press SHIFT as you click the resize icon.
    Apply a quick layout to a dashboard Click the configuration icon (Configuration pane icon) to open the configuration pane, then click a layout to snap the widgets against. Modify the layout as desired.
    Add a new tab to a dashboard Click the configuration icon (Configuration pane icon) to open the configuration pane, then click Create Tab.
    Note: You cannot link an existing tab into a dashboard.
    Reorder a dashboard tab
    1. Click the context menu (The context menu icon) and select Dashboard Properties.
    2. On the Dashboard Tabs related list, enter numbers in the Order column to specify the tab order. Tabs are listed from left to right with lower numbers appearing first.
    Delete a dashboard tab Click the tab to make it active. Point to the tab name and click the trash can that appears.
    Note: The dashboard tab will be deleted from all dashboards where it exists. Dashboards may have tabs that are used in multiple dashboards.
    Rename a tab
    1. Click the tab to make it active.
    2. Point to the tab name and click the pencil icon that appears.
    3. Type the new name then press ENTER.
    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 (Plus sign button) to put the dashboard in edit mode.
    2. From the list, select Interactive Filters.
    3. Navigate to the filter you want to add.
    4. Click Add.
    Configure a report widget to follow interactive filters
    1. Point to the report widget, then click the gear icon (Gear icon) that appears.
    2. In the Edit Widget window, select the Follow interactive filter check box.
    3. To display a filter icon (Filter icon) on the report when it is following 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. The pa_admin or pa_power user role is required to work with breakdowns.

    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. If the widget does not have a description, the question mark icon does not appear.