Manage responsive dashboards

Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.

Delete a responsive dashboard

Delete dashboards that are no longer used. Deleted dashboards cannot be restored.

Before you begin

Role required: admin, or be the owner of the dashboard.

Procedure

  1. Navigate to Performance Analytics > Dashboards.
  2. Click the context menu (The context menu icon) and choose Delete Dashboard.

Duplicate a responsive dashboard

When you duplicate a dashboard, its widget layout is preserved. However, sharing permissions are not preserved. Changes you make to the duplicated dashboard do not affect the original dashboard.

Before you begin

Any user who can share a dashboard can duplicate it.

Procedure

  1. Navigate to the dashboard that you want to duplicate.
  2. Click the context menu () and select Duplicate Dashboard.

Result

A copy of the dashboard is created with you as the owner.

What to do next

Modify the dashboard and then share it with other users.

Remove a user from a dashboard

When you no longer want to share a dashboard with a specific user, group, or role, you can remove them.

Before you begin

Role required: Any dashboard owner can remove users or groups from dashboards they own.

Users with the admin role can remove users, groups, or roles from any dashboard.

Users with the pa_admin or pa_power_user role can remove users, groups, or roles from any dashboard that they can edit. These dashboards include dashboards that a user owns, and dashboards to which they have been granted edit rights.

See Dashboard permissions.

Procedure

  1. Navigate to Self-Service > Dashboards.
  2. Select the dashboard you want to modify.
  3. Click the sharing icon (Sharing icon).
  4. Select the user, group, or role that you want to remove.
  5. On the information panel of the user, group, or role, click Remove From Dashboard.

Result

The removed users no longer have the right to view the shared dashboard.

Mark a responsive dashboard as a favorite

You can mark a dashboard as a favorite to easily access it from the navigation pane.

Before you begin

Anyone who can access a dashboard can make it a favorite.

Procedure

  1. Navigate to Self-Service > Dashboards.
  2. From the dashboard picker in the upper left, select the dashboard that you want to mark as a favorite.
  3. Click the context menu () and select Favorite Dashboard.