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Edit a responsive dashboard

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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. See Dashboard permissions for more information about viewing and editing rights on dashboards.
Note: Responsive dashboards do not support the Sticky Notes widget.

Procedure

  1. Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards.
  2. From the dashboard picker, 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. From the list, select the type of widget that you want to add, for example, Performance Analytics, Report, or Content Block.
    3. Select the widget. A preview of the widget is shown.
    4. Click Add. The widget is added to the top of the dashboard.
    5. Drag to move the widget or resize it.
    Note: Report titles are not automatically translated when added to a dashboard on localized ServiceNow instances.
    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.
    Note: There is no confirmation message. The widget is simply removed from the dashboard.
    Configure widget layouts For information on changing the appearance of widgets, changing widget layouts, and showing and hiding widget headers, see Configure widget layouts.
    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). This icon is available only if your roles give you access to the widget's source. Edit rights to a dashboard do not necessarily give you edit rights to the widgets on that dashboard.

    The widget is opened in the tool where it was created. For example, when you edit a report widget, the source report is opened in the Report Designer.

    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 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 plus sign (Plus sign button) to put the dashboard in edit mode.
    2. Select the dashboard tab and drag it to the desired position.
    Alternatively,
    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 icon that appears.
    Note: The dashboard tab is 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.
    For more information, see Interactive Filters.
    Configure a report widget to follow interactive filters
    1. Point to the report widget, then click the gear icon (Gear icon).
    2. In the Edit Widget window, select the Follow interactive filter check box.
    3. To show 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
    1. Click the plus sign (Plus sign button) to put the dashboard in edit mode.
    2. 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). If the widget does not have a description, the question mark icon does not appear.
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