Editing Dashboards

You can edit dashboards to which you have appropriate permissions and privileges.

To edit a dashboard:

In the global header, click Catalog to display the "Catalog page."
Navigate to the dashboard to edit and click the Edit link.

The dashboard is displayed in the "Dashboard builder."
Perform one or more of the following tasks, as needed:
- Add a dashboard page. See "Adding New Pages to Dashboards."
- Delete a dashboard page. See "Deleting Dashboard Pages."
- Add content. See "Adding Content to Dashboards."
- Use the options available on the Tools toolbar button of the Dashboard builder to:
  - Set dashboard and dashboard page properties.
  - Specify settings for printing and exporting a dashboard page.
  - Set the report links for a dashboard page.
  - Specify whether to allow users to create personal saved customizations on the page.
  - Publish the page to a shared dashboard location so that you can share the page with others. See "Publishing Dashboard Pages."
  For more information about these options, see "Dashboard builder."
Perform one of the following steps at any time:
- To preview the dashboard page, click the Preview toolbar button.
- To save your changes, click the Save toolbar button.
- To exit the Dashboard builder and return to the Dashboard, click Run.

Adding New Pages to Dashboards

You can add new pages to dashboards.

To add a new page to a dashboard:

Edit the dashboard. For information, see "Editing Dashboards."
Click the Add Dashboard Page toolbar button in the Dashboard builder.

The "Add Dashboard Page dialog" is displayed.
In the dialog, enter a name and description for the page, and click OK.

The page is displayed as a new tab in the "Dashboard builder."
Click the Save toolbar button.

After you add a new page, you can add content to it. See "Adding Content to Dashboards."

Adding Content to Dashboards

You can add the following content to dashboards:

Dashboard objects, including objects that let you lay out the content, such as columns and sections, as well as objects such as text, folders, action links, and so on. Table E-2 lists and describes the dashboard objects that you can include on a dashboard page.
Objects that you or someone else has saved to the Oracle BI Presentation Catalog and for which you have the appropriate permissions, such as analyses, prompts, and so on.

Note:

Dashboard modification is reserved for users with the appropriate permissions and privileges.

To add content to a dashboard:

Edit the dashboard. For information, see "Editing Dashboards."
Add the objects to include on the page. To add an object, select it from the "Dashboard Objects pane" or the "Catalog pane," and then drag and drop the object to the "Page Layout area."

For information on dragging and dropping objects, see "Dragging and Dropping Objects to the Page Layout Area in the Dashboard Builder."

Tip:

To locate an object in the Catalog pane, you can browse either by the catalog folder in which the object is stored or by the dashboard on which the object is displayed.

For information on adding Oracle BI Publisher reports, see "Adding Oracle BI Publisher Reports to Dashboard Pages."

When you drag and drop a scorecard object to the Page Layout area, the "Dimension Pinnings dialog" might be displayed, where you pin (or set) values for KPI dimensions that are associated with the scorecard object. For more information about pinning, see "What Are Dimensions and Pinned Dimension Values?"
Set the properties of each object, as appropriate. To do so, hover the mouse pointer over the object in the Page Layout area to display the object's toolbar and click the Properties button.

What is displayed depends on the type of object. For some objects, a properties dialog is displayed. For other objects, a menu of options is displayed. For more information, see "Properties Buttons for Objects."

Click the Save toolbar button.

Note:

Adding a performance tile to a dashboard performs in the same manner as adding any other view, including prompt behavior. Drag and drop the analysis containing the performance tile view from the catalog into a column, save the dashboard, and run it to view the tile.

In order to ensure that a group of performance tiles are tightly spaced, place each performance tile in a dashboard section or column and then assign a fixed size to the section or column to prevent the tiles from spreading out.

Dragging and Dropping Objects to the Page Layout Area in the Dashboard Builder

When you drag and drop objects to the "Page Layout area" of the "Dashboard builder," keep in mind the following:

As you drag an object in the Page Layout area, a blue bar is displayed to indicated the drop location relative to another object. When you hover over a valid target in which to drop the object, the border of the target container changes to orange.
When you drop an object that does not have a name to the Page Layout area, it is assigned a default name, such as Section 1, Link 1, and so on. You can rename some objects to assign meaningful, descriptive names.
When you hover the mouse pointer over an object that has been dropped to the Page Layout area, it is highlighted with an orange border and its toolbar is displayed.
Columns are used to align content, while sections within columns hold the actual content. If you drag and drop an object to an empty Page Layout area, or drag and drop an object to a column without first adding a section to hold it, then the proper containers for it are created automatically. For example, if you drag and drop a section to an empty Page Layout area, a column is created automatically. If you drag and drop an analysis, then both the column and section are created automatically.
When you drag and drop an analysis to the Page Layout area, the compound view is shown by default. If you want to show another view, then click the Properties button for the analysis, select Show View, and select the view that you want.
When you drag a second object to a section, you can drop it either horizontally or vertically within the section, which sets the layout for the section. Additional objects that you drag and drop have that layout. To change the layout after it has been set, you can use the Horizontal Layout and Vertical Layout buttons on the section toolbar.
If you drag a section from one column into another column, then any content in that section is also included.