Opening and Using Dashboards

To open and use a dashboard:

1. In the global header, click Catalog to display the "Catalog page."

2. Navigate to the dashboard to open and click the Open link.

   The dashboard is opened to the first "Dashboard page." If no content has been added, then an empty dashboard page notification message is displayed.

3. (optional) Perform any of the following tasks:

   • Display the dashboard in the "Dashboard builder" for editing.

   • Navigate among dashboard pages by clicking the page tabs.

   • Print a page.

     For information, see "About Briefing Books and Printing BI Publisher Reports."

   • Refresh a page.

     Perform this task to ensure that the refresh operation bypasses saved information in the Oracle BI Presentation Services cache and is issued to the Oracle BI Server for processing.

     When you select a specific dashboard or analysis, Presentation Services checks its cache to determine if the identical results have recently been requested. If so, Presentation Services returns the most recent results, thereby avoiding unnecessary processing by the BI Server and the back-end database. If not, the analysis is issued to the BI Server for processing. You cannot force the analysis past the BI Server's cache.

     Administrators can configure cache settings that control what is cached and for how long. For information, see "Managing Performance Tuning and Query Caching" in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

   • Add a page to a briefing book.

     For information, see "Adding Content to New or Existing Briefing Books."

   • Create a bookmark link or a prompted link to the page.

     For information, see "About Creating Links to Dashboard Pages" and "Creating Links to Dashboard Pages."

   • Apply saved customizations.

     For information, see "What Are Saved Customizations for Dashboard Pages?" and "Applying Saved Customizations."

   • Edit saved customizations.

     For information, see "What Are Saved Customizations for Dashboard Pages?" and "Editing Saved Customizations."

   • Save the current customizations.

     For information, see "What Are Saved Customizations for Dashboard Pages?" and "Saving Customizations."

   • Clear the current customizations.

     For information, see "What Are Saved Customizations for Dashboard Pages?" and "Clearing Your Current Customization."

For information on keyboard shortcuts that you can use in a dashboard, see "Keyboard Shortcuts for Oracle BI EE and Oracle BI Publisher."