Manage responsive dashboards

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 3 minutes de lecture

    • 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.

    Avant de commencer

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

    Inform any users that you have shared the dashboard with that you are deleting it. Users may have bookmarked the dashboard or marked it as a favorite. Those users see an error when they try to access a deleted dashboard.

    Remarque :
    This topic refers to Dashboards in the Core UI. If your instance is migrated to Platform Analytics experience, see Delete a Platform Analytics dashboard.

    Procédure

    1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
    2. Select the boxes next to the names of dashboards that you want to delete.
    3. Select Delete and confirm the deletion.

    Résultats

    When you delete a dashboard, dashboard tabs that are not used on other dashboards are deleted.

    Delete a dashboard tab

    When dashboard tabs are no longer useful, it is possible to delete them.

    Avant de commencer

    Role required: dashboard_admin or admin. If you are the owner of the dashboard or otherwise have edit rights on the dashboard, you can also delete a dashboard tab.

    Procédure

    1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
    2. Select the dashboard containing the tab that you want to delete.
    3. To delete a dashboard tab, point to the tab and click the trash icon.

    Résultats

    When you delete a dashboard tab, it is removed from the dashboard. If it is not used in any other dashboard, it is deleted entirely.

    Copy a responsive dashboard

    When you duplicate a responsive dashboard, its widget layout is preserved. However, sharing permissions aren’t preserved. Changes you make to the duplicated dashboard don’t affect the original dashboard.

    Avant de commencer

    Remarque :
    This topic refers to Dashboards in the Core UI. If your instance is migrated to Platform Analytics experience, see Duplicate a Platform Analytics dashboard.

    Role required: Any user who can share a dashboard can copy it.

    Procédure

    1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
    2. Select the dashboard that you want to duplicate.
    3. Select the context menu (Context menu icon) and select Duplicate Dashboard.
      A copy of the dashboard is created with you as the owner. The name of the copy is Copy of [Original Dashboard Name].
    4. Facultatif : To rename the dashboard, click the context menu (Context menu icon), select Dashboard Properties, and edit the Name field.

    Résultats

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

    Que faire ensuite

    Modify the dashboard and then share it with other users.

    Rename a responsive dashboard

    Provide a more useful name for your dashboard by renaming it.

    Avant de commencer

    Role required: Users can edit dashboards that they own, or ones that they have the right to edit. See Dashboard permissions for more information about viewing and editing rights on dashboards.

    Procédure

    1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
    2. From the dashboard picker, select the dashboard that you want to rename.
    3. From the context menu (Context menu icon), select Dashboard Properties.
    4. In the name field, enter the new name for the dashboard.
    5. Select Update.
      Remarque :
      The Owner field is required. If this field is empty, provide the name of the dashboard's owner to complete this task.

    Remove a user from a dashboard

    When you no longer want to share a dashboard with specific users, groups, or roles, you can remove their access to the dashboard.

    Avant de commencer

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

    Users with the dashboard_admin or 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.

    For more information, see Dashboard permissions.

    Procédure

    1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
    2. Select the dashboard that you want to modify.
    3. Select the sharing icon ().
    4. In the Share panel, select the X next to the name of the user, group, or role that you want to remove.
      Sharing panel with X to remove a user from a dashboard highlighted with a 4 for step 4.

    Résultats

    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 access it easily from the navigation pane.

    Avant de commencer

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

    Role required: none

    Procédure

    1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
    2. From the dashboard picker, select the dashboard that you want to mark as a favorite.
    3. Select the context menu () and select Create Favorite.

    Résultats

    Favorite dashboards appear in the favorites tab of the application navigator.