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.
시작하기 전에
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.
프로시저
- Navigate to or .
- Select the boxes next to the names of dashboards that you want to delete.
- Select Delete and confirm the deletion.
결과
Delete a dashboard tab
When dashboard tabs are no longer useful, it is possible to delete them.
시작하기 전에
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.
프로시저
- Navigate to or .
- Select the dashboard containing the tab that you want to delete.
- To delete a dashboard tab, point to the tab and click the trash icon.
결과
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.
시작하기 전에
Role required: Any user who can share a dashboard can copy it.
프로시저
-
Select the context menu (
) 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]. - 옵션:
To rename the dashboard, click the context menu (), select Dashboard Properties, and edit the Name field.
결과
다음에 수행할 작업
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.
시작하기 전에
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.
프로시저
-
From the context menu (), select Dashboard Properties.
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.
시작하기 전에
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.
프로시저
-
Select the sharing icon (
).
-
In the Share panel, select the X next to the name of the
user, group, or role that you want to remove.
결과
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.
시작하기 전에
Anyone who can access a dashboard can make it a favorite.
Role required: none
프로시저
- Navigate to or .
- From the dashboard picker, select the dashboard that you want to mark as a favorite.
-
Select the context menu () and select Create Favorite.