---
sourceDocument: Australia Platform Analytics
sourceDocumentLink: https://www.servicenow.com/docs/r/now-intelligence

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Edit a dashboard

# Edit Platform Analytics dashboards {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read

You can edit dashboard and dashboard tab information in the inline editor. If the dashboard has been shared, any changes you make are applied globally.

## Before you begin

You can edit the details of dashboards created in the inline editor and in the technical editor in the Platform Analytics experience. When you edit elements in dashboards created in the technical editor, you're redirected to UI Builder.

Role required: dashboard_admin for all dashboards, or any role for dashboards that you own or ones that you have been given the right to edit. See [Platform Analytics dashboard roles](https://www.servicenow.com/docs/TOPOiNCYc7b10GPrQi52ug "Platform Analytics dashboards have few role restrictions. Editing rights are granted by sharing, independent of role.") for more information about viewing and editing rights on dashboards.

## About this task

Important:  
By default, dashboards are subject to edit lock. Only one person at a time can have the same dashboard in edit mode. If you are viewing a locked dashboard, you will not have an Edit button even with edit rights. You will see the locking user's initials next to the Refresh and View dashboard details icons. Hover on the initials to see the user's name, company, and roles.  

The More actions menu includes the option to clear the edit lock. Use this option with caution.  

## Procedure

1. Navigate to AllPlatform AnalyticsLibraryDashboards.
2. Select the dashboard that you want to edit.  
   If you are in a different application scope than the dashboard, use the application picker to select the correct scope.  

3. Perform any of the following actions.

   | Action | Steps |
   | Edit dashboard details | To edit the details of a dashboard created in the inline editor: 1. Select the information button (![]()). 2. Select the Edit button (![Edit button]()) to put the dashboard into edit mode. Note: If you don't see the Edit button, either you don't have the right to edit the dashboard or it is in edit lock. 3. Edit the details of the dashboard and then select Exit editing mode. {#edit-db-in-ac__ol_tgj_l5l_qxb} To edit the details of a technical dashboard: 1. Select the information button ![info icon](). 2. Select the arrow next to the Edit in UI builder button and then select Edit dashboard details to put the dashboard into edit mode. Note: If you don't see this option, you don't have the right to edit the dashboard. 3. Edit the details of the dashboard and then select Exit editing mode. {#edit-db-in-ac__ol_r2y_1vl_qxb} For more information, see [Configure Platform Analytics dashboard details](https://www.servicenow.com/docs/8Lm~MFIK8JQHGb8zVaVUCQ "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group."). |
   | Configure the dashboard layout | Select and drag an element's handlebars to resize it. Select and drag an entire element to move it around the dashboard layout. Elements include data visualizations, filters, and other dashboard content. |
   | Add a tab to a dashboard | Select Add a tab. A tab labeled <kbd class="ph userinput">Untitled</kbd> is added next to any existing tabs. When you add your first tab to a dashboard, there's a new part of the layout below the title and above the tabs. Add elements above the tabs that are visible no matter which tab has focus. Select the pencil icon (![pencil icon]()) to rename the tab. |
   | Reorder a dashboard tab | You can reorder tabs by dragging and dropping them. You can also reorder dashboard tabs using keyboard actions: 1. Select the Edit button (![Edit button]()) to put the dashboard into edit mode. Note: If you don't see the Edit button, you don't have the right to edit the dashboard.{#edit-db-in-ac__ph_ym1_dpz_gbb} 2. Use the TAB key to move the focus to a dashboard tab. 3. Use the LEFT and RIGHT arrow keys to select a tab to move. 4. Use the SHIFT+LEFT arrow or SHIFT+RIGHT arrow command to move the selected tab left or right. 5. Select Save. {#edit-db-in-ac__ol_jkk_rt3_fbb} |
   | Duplicate a dashboard tab | You can duplicate a tab on the current dashboard. 1. Select the Edit button (![Edit button]()) to put the dashboard into edit mode. Note: If you don't see the Edit button, you don't have the right to edit the dashboard. 2. Select the More actions menu icon (![More actions icon]()) next to the tab's name and choose Duplicate. {#edit-db-in-ac__ol_abt_m5s_swb} A new tab with the same content as the duplicated tab opens with the name Untitled. Choose the pencil icon to rename the tab. |
   | Delete a dashboard tab | 1. Select the Edit button (![Edit button]()) to put the dashboard into edit mode. Note: If you don't see the Edit button, you don't have the right to edit the dashboard. 2. Select the More actions menu icon (![More actions icon]()) next to the tab's name and choose Delete. Note: There's no confirmation message. The tab disappears from the dashboard. |
   | Rename a tab | 1. Select the tab to make it active. 2. Point to the tab name and select the pencil icon (![pencil icon]()). 3. Type the new name then press Enter. {#edit-db-in-ac__ol_mlp_1sr_zw} Note: If you rename a tab on a dashboard that has been translated, the translations are replaced with the new English tab name. To translate the new name: 1. Navigate to User MenuPreferences. 2. On the Display tab, select the target language. 3. On the translated dashboard, rename the tab with the translation of its new name. {#edit-db-in-ac__ol_htz_31g_3kb} |
   | Configure the refresh settings | Role required: admin. 1. Select the Edit button (![Edit button]()) to put the dashboard into edit mode. Note: If you don't see the Edit button, you don't have the right to edit the dashboard. 2. Select the Dashboard Settings button (![]()) to open the Settings panel. 3. Select Show refresh information to show the time of the last refresh under the dashboard's title. 4. Select Scheduled repetition to configure the number of minutes that the dashboard is automatically refreshed. The minimum refresh interval is 10 minutes. {#edit-db-in-ac__ol_nlx_4gw_hzb} |
   | Configure background colors | 1. Open the Background Color menu to show the preconfigured colors. 2. Choose an existing color or select the Color Palette icon (![palette icon]()) to open the palette. Specify Hex or RGBA values, or choose from the color picker. {#edit-db-in-ac__ol_fbm_13w_hzb} |
   | Configure Insights | Choose whether and which analytics to show in the Insights section. When you select Show insights panel, an Insights button is added to the dashboard and the selected analytics options are shown. For more information, see [Proactive analytics insights on dashboards](https://www.servicenow.com/docs/WZLW1D6uZo9zwiJkP9lpYA "Proactive analytics automates the extraction of insights from your Performance Analytics indicators. Receive notifications on your Platform Analytics dashboards of potentially interesting changes and events in your processes."). |
   |-|-|

   {#edit-db-in-ac__choicetable_gv3_q3r_g5}
* **[Add visual elements to an in-line dashboard](https://www.servicenow.com/docs/E1kDj~wY1t4HnK4s5N40xg)**   
  Populate your dashboard with a selection of widgets, including data visualizations and filters.
* **[Edit in-line Platform Analytics dashboard elements](https://www.servicenow.com/docs/PDu4w_nm60G8jJrnhUFPOg)**   
  You can edit the contents of a dashboard or dashboard tab, including data visualizations and filters. Because dashboards are shared, any changes you make are applied globally.
* **[Group dashboard elements](https://www.servicenow.com/docs/0gfnKJ5jZz02ex705365~w)**   
  Improve your layout control and dashboard customization capabilities, by organizing related elements into single visual and logical units. Configure backgrounds and borders according to group.
* **[Edit a copy of a shared dashboard element](https://www.servicenow.com/docs/O23_ZZG5ruu9NEIBtcgxIw)**   
  To configure a shared element that you added to a dashboard from a library, make a local copy that is not linked to a library. You only have to do this if you do not have permission to edit the version in the library.
* **[Add images to Platform Analytics dashboard cards](https://www.servicenow.com/docs/r75w0oiZPR18jvGycgdFMQ)**   
  Distinguish the cards in the dashboard overview with uploaded images.

**Related tasks**   

* [Create a dashboard with the in-line editor](https://www.servicenow.com/docs/j9c0VO~c5Pmw1AcA2byvCQ "In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can create elements and add existing elements from the inline editor.")
* [Share a Platform Analytics dashboard](https://www.servicenow.com/docs/fkW91BPT8hUQMYbuKSnE0Q "Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights.")
* [Duplicate a Platform Analytics dashboard](https://www.servicenow.com/docs/X96XEUzcen5e_a0FA0DdIw#duplicate-db "Duplicate a dashboard created in the in-line editor so that you can share a modified version with different users.")
* [Print a Platform Analytics dashboard](https://www.servicenow.com/docs/fsJM3VswSTSSxokIc8zllg "To print a dashboard, create a printer-friendly copy and print that copy from your browser.")
* [Export a Platform Analytics dashboard](https://www.servicenow.com/docs/kxsj9jwtO49uR9AStmN8ug "Export a Platform Analytics experience dashboard to PDF or Microsoft PowerPoint.")
* [Schedule the export of dashboards and data visualizations](https://www.servicenow.com/docs/k0~lEKek7uNMd1b0Z9jWiA "Automate the export and mailing of dashboards and data visualizations. Help colleagues build presentations, share information with external users, or track data over time.")
* [Bookmark a Platform Analytics dashboard](https://www.servicenow.com/docs/6dAzdBU14y~NkYpBwAjdNQ "Bookmark a dashboard so that you can find it easily in the Analytics Overview.")
* [Delete a Platform Analytics dashboard](https://www.servicenow.com/docs/ytHvt~yu8SidPNbU7ArNMg "You can delete a dashboard that is no longer useful. The Analytics Overview invokes the Workflow Studio to remove the dashboard from your instance.")

*[\>]: and then