Assign dashboard categories
Categories enable users to filter dashboards in the Dashboard library. You can assign one or more categories to each dashboard
Before you begin
Role required: Any user who can create a dashboard can assign an existing category to it. Only users with the analytics_categories_admin role can create categories. Only the owner of the dashboard or users with the analytics_categories_admin and dashboard_admin roles can assign categories to an existing dashboard.
Assign dashboard categories on the dashboard's info panel.
Procedure
-
Select the Edit button (
) to put the dashboard into Edit mode.
-
Select the Info button (
) to open the dashboard's Information panel and choose the categories you want to apply.
Users with the analytics_categories_admin role also have the option to create a new category.
Result
- Dashboard cards in the library indicate which categories are applied.
- Users can find the dashboard by filtering on the assigned categories.