Designing reports, documents, and dashboards » Creating and modifying dashboards using Flash » Adding, duplicating, renaming, and deleting layouts in a dashboard

Adding, duplicating, renaming, and deleting layouts in a dashboard

You can create a ”book” of data in a dashboard using layouts. Users can quickly switch between each layout in a dashboard by clicking the different layout tabs, much like turning the pages in a book. Each layout has its own grouping and filtering options, independent of other layouts in the dashboard. You can edit the contents of each layout separately, without affecting the contents on other layouts in the dashboard.

The table below lists common tasks you can perform, such as adding and deleting layouts from a dashboard and steps to perform each task.

Prerequisites

You have created the dashboard in which you want to add, delete, or modify layouts.
You must have the Web Edit Dashboard and Web Run Dashboard privileges.
Task Steps
Add a layout to a dashboard, or duplicate a layout
1 Click the name of the dashboard to run it, then do one of the following:
To add a new blank layout, click the Add Layout icon Add Layout icon in the top right. A new empty layout is added to the dashboard. Add text, visualizations, and other elements to the layout as desired. For steps, see Creating a dashboard.
To duplicate an existing layout and have the new layout contain existing visualizations, text fields, and formatting, hover the cursor over the layout's tab, then click the arrow icon on the right. Select Duplicate. The layout is duplicated and added to the dashboard as a new layout.
Rearrange the layouts in a dashboard
1 Click the name of the dashboard to run it.
2 Do one of the following:
To quickly rearrange a layout tab, click and drag the tab of the layout to its new location in the list of tabs.
To move a layout one tab to the left in the list of tabs, hover over the name of the layout's tab, click the arrow icon in the top right, and select Move Left.
To move a layout one tab to the right in the list of tabs, hover over the name of the layout's tab, click the arrow icon in the top right, and select Move Right.
Rename a layout in a dashboard
1 Click the name of the dashboard to run it.
2 Hover the cursor over the layout's tab, then click the arrow icon on the right.
3 Select Rename, then type a new name for the tab in the field.
4 Press ENTER. The layout is renamed.
Delete a layout
1 Click the name of the dashboard to run it.
2 Hover over the name of the layout's tab, then click the arrow icon in the top right.
3 Select Delete. The layout is removed from the dashboard.

Related topics

About Visual Insight in Flash
Creating a dashboard