Designing reports, documents, and dashboards » Creating and modifying dashboards using Flash » Adding, modifying, duplicating, and deleting panels from a dashboard

Adding, modifying, duplicating, and deleting panels from a dashboard

You can use panels to create stacks of analytic layers on a single dashboard page (called a layout). Panels summarize key business indicators in easy-to-read interfaces and are essential building blocks for interactive dashboards. Once you add panels to a dashboard, users can switch between panels to view the different layers of data. If you filter or group data in a layout tab in the dashboard, the data will be filtered or grouped across all panels on the layout tab.

Separate steps are below to add a panel to a dashboard, rename and rearrange panels, and so on.

Prerequisites

You have created the dashboard that you want to modify.
You must have the Web Edit Dashboard and Web Run Dashboard privileges.
You must add at least two panels to a layout to rename, rearrange, duplicate, or delete panels on the layout.

To add a panel

1 Click the name of the dashboard to run it.
2 From the Tools menu, select Add Panel. A new, empty panel is added to the dashboard. Add text, visualizations, and other elements to the panel as desired. For steps, see Creating a dashboard.

To rename a panel

1 Click the name of the dashboard to run it.
2 Hover the cursor over the name of the panel, then click the arrow icon displayed in the top right. A list of options is displayed. Select Rename.
3 Type a name for the panel in the field, then press ENTER.

To rearrange the order in which a panel is displayed in a layout

1 Click the name of the dashboard to run it.
2 Hover the cursor over the name of the panel, then click the arrow icon displayed in the top right. A list of options is displayed. Select one of the following:
To move the panel one spot to the left in the list of panels, select Move Left.
To move the panel one spot to the right in the list of panels, select Move Right.

To duplicate a panel

1 Click the name of the dashboard to run it.
2 Hover the cursor over the name of the panel, then click the arrow icon displayed in the top right. A list of options is displayed.
3 Select Duplicate. The new panel is added to the dashboard.

To delete a panel

1 Click the name of the dashboard to run it.
2 Hover the cursor over the name of the panel, then click the arrow icon displayed in the top right. A list of options is displayed.
3 Select Delete.

Related topics

About Visual Insight in Flash
Creating a dashboard