Publish a Dashboard

Dashboards need to be published for end-users to access them. This section explains the steps to publish dashboards.

Publishing to Portal

• Click the Manage option on the Designer homepage.

• Select and click on a workspace from the list of Workspaces.

• Select a Dashboard from the list of the saved dashboards under the selected workspace.

• Click the Publish to Portal icon.

• The Publish dialog box appears to assure the action with the dashboard name and description.

• Select Folder Location using the drop-down icon.

  • The supported folders are My Documents and Public Documents.

• The user needs to specify a user or user group using the following options:

  • User List: To select a user or multiple users by using a checkmark in the box.

  • User Groups: To select a user group or multiple user groups by using a checkmark in the box.

  • Exclude User: To exclude a user or multiple users by using a checkmark in the box.

• Click the Publish option.

• Two consecutive notification messages appear to assure the completion of the action.​

• The selected dashboard gets published at the desired place.

Republish

• For the published dashboard, the below-given dialog box appears while clicking the Publish to Portal icon.

• Select an action option out of Re-Publish or Publish as New.

  • The Republish option if selected displays the following details:

    • The available version(s) of the published dashboard. The user can select a version to republish.

    • The selected user(s) or user group(s) gets appeared in the dialog box.

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Publish as New

• The Publish as New action allows the user to publish the selected dashboard as new.

• Select Use(s) or User Group(s) using either USER LIST or USER GROUPS tab.

• Select the desired user(s) or user group(s) using check marks in the given check boxes.

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