The page focuses on the various options provided for a saved dashboard while using the Manage option.

Manage and share your work with others. This section explains how to edit, save, and publish the dashboards created by users.

Generally created dashboards are saved under a workspace. Based on the requirement, the users can edit the dashboards by adding some modifications and saving them to the disk. This tutorial explains how to edit, open, and save dashboards.

The created and saved dashboards can be shared among the users for a purpose. There are options provided to move and publish dashboards.

The below given description helps you how to access those options in the Designer:

• Navigate to the Designer homepage.

• Click the Manage option.

• A list of Workspaces gets displayed.

• Choose a workspace.

• A list of all the saved dashboards under the selected workspace gets displayed.

• Options provided next to a dashboard name can be used to manage or move that dashboard.

Options provided to a Dashboard:

Options provided under the More Actions:​

The users can open the desired dashboard into the designer workspace once they have created and saved it to a workspace.

• 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 all the saved dashboards under the selected workspace.

• Click the Open in Designer icon.

• The selected dashboard opens in the designer workspace.

Pushing a Dashboard to VCS

• Click the Manage option.

• Select and open a Workspace from the list of Workspaces.

• Select a dashboard from the dashboard list.

• Click the Push to VCS icon for the selected dashboard.

• The Push into Version Controlling System dialog box opens.

• Provide a commit message.

• Select a Push Type out of Dashboard Versioning and GIT Export

• Click the Push option.

• A Confirmation message appears and the selected dashboard version gets pushed to VCS.

Pull from the VCS

• Click the Manage option.

• Select and open a Workspace from the list of Workspaces.

• Select a dashboard from the dashboard list.

• Click the Pull from VCS icon for the selected dashboard.

• The Pull from Version Controlling System dialog box opens.

• Select a Version by using the given checkbox.

• Click the Pull option.

• A confirmation message appears and the selected version of the dashboard gets pulled.

Sharing a Dashboard

• Open the Manage option.

• Open a Workspace from the list of workspaces.

• Select a dashboard from the list of dashboards.

• Click the Share Dashboard icon for the selected dashboard.
• The Manage Access window opens for the selected dashboard.

• Select permissions using the checkboxes provided for the Grant Permissions.

• Use the User List or User Groups option to select user(s)/user group(s) to share the dashboard.

• Search for the user or user group using the search bar.

• Use the checkboxes to select the user(s) or user group(s) you want to share the dashboard. ​

• Click the Share option.
• A success message ensures that the dashboard is shared successfully. ​

• Open the Share Dashboard window again for the same dashboard, the user to whom it has been shared will be listed under the Granted Permissions section.

• Navigate to the target user's account, and access the Designer module. Open the Manage section. The shared dashboard gets notified by the letter 's' next to the dashboard name. Even the workspace will be notified with 's' next to it indicating that it is a shared workspace.

Excluding Users

• Navigate to the Share Dashboard window.

• Choose permissions from the Grant Permissions section.

• Go to the User Groups tab.

• Search for a specific user group using the search bar.

• Select a user group using the checkbox. The user is allowed to select multiple user groups.

• Open the Exclude User tab.

• Select users whom you wish to exclude by using the checkboxes.

• Click the Share option.
• A notification message ensures the dashboard is shared with the user group.
• Open the Manage Access window again for the same dashboard.

• The excluded users will be listed under the Excluded Users section.

Revoking the Privilege(s)

• Navigate to the Manage Access window for a shared dashboard.

• The user(s)/ user group(s) to whom the dashboard has been shared appears under the Granted Permissions section.

• Select a user or user group from the Granted Permissions section.

• Click the Revoke icon.
• The Revoke window appears to confirm the action.

• Click the Yes option.

• A notification message appears.

• The selected user or user group's privileges would be revoked for that dashboard. The selected user or group will be removed from the Granted Permissions section.

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.

The Preview action option opens the selected dashboard in the preview mode.

• Navigate to a saved dashboard using the Manage option.

• Select a dashboard and click the More Actions icon.

• Choose the Preview action from the context menu.

• The selected dashboard opens in Preview mode.

The Export to Local Disk option exports the selected dashboard to the local disk.

• Select a dashboard using the Manage option.

• Choose the Export to Local Disk option from the More Actions context menu.

• The selected dashboard gets exported to the local disk.

Deleting a Dashboard

Users can delete a dashboard by following the steps explained over here.

• Select a dashboard using the Manage option.

• Click the Delete icon from the More Actions context menu.

• A pop-up window appears to confirm the deletion.

• Select the Remove option from the pop-up window.

• A message appears to notify the completion of the action and the selected dashboard gets removed from the list.

Restoring a Deleted Dashboard

By default, the dashboard gets moved to the Trash Workspace. The users can open the Trash Workspace and restore the dashboard to the desired workspace.

• Click the Manage option from the Designer homepage.

• Navigate to the Trash workspace created under the list of all the workspaces.

• Select a deleted dashboard that you want to restore Click the Restore icon.

• The Restore window appears.

• Select a workspace using the drop-down menu.

• Click the Restore option.

• A success message appears to assure the restoration.

• The dashboard gets restored to the selected workspace.

• Click the Manage option from the Designer Homepage Left Menu Panel.

• Select a Workspace from the list of available Workspaces.

• A list of available Dashboards inside the selected Workspace opens.

• Select a Dashboard from the list.

• Click the Action menu icon for the dashboard.

• Click the Info icon from the Action menu.

• The Dashboard Info window opens displaying the related information such as Last Updated Date and Last Updated By.

The users can move the created dashboards from one workspace to another using this option. This section explains the steps to move dashboards.

• Select a dashboard using the Manage option.

• Click the Move to icon from the More Actions context menu.

• The Move to Another Workspace window appears.

• Select a Workspace from the drop-down menu.

• Click the Move option to move the selected dashboard into the desired workspace.

• A success message appears.

• The dashboard gets moved to the selected Workspace.

Previously created dashboards can be renamed using this option. This part provides steps on how to rename an existing dashboard.

• Select a dashboard using the Manage option.

• Click the Rename icon from the More Actions context menu.

• The Rename window appears.

• Enter a new name for the selected dashboard.

• Click the Rename option to save the new name.

• A success message appears.

• The selected dashboard gets renamed.

The Save as Template option has been provided under the More Actions menu for each saved dashboard. By clicking this option it will create the selected dashboard as a Card in the Templates section.

• Navigate to the saved Dashboards list using the Manage option.

• Select a Dashboard from the list.

• Click the More Actions icon for the selected dashboard.

• Click the Save as Template option from the More Actions context menu.

• The Save as Template dialog box opens.

• Provide the Template Name in the given space.

• Click the Save option.

• A notification message appears to inform the completion of the action.

• Click the Templates option provided under the Open option from the Designer homepage.

• The Dashboard Templates page opens listing all the available dashboard templates.

• The recently saved dashboard template gets listed under the Dashboard Templates page.