Governed Dashboards
  • About Dashboard Designer
    • What is Dashboard Designer?
    • Why is it used?
  • Getting Started
    • Accessing the Designer Module
    • Overview of Designer Module
      • Homepage
        • Guided Tour
        • Left Menu Panel
          • New
          • Manage
          • Open Dashboard
          • Preferences
          • Save As
          • Help
          • Exit
      • Dashboard Canvas Page
        • Right side Panel
          • Connection Page
          • Chart Container
          • Manage Window
          • Script Window
          • Guided Tour
        • Canvas Properties
        • Context Menu Properties
  • Create New Workspace
    • Workspace Creation: Complete Flow
    • Creating a Workspace
    • Renaming a Workspace
    • Deleting a Workspace
  • Create New Dashboard
    • Dashboard Creation: Complete Flow
    • Adding a New Dashboard
    • Create Connection
    • Drag and Drop Charts
    • Associate the Dataset
    • Preview the Dashboard
    • Save the Dashboard
    • User Alert Notification
  • Managing Options for a Dashboard
    • Open Dashboard in Designer
    • Publish a Dashboard
    • Share a Dashboard
    • Dashboard Version Control
    • Action Menu
      • Preview Dashboard
      • Export to Local Disk
      • Rename
      • Delete
      • Moving a Dashboard
      • Information Icon
      • Dashboard as Template
  • Connecting to a Data Source
    • Accessing the Data Connectors
    • Establishing a Data Connection
      • CSV Connection
      • Excel Connection
      • Data Service Connection
      • Data Science Service
      • Data Store Connection
      • Data Sheet
        • Data Sheet Enhancements
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      • Merged Connection
  • Charts Gallery
    • Charts
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      • Box Plot
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    • Other Charts
      • Box
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      • Export
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      • Trend
      • URL Button
      • V-Slider
      • Tab Component
      • Inputbox component
      • Button component
    • Custom Charts
    • Common Chart Properties
      • Background
      • Title & Sub-title
      • X & Y Axis Properties
      • Legend Properties
      • Formatter
      • Axis Setup
      • Export Options
  • Dashboard Objects
    • Manage Dashboard Components
    • Dashboard Objects Properties
  • Configurations
    • Filtering the Data
    • Drill Through
    • Dataset Properties
    • Indicators in Charts
    • Tooltip(Default & Custom)
    • Data Label
    • Geo Mapping
    • Language Mapping
    • Legend Mapping
    • Alerts in Grids
  • Script Help Section
    • Navigate to Script Help page
    • How to use Scripts?
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Managing Options for a Dashboard

PreviousUser Alert NotificationNextOpen Dashboard in Designer

Last updated 2 years ago

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 to Manage a Dashboard

Options provided to a Dashboard:

Option

Name

Description

Push To VCS

To push the dashboard to the git version control

Pull from VCS

To Pull the version dashboard from VCS

Share Dashboard

To share the dashboard file with the other user

Open in Designer

To open a created dashboard in the designer canvas.

Publish to Portal

To publish a created dashboard onto the portal.

More Actions

To provide more actions to be applied to the selected dashboard.

Options provided under the More Actions:​

Option

Name

Description

Preview

Opens preview for the selected dashboard

Export to Local Disk

Exports the dashboard to a local disk

Rename

Renames the dashboard

Delete

Removes the dashboard

Move To

Moves the dashboard

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