# Options for a Published Dashboard

## Publishing a Dashboard to the BDB Platform <a href="#toc532813190" id="toc532813190"></a>

The user can publish various analytics dashboards to the BDB Platform homepage via the **Publish to Portal** option provided in the Dashboard Designer plugin.

* The user needs to navigate to the dashboard list provided in a workspace.
* Access the ***Publish to Portal*** icon from the list of Dashboards.

<figure><img src="/files/JSCigS4VKoqIedQvClcl" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The shared **Workspaces** and **Dashboards** are mentioned with the letter 's' to indicate that they are shared to the user.*&#x20;
{% endhint %}

* The user gets redirected to the ***Publish*** wizard to choose a user or user group or exclude the user.
* Select the folder location for the publish dashboard.
* Use a checkmark to choose the desired user/user group (Selecting the ***Exclude User*** option will exclude the user from the permission to access the specific dashboard).
* Click the ***Publish*** option.

&#x20;      ![](/files/ctH51E0e7YjQY3dT3zUS)

* Two consecutive messages appear to confirm that the selected Dashboard is published.

<figure><img src="/files/LBya60RJzkhFzFW868be" alt=""><figcaption></figcaption></figure>

* The latest changes are saved in the Dashboard. &#x20;

<figure><img src="/files/bzseK5L0AUnZi6TrfEhf" alt=""><figcaption></figcaption></figure>

* The user can access the published dashboard from the given location (***My Documents*** is the default location for the published dashboards). E.g., the location for the following dashboard is ***My Documents***.

<figure><img src="/files/rNtRsCuiQQCwY0JL7SFj" alt=""><figcaption><p><em>A published dashboard on the My Documents space of the selected user</em></p></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The Publish dialog box can also be used to **Exclude Users** from the permission to access a Dashboard.*
{% endhint %}

## **Options Assigned to a Published Dashboard** <a href="#options-assigned-to-a-published-dashboard" id="options-assigned-to-a-published-dashboard"></a>

* Navigate to the platform homepage.
* Select a published dashboard on ***My Documents*** or ***Public Documents***.
* Use a right-click on the published dashboard to open various credited options in a context menu.

&#x20;      ![](/files/oa8GEjyA0x00cxfoqc8n)​

### Open in New Tab <a href="#toc489028140" id="toc489028140"></a>

The user can open the selected dashboard in a new tab.

* Select the ***Open in New Tab*** option from the context menu.

![](https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FgaRAPnwZAoVL2OTc5RrY%2Fimage.png?alt=media\&token=ec06205c-d9cf-47c1-a20c-881f8e32a59d)​

* The concerned dashboard opens in a new tab.

<figure><img src="/files/xuM9wTXeo9lqY5iCbQQh" alt=""><figcaption></figcaption></figure>

### Properties <a href="#properties" id="properties"></a>

The user can access the properties details of a selected dashboard by using this option.

* Select a dashboard.
* Select the ***Properties*** option from the context menu.

&#x20;      ![](/files/6GzLTuj8TrwGZvt2alkb)​

* The Properties window appears with four options.

<figure><img src="/files/30VqLIYB8ZnJFZ1zXQiM" alt=""><figcaption><p>Properties Wizard for a Published Dashboard</p></figcaption></figure>

* **Properties:** The basic dashboard properties get displayed.
  * Click the ***Browse*** option to upload an image.
  * Click the ***Copy Link*** icon to copy the open document link of the published Dashboard.
  * Click the ***Save*** option to save the update.

<figure><img src="/files/taIIF3K1GTFRWmZcotNR" alt=""><figcaption><p><em><strong>Properties Tab for a Published Dashboard</strong></em></p></figcaption></figure>

* **Share with User:** The dashboard gets shared with the selected user(s).
  * Select the ***Share with User*** option on the Properties window.
  * Search a specific user using the search bar.
  * Select a user or all the users by putting checkmark(s) in the given box(es).
  * Click the ***Save*** option.

<figure><img src="/files/CdfWJd4I73W8DEneLLiV" alt=""><figcaption><p>Sharing a published dashboard with users</p></figcaption></figure>

* A success message appears stating that the document privilege is updated.

<figure><img src="/files/VH60lhtud616yFojiOaO" alt=""><figcaption><p><em><strong>Notification message while using the Share with User option</strong></em></p></figcaption></figure>

* The dashboard is shared with the selected user(s).&#x20;

<figure><img src="/files/BQ5HdBdmHpawe1HCGOii" alt=""><figcaption><p><em><strong>Dashboard shared using the Shared with User option</strong></em></p></figcaption></figure>

* **Share with Group:** The dashboard gets shared with the selected group(s).

  * Select the ***Share with Group*** on the Properties window.
  * Search a specific group by using the search bar.
  * Select a group or all the groups by putting the checkmark(s) in the given box(es).
  * Click the ***Save*** option.

  <figure><img src="/files/zZQ90WUugk3QKslZsBzd" alt=""><figcaption></figcaption></figure>

  * A success message appears stating that the document privilege is updated.

<figure><img src="/files/SBtGgMPsnemtpFc7P8pj" alt=""><figcaption></figcaption></figure>

* The dashboard gets shared with the selected group(s).

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>*&#x20;

* *If a dashboard document is shared using this option, then the selected users and user groups receive a view-only copy.*

* *The selected user also gets notified through mail while using the **Share with User** and  **Share with Group** options.*
  {% endhint %}

* **Exclude Users:** The user gets excluded from the rights to access a dashboar&#x64;**.**

  * Select the ***Exclude Users*** option on the Properties window.
  * Search a specific user by using the search bar.
  * Select a user or all/multiple users by putting checkmark(s) in the given box(es).
  * Click the ***Save*** option.

  <figure><img src="/files/EvPhrRqa1Qme6F7XeafI" alt=""><figcaption></figcaption></figure>

  * A success message appears, and the document privilege gets updated to exclude the selected user(s).

<figure><img src="/files/NnnuRgtdMxQuUXymJeH1" alt=""><figcaption></figcaption></figure>

#### **Report Burst** <a href="#report-burst" id="report-burst"></a>

The Report Burst operation allows the user to share the open document link of a Dashboard to another user(s). The feature appears under the ***Properties*** option provided for a story created or shared under the ***Public Documents*** space.

* Navigate to the ***Public Documents*** space.
* Select a dashboard and open the context menu with the available operations.
* Click the ***Properties*** option.

&#x20;      ![](/files/93cv6Zf3m2JhCNj3EXGn)​

* The ***Properties*** window opens with multiple tabs.
* Select the ***Report Burst*** tab.

<figure><img src="/files/DxbIx54iKpBzJjIZp1nR" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>*&#x20;

* *Refer to the* [***Report Burst*** ](#hlk57129443)*option to understand the Report Burst functionality in detail.*  &#x20;
* *By using the **Report Burst** feature the open doc link of the selected dashboard will be shared with the selected user at the scheduled time through the mail.*
  {% endhint %}

### Modifying a Dashboard <a href="#modifying-a-dashboard" id="modifying-a-dashboard"></a>

This section explains step by step process to modify an existing dashboard.

* Select the ***Modify Document*** option from the Dashboard context menu.

&#x20;       ![](/files/XDq1J55zMT7m6UyJRiui)​

* The ***Modify Dashboard*** window opens.
* Enter the name for the dashboard.
* Describe the dashboard (optional).
* Upload a dashboard file from the local drive via the ***Choose Files*** option. (The dashboard should be in a BVZ file format).
* Provide Dashboard Parameters.
  * Click the ***Add User Properties*** or ***Add System Properties*** option to add dashboard parameter(s).
  * Click the ***Remove*** option to remove the added dashboard parameter.
  * Click the ***Save*** option.

<figure><img src="/files/KLpz5ILAhXV1WiXNPoIb" alt=""><figcaption><p>The Modify Dashboard Wizard</p></figcaption></figure>

* A confirmation message appears to assure that the required data got updated.

<figure><img src="/files/IrXIp4tBI20JgaaWd3C2" alt=""><figcaption></figcaption></figure>

### Adding/Removing a Dashboard (to/from Favorites) <a href="#toc489028139" id="toc489028139"></a>

Administrators can add a dashboard to or remove it from the ***Favorites*** section.

* Select the ***Add to Favorites*** operation from the Dashboard context menu.

&#x20;      ![](/files/GmdGQCuL9AAiMffWCJ0f)​

* A pop-up window appears with a message, “***Document added to Favorites**”*.

<figure><img src="/files/vzQ0xQieHcHshmxsI8z9" alt=""><figcaption></figcaption></figure>

* Open the ***Favorites*** section.

&#x20;      ​![](/files/pTgpVzror0KOgJEuEnSV)

* The selected dashboard gets added to the ***Favorites*** section.       &#x20;

<figure><img src="/files/AqGevdK49pb3O7GKv9BP" alt=""><figcaption></figcaption></figure>

* Use right-click on the dashboard to get the remove option.
* Click the ***Remove from Favorite*** option.       &#x20;

<figure><img src="/files/NswWHZ4xyOWOeDHTtOqw" alt=""><figcaption></figcaption></figure>

OR

* Navigate to the original Dashboard.
* Use right-click on the dashboard to get the remove option.
* Click the ***Remove from Favorites*** option.

<figure><img src="/files/rcN9Y4ow5UdpDX1UxF5j" alt=""><figcaption></figcaption></figure>

* A message appears to notify the removal of the dashboard from the Favorites (the dashboard gets removed from the ***Favorites)*****.**     &#x20;

<figure><img src="/files/SM2jI6kUluhEdp30cSVJ" alt=""><figcaption></figcaption></figure>

### Moving a Dashboard <a href="#moving-a-dashboard" id="moving-a-dashboard"></a>

Administrators can move a dashboard from one folder or document space (E.g. ***My Documents***) to another folder or document space.

* Select a dashboard.
* Select the ***Move to*** option from the operation context menu.

&#x20;      ![](/files/7YxtzpGd7Pct34TxJVCE)

* The ***Move to*** window appears displaying the available folders.
* Select a folder.
* Click the ***Move*** icon.

<figure><img src="/files/idCOFOci3hKk7JpyJKgU" alt=""><figcaption></figcaption></figure>

* The user gets redirected to the next screen where the selected folder appears at the top.
* Click the ***Save*** option.​

<figure><img src="/files/YrhkS45pOhhrGKWVUOs6" alt=""><figcaption></figcaption></figure>

* A success message appears.

<figure><img src="/files/KJ45XFi6chymJiIlFKQF" alt=""><figcaption></figcaption></figure>

* The dashboard gets moved to the selected space.

<figure><img src="/files/NsocIwM0CDsLWkdxsvrt" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> To view a dashboard, use a click on the selected dashboard.*
{% endhint %}

### Renaming a Dashboard <a href="#renaming-a-dashboard" id="renaming-a-dashboard"></a>

The Administrator can change the name of an existing dashboard.

* Select the ***Rename*** option from the Dashboard Operations menu.

&#x20;       ![](/files/Q945lXix89iRmqruiM7h)​

* The ***Rename*** window opens.
* Enter a new name for the dashboard.
* Click the ***Save*** option.

&#x20;      ![](/files/StPlKq89kbhaZUKEhsvv)​

* A confirmation message appears to assure the action.
* The selected dashboard gets renamed.

<figure><img src="/files/M5V5Op3KcpATq2hJGhZI" alt=""><figcaption><p><em><strong>the Dashboard gets renamed</strong></em> </p></figcaption></figure>

### Copying a Dashboard <a href="#toc489028138" id="toc489028138"></a>

Administrators can copy an existing dashboard and paste it at any chosen place within ***My Documents*** or ***Public Documents*** of the platform.

* Select a dashboard.
* Select the ***Copy*** option from the operation context menu.

&#x20;      ![](/files/dfiDmcLto5LpyIzcrBmz)​

* Select another folder and open the menu with the credited options.
* The Context menu appears with the ***Paste*** option.

Or

* Navigate to ***My Documents*** or ***Public Documents*** and right-click anywhere on the blank space.
* A context menu appears with the ***Paste*** option.

<figure><img src="/files/GVamMCMVOHFerMfLVXOf" alt=""><figcaption><p> <em>Two ways to access <strong>Paste option for a copied Dashboard</strong></em> </p></figcaption></figure>

* Click the ***Paste*** option.
* The ***Paste*** window opens.
* The dashboard name displays the prefix ‘***Copy of-***’ before the original name of the dashboard (E.g., *Dashboard* named ***Financial Analysis*** gets a new name ***Copy of Financial Analysis**)*.
* Click the ***Save*** option.

&#x20;       ![](/files/oz4nJmZUnmlBES0us2cr)

* The selected dashboard gets copied with a different name.

<figure><img src="/files/4UGGW5upH8LtzNpwQAgo" alt=""><figcaption></figcaption></figure>

### Deleting a Dashboard <a href="#deleting-a-dashboard" id="deleting-a-dashboard"></a>

Administrators can remove a dashboard by following the given steps:

* Select a dashboard.
* Select the ***Delete*** option from the operation context menu.      ​&#x20;

<figure><img src="/files/8YpZLV0EYcZzzJu5vSJP" alt=""><figcaption></figcaption></figure>

* A new window pops up to confirm the deletion.
* Click the ***Delete*** button.      &#x20;

<figure><img src="/files/jPDiHrkIpCZVgTtkS1gn" alt=""><figcaption></figcaption></figure>

* A confirmation message appears.
* The selected dashboard gets deleted.

<figure><img src="/files/plvFQJUEjU9owRg4LGj2" alt=""><figcaption></figcaption></figure>

### Report Burst <a href="#hlk57129443" id="hlk57129443"></a>

This feature helps to notify the selected users or user groups with the open link and PDF report of the selected dashboard.

* Select the ***Report Burst*** option from the Dashboard options menu.

&#x20;      ![](/files/Qcdoawo1RukJp0d3OyY1)​

* The ***Report Burst*** window opens.
* Add the users or user groups.
* Provide a subject.
* Provide description (optional).
* Schedule the report.
* Click the ***Save*** option.      &#x20;

<figure><img src="/files/cwsjxuEXTbpMEVSdoOSP" alt=""><figcaption></figcaption></figure>

* A confirmation message appears.

<figure><img src="/files/VoKSHJpHSrovO89Seg3y" alt=""><figcaption></figcaption></figure>

* The open document link is shared with the selected user(s)/ user group(s) on the user's mail id. &#x20;

<figure><img src="/files/KjgnVk1eeSMiyllo5Rel" alt=""><figcaption></figcaption></figure>

* The scheduler turns on. You can switch it off by clicking the Stop Schedule option.    &#x20;

<figure><img src="/files/cUvLP6ibAKtQUUd8dNXH" alt=""><figcaption></figcaption></figure>

* The scheduler gets stopped and the same gets communicated through a confirmation message.

<figure><img src="/files/FAnF6Gj0YmTnkDqYKwLY" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> You can enable or disable Report Burst option using the Dashboard Properties.​*

![](https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FQxs4oy11Z26loA9Rh5VV%2Fimage.png?alt=media\&token=a21a136c-b6a4-4806-a48d-10257ba8a21b)​​
{% endhint %}

### **Insert Comments** <a href="#insert-comments" id="insert-comments"></a>

The comment option is provided for the published ***Dashboards*** to explain or insert feedback for the dashboard.

* Open a published Dashboard from the BDB Platform.
* Click the ***Comments*** icon from the header.

<figure><img src="/files/zQtD1F8MwrkkWRxoIS6t" alt=""><figcaption><p><em><strong>The Comments icon for a published Dashboard</strong></em></p></figcaption></figure>

* A new window opens below with space to insert a message at the end of the window.
* Type a comment in the given ***Message*** space.
* Click the ***Send*** icon.

<figure><img src="/files/zSTtOHZAK00IV4A8iuji" alt=""><figcaption></figcaption></figure>

* The message gets added to the ***Comments*** window.​

<figure><img src="/files/aLMZIubS0VqEnw9HoCRx" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>*

* *The **Comments** feature is enabled for all the users who can access the dashboard document.*
* *The inserted comments display user initials and a record of time.*
* ***Full Screen*** ***/ Reduce Size** icon is provided to view the form in full screen or* *reduce the form screen size.*
  {% endhint %}


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