Pre-requisites: The user should have permission to access the Designer module and the Dashboard must be published to a user account to get the options context menu for it.
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.
Please Note: The shared Workspaces and Dashboards are mentioned with the letter 's' to indicate that they are shared with the user.
The user gets redirected to the Publish wizard to choose a user or group or exclude the user.
Select the folder location for the published dashboard.
Use a checkmark to choose the desired user/user group (Selecting the Exclude Users option will exclude the user from the permission to access the specific dashboard).
Click the Publish option.
Two consecutive messages confirm that the latest changes have been saved and the selected dashboard has been published.
The user can access the published dashboard from the given location (My Documents is the default location for the published dashboards).
Please Note: The Publish dialog box can also be used to Exclude Users from the permission to access a Dashboard.
Navigate to the platform homepage.
Select a published dashboard on My Documents or Public Documents.
Right-click the published dashboard to open various credited options in a context menu.
The user can open the selected dashboard in a new tab.
The concerned dashboard opens in a new tab.
The user can access the Properties details of a selected dashboard using this option.
Select a dashboard.
Select the Properties option from the context menu.
The Properties window appears with four options.
Properties: The basic dashboard properties are 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.
A notification message appears to ensure the image is successfully updated.
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 using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege is updated.
Share with Group: The dashboard gets shared with the selected group(s).
Select Share with Group in the Properties window.
Search a specific group by using the search bar.
Select a group or all the groups using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege is updated.
The dashboard gets shared with the selected group(s).
Please Note:
If a dashboard document is shared using this option, the selected users and user groups receive a view-only copy.
The selected user also gets notified through mail using the Share with User and Share with Group options.
Exclude Users: The user gets excluded from the rights to access a dashboard.
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 using the checkbox(es).
Click the Save option.
A success message appears, and the document privilege gets updated to exclude the selected user(s).
This section explains the step-by-step process to modify an existing dashboard.
The Modify Dashboard window opens.
Enter the name of the dashboard.
Describe the dashboard (optional).
Click the Save option.
A confirmation message appears to ensure that the required data is updated.
Administrators can add a dashboard to or remove it from the Favorites section.
A pop-up window appears with a message, “Document added to Favorites”.
Open the Favorites section.
The selected dashboard gets added to the Favorites section.
Use right-click on the dashboard to get the remove option.
Click the Remove from Favorite option.
OR
Navigate to the original Dashboard.
Use right-click on the dashboard to get the remove option.
Click the Remove from Favorites option.
A message appears to notify the removal of the dashboard from the Favorites (the dashboard gets removed from the Favorites).
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 context menu.
The Move to window appears displaying the available folders.
Select a folder.
Click the Move icon.
The user gets redirected to the next screen where the selected folder appears.
Click the Save option.
A success message appears.
The dashboard gets moved to the selected space.
Please Note: To view a dashboard, click on the selected dashboard.
The Administrator can change the name of an existing dashboard.
Select the Rename option from the Dashboard context menu.
The Rename window opens.
Enter a new name for the dashboard.
Click the Save option.
A confirmation message appears to ensure the action.
The selected dashboard gets renamed.
Administrators can copy and paste an existing dashboard anywhere within the My Documents or Public Documents folders.
Select a dashboard.
Select another folder and open the menu with the credited options.
The Context menu appears with the Paste option.
Or
Please navigate to My Documents or Public Documents and right-click anywhere in the blank space.
A context menu with the Paste option appears.
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., the Dashboard named Sample Dashboard gets a new name Copy of Sample Dashboard ).
Click the Save option.
The selected dashboard gets copied with a different name.
Administrators can remove a dashboard by following the given steps:
Select a dashboard.
Select the Delete option from the operation context menu.
A new window pops up to confirm the deletion.
Click the Delete button.
A confirmation message appears.
The selected dashboard gets deleted.
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.
The Report Burst window opens.
Add the users or user groups.
Provide a subject.
Provide a description (optional).
Schedule the report.
Click the Save option.
A confirmation message appears.
The open document link is shared with the selected user(s)/ user group(s) on the user's email ID.
The scheduler turns on. You can switch it off by clicking the Stop Schedule option.
The scheduler gets stopped and the same gets communicated through a confirmation message.
Please Note: You can enable or disable the Report Burst option using the Dashboard Properties.
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.
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.
The message gets added to the Comments window.
Please Note:
The Comments feature is enabled for all the users accessing 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 on full screen or reduce the form screen size.
Select the Open in New Tab option from the context menu.
Please Note: The dashboard will be shared with the selected user(s).
Select the Modify Document option from the Dashboard context menu.
Select the Add to Favorites operation from the Dashboard context menu.
Select the Copy option from the dashboard Context menu.
