In the Dashboards list, select the dashboard that you want to edit, delete, copy, share, export, or import and click the appropriate button. |
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This topic describes how to create and manage dashboards.
Permissions to create, view, edit and delete custom dashboards are set through roles. See Custom Dashboard Visibility and Permissions in Custom Dashboards as well as Roles and Permissions for general information about setting permissions.
A dashboard has no content until you add widgets to it. See Widgets for details.
While you are in edit mode, your changes are automatically saved. To save changes manually, disable Auto-Save and click the save icon. There is no way to save your changes manually. If you are accessing a dashboard on a mobile phone click the Mobile icon for a better viewing experience.
To access various operations concerning the dashboard, click Actions.
You must be in edit mode to add and modify widgets. See Widgets for details on setting up widgets.
In the dashboard configuration window, click + Add Widget.
Click the gear icon in the upper right corner of the widget.
Select the widgets and click Delete. Or right-click the widget and select Delete.
Select the widgets and click Duplicate. Or right-click the widget and select Duplicate.
Select the widget and click Copy, then click Paste.
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Note that not all widgets share the same properties, and Analytics widgets cannot be edited using the multi-widget editing feature.
In the My Dashboards tab of an entity associated with the dashboard:
To modify an existing dashboard template, select it in the list and click Edit, pencil.
To remove an existing dashboard, click Manage Dashboards from the drop-down list, select the template in the list, and then click Delete.
The My Dashboards tab of the built-in tier and node dashboards provides access to custom dashboards that are associated with the tier or node.
To view an associated custom dashboard populated with data from the entity, click the dashboard in the list displayed by the My Dashboards tab.
To associate one or more existing dashboard templates with the entity, do the following:
Click Associate Existing Dashboard with the Tier/Node for an entity that has no associated dashboards.
Alternatively, click Associate Dashboards from the dropdown list for an entity that already has at least one associated dashboard.
In the dashboard picker, move the dashboards to associate from the Available Dashboards list to the Selected Dashboards list.
In the dropdown list, click Associate Dashboards.
In the dashboard picker, move the dashboards to disassociate from the Selected Dashboards list to the Available Dashboards list.
All the widgets in a custom dashboard template that is associated with a tier or node in a different application must use the default baseline, if they use a baseline.
To set a widget's baseline to the default baseline, or to verify that it is set, in the Select Baseline section of the Advanced panel of the widget Edit Series window, select Default Baseline.
In the dropdown list click Manage Dashboards.
From the Tier or Node Dashboards window you can:
Delete, copy, import, export a selected dashboard template
Create a new dashboard template
Associate an existing template with tiers or nodes in the application
View and edit an existing dashboard template