A dashboard is a collection of charts. You can customize and manage a dashboard using the Sidebar options. You can edit the dashboard, delete it, export it, apply filters, or add it as a favorite.
You can use the dashboard editor to rename it, publish it, or manage the charts on it.
In the Navigation Menu, click the Visuals link.
In the Visuals menu, click a category link . If the category includes folders, expand a folder by clicking the folder name link . Then click a dashboard name link .
To open the Dashboard Sidebar, ensure any chart on the dashboard is not selected. Then click the Tools Menu icon . The sidebar displays to the right of the dashboard .
Note: If a chart on the dashboard is selected, the sidebar displays chart options, allowing you to customize or manage the chart.
To customize or manage the dashboard as a whole, you may use the following options in the sidebar:
To customize or manage the charts on the dashboard, click the Manage link.
The dashboard editor displays chart templates .
To edit the dashboard, click the Tools Menu icon . You may use the following options in the sidebar:
To manage a single chart on the dashboard, select a chart . You may use the Selected Chart sidebar options to do any of the following:
To remove a single chart from the dashboard, click the Delete icon .
To save changes made to the dashboard, click the Save link.
To leave the dashboard editor, click the Cancel editing link.