Managing shared tabs

About the Shared Dashboard Tabs page

The Shared Dashboard Tabs page manages the following kinds of tabs:

NOTE  All tabs available to the Dashboard User (system) security level must be shared tabs.

Creating shared tabs

Filtering shared tabs by security level, department, or resource

Below the New Tab button, three filters will allow you to view the list of shared dashboard tabs that have been published to a selected security level, department, or resource.

Context menu

Menu option Description Available for system tabs?

Design

Any user with permission to manage shared dashboards can design and modify any shared tab from the Shared Dashboard Tabs page and the tab menu of the published tab.

When you design a shared tab, any changes you make will apply to all published instances of the dashboard. Changes will show in the published dashboard tabs as soon as they are refreshed either manually or by schedule.

To modify the settings of a shared tab, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Locate the tab you want to design in the list of dashboard tabs or in the dashboard view.
  3. Then, move your mouse over the tab menu icon and select Design from the menu.
    On the dashboard page, select Design Shared Tab.
  4. The Design Tab page opens.
To make these changes Do this
Tab settings Hover over the dashboard context menu icon and then select Tab Settings. Refer to Tab settings and tab-level filters.
Add Widget Click the Add Widget button. Refer to Adding a widget.

Publish Tab

Refer to Publishing a shared dashboard tab.
Edit widgets on the tab

On any widget, click the widget settings menu icon . Refer to Managing dashboard widgets.

 

Tab Settings

Refer to Tab settings and tab-level filters.

 

Publish

Refer to Publishing a shared dashboard tab.

Copy

When you copy a shared dashboard, you copy the tab, tab-level filter, widgets, and widget configuration to create a new shared dashboard. The new dashboard appears in the list of shared dashboards. The Publish settings are not copied, so you must publish the new dashboard.

  1. On the Shared Dashboard Tabs page, locate the tab you want to copy.

NOTE  You can click the Tab Name header to reverse the sort order of the list. Use the quick filter row to sort for the desired tab based on tab name. time of last edit. or resource who last edited.

  1. Hover over the context menu icon and then select Copy from the menu.
  1. In the Copy Tab dialog, enter a new name for the copied dashboard tab (by default the name is the same as the original dashboard with (Copy) appended). Change the option to position widgets if you want.
  2. Click Save.

The new dashboard tab appears in the list of shared dashboards.

For information on editing or publishing dashboard tabs, refer Managing dashboard tabs or Publishing a shared dashboard tab.

NOTE  All users can copy a shared dashboard tab for personal use: from the dashboard menu select Add Tab, in the Add Tab dialog, select Start with a copy of an existing tab; from the menu, select the shared tab to copy; complete adding the new tab as described in Managing dashboard tabs.

Delete

When you delete a shared dashboard tab, it is removed from all personal dashboards to which it was published. The deletion will take effect on the next scheduled or manual refresh. Deletion cannot be undone.

  1. In the list of dashboard tabs, locate the dashboard you want to delete.
  2. Point to the context menu icon and then select Delete from the menu.
  1. Confirm the deletion.