Create new dashboards, clone and modify existing ones, and share the dashboards that you have created. You can also configure a specific dashboard as your default dashboard and delete dashboards.
Creating and cloning dashboards
Create your own dashboard and add your own widgets. You can also clone a dashboard to quickly create a copy of an existing dashboard and its widgets.
1On the Home page, click the action menu and select New Dashboard.
2In the New Dashboard dialog box, enter the following dashboard properties:
Property
Description
Name
Required. Title of the dashboard as you want it to appear on the home page.
The field can contain a maximum of 30 characters.
Description
Description of the dashboard.
The field can contain a maximum of 500 characters.
Set as Default
Use the Set as Default check box to set the new dashboard as your default dashboard.
When you set a dashboard as default, then it takes precedence over other dashboards set as default for your user role or for your organization. This dashboard appears as your primary default dashboard. For more information, see Sharing dashboards.
3Click Create, to save the new dashboard.
To create a duplicate of an existing dashboard and copy all the widgets, go to the dashboard, click the action menu, and select Clone This Dashboard.
Note: As the creator of the dashboard, you don't need any additional permission or privilege to modify or delete the dashboard. You can modify or delete the dashboard that you create. You cannot, however, modify or delete the system dashboard or any dashboard that a Super Admin user has configured as the default dashboard.
Modifying dashboards
After you've created a dashboard, you can modify the dashboard, set the dashboard as default, delete a dashboard, and view other dashboards that you have created. You can also change the order of the dashboards as they appear on the home page.
To modify a dashboard or to select the dashboard as default, click the action menu on the dashboard, and select Edit Dashboard.
To customize a usage analytics dashboard, clone a predefined usage analytics dashboard. For more information about how you can clone a dashboard, see Creating and cloning dashboards.
The following image shows a sample dashboard with the action menu.
In the Edit Dashboard dialog box, you can modify the name and description of the dashboard. To make a dashboard the default view when you visit the Data Governance and Catalog home page, you can select the Set as Default check box, and click Update.
If a dashboard is not longer useful, you can delete the dashboard by clicking Delete Dashboard from the action menu.
To switch to another dashboard, click the drop-down list next to the dashboard name and select a dashboard from the list. If there are more than five dashboards in your organization, you can use the Find option to enter the dashboard name to find a dashboard.
The following image shows the list of available dashboards on the home page.
Managing dashboards
You can view and manage all dashboards, the dashboards that you shared, and the dashboards that are shared with you based on the access policies configured for you by the organization administrator. If you have the Manage Access Control privilege, you can also transfer the ownership of a dashboard if the existing owner is inactive.
1Go to Home page, and select Manage Dashboards from the action menu.
2Edit, delete, or share a dashboard from the action menu.
3To transfer ownership of a dashboard, select the action menu and click Assign Owner.
4Select a new user and click Assign.
5You can view system-generated dashboards from the System Dashboards tab.
Note: You cannot delete system-generated dashboards.
Sharing dashboards
If you are the owner of one or more dashboards, you can share those dashboards with several users, user groups, and user roles in your organization. When recipients receive the dashboard, they can view or edit the dashboard based on the permissions assigned to them by the dashboard owner.
1On the Home page, open the dashboard that you want to share. Click the action menu and select Manage Sharing.
2In the Manage Sharing dialog box, select one of the following options:
Field
Description
Private
Remove the dashboard access for everyone with whom you shared the dashboard earlier.
Share with specific users, user groups and roles
Share the dashboard with one or more users, user groups, and user roles, and assign them permissions to view or edit the dashboard.
Share with all users
Share the dashboard with all users in the organization and assign them permissions to view or edit the dashboard.
3Add users, user groups, or user roles from the list to share the dashboard, and click Add.
4In the Permissions column, specify the permission that you want to assign to the recipients.
5Optionally, when you share the dashboard with user roles, you can select the Set as Default Dashboard check box to set it as the default dashboard in the Home page of the recipients.
The Set as Default Dashboard check box appears only if your organization administrator grants the Manage Access Control feature privilege to your user role in Administrator
6If you want to share the saved searches for the dashboards with other users in the organization and assign them permissions to view the searches, select the Share saved searches used in widgets check box.
7Once you have reviewed everything, click Share.
8Alternatively, you can share a dashboard from the Manage Dashboards page. Click the action menu and select Manage Dashboards.
9On the Manage Dashboards page, click the action menu of a dashboard and then click Manage Sharing.
The recipient of a shared dashboard can neither share the same dashboard nor change the permissions of the other recipients with whom the dashboard is shared even if they have Manage Access Control privilege.
