2011 User's Guide Copyright

Delete a dashboard

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Dashboard Permissions

Only the user who created a user dashboard or a user with whom the dashboard is shared can delete a dashboard. The user with whom a dashboard is shared can delete it only when assigned Delete privileges at the time of sharing the dashboard.

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboards drop-down box, select the dashboard that you want to delete, and in the Dashboard Management group, click Delete.
   
3. 
   In the confirmation message, click OK.
   

If you delete your default dashboard, the next time you navigate to the Dashboards area, you will see the default system dashboard.

Related Topics

Use a dashboard

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Dashboard Permissions

Dashboards provide a way to combine data from different areas in a single place. The data is formatted to be easier to understand to provide quick insights. You can use the dashboard components for more in-depth information about the records.

After you design a dashboard, you can you can perform various actions on the dashboard and its components.

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Click the category area of the chart in which you want to drill down further to see lower level data.
   
4. 
   In the shortcut menu, click Select Field, and then click the field by which you want to group the category.
   

5. 
   Click the corresponding icon for a chart type that you want use for viewing the data.
   
6. 
   Click OK.
   

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Move the pointer over the chart and pause, and then click the Enlarge the chart button .
   

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Move the pointer over the chart and pause, and click the View the records that are used to generate the chart button .
   

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Click the component area that contains the list of records.
   
4. 
   In the Current View group, click Filter.
   

5. 
   On the column on which you want to apply a filter, click the Filter button . Then do one of the following:
   

• 
  Click one of the default filters for the column.
  

• 
  Click Custom Filter, choose how to filter the records, and then click OK.
  

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to refresh.
   
3. 
   In the Action group, click Refresh All.
   

Drill down in a chart

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, click the name of the dashboard that you want to open.
   
3. 
   Click the category area of the chart in which you want to drill down further to see lower level data.
   
4. 
   In the shortcut menu, click Select Field, and then click the field by which you want to group the category.
   

5. 
   Click the corresponding icon for a chart type that you want use for viewing the data.
   
6. 
   Click OK.