Manage Dashboard Views

This section explains on how to open, add, update, share, delete Dashboard views and create schedule with dashboard views in the Bold BI. Dashboard Views that are accessible to the user, depending on the user’s permission, are displayed on the Dashboards page.

Open Dashboard Views

Dashboard Views are opened in our embedded Dashboard Viewer itself as Dashboards.

Add Dashboard Views

• If the user has the permission to Read specific dashboards, then they can create Dashboard Views in that dashboard.
• The created Dashboard Views cannot be updated or deleted by other users.
• The owner of the Dashboard View only has permission to share the Dashboard View.
• The shared Dashboard Views can be modified and saved as another view, as users cannot modify the original ones.

Steps to add a Dashboard View

1. Filters applied in the dashboards are summarized in the Filter Overview section under Applied Filters.

   To save the filters, click on the Save icon. A popup will open to type the name for the Dashboard View and submit it.

   

   

2. The views can be set as default while saving them by enabling the Mark as Default option in the save view dialog. Learn more about Default Views.

3. Saved Dashboard Views are shown in the Dashboard Views panel by clicking the Views icon.

   

   

4. Click on the saved views shown in the Dashboard Views panel to display the filters applied in that view as an accordion.

NOTE:

1. Read, Write, and Delete permissions for the specific Dashboard View are added to the users by the person who created the Dashboard View.
2. Refer to this link to configure and save the Interaction Widgets to Dashboard Views.

Create a Schedule with Dashboard Views

Dashboard views can be scheduled to export content based on time intervals or when certain threshold conditions are met. For more information on utilizing views in dashboard export scheduling, please refer [here] (/managing-resources/manage-schedules/)

Share Dashboard Views

Dashboard views can be shared with users who have permission for the specific dashboard.

Steps to share a Dashboard View

1. Click on the Share Permissions option in the dashboard views list.

   

2. Type the username or group name with whom you want to share the dashboard view.

   

3. After selecting the users or groups, click on Share.

   

NOTE: Only the user who created the dashboard view can share it with other Bold BI users.

Remove Permission

Only the user who created the dashboard view can remove the shared dashboard view permissions.

1. Click the Manage Access button to see the users or groups and their permissions.

   

2. Then, remove the permissions using the Remove option in the Actions column of each permission.

   

Make Public

Dashboard Views can be marked as public to allow anyone to access it.

Click the change button to select the access permission.

After selecting the access permission, click the Change button.

Delete Dashboard Views

Choose the Delete option to remove the Dashboard View from Bold BI.

Set a default view for the dashboard

The dashboard view can be set as the default view in two ways: while saving the view or from the views list for the dashboard by following these steps:

1. Select any view from the list of available dashboard views and click Set as Default option.

   

2. If the dashboard has no default views yet and you click the Set as Default option, then the respective view will be set as the default view for the dashboard and a success message will be displayed.

   

3. If a default view already exists for the dashboard, a confirmation dialog box will be opened and proceed with Yes.

   

4. After setting the dashboard view as the default for the dashboard, the text (default) will be appended with the respective view in the views listing panel.

   

NOTE: To set a dashboard view as the default view for the dashboard, the Default view option in Dashboard settings must be enabled. Learn more about Default Views.

Remove a default view for the dashboard

The default view of the dashboard can be removed to view the dashboard with its initial view by following these steps:

1. Click Remove as Default option.

   

2. Proceed with Yes in the opened dialog box.