Contents
How do I create a group dashboard?
Dashboard groups allow better organization of dashboards….Create dashboard groups
- Click the dashboard for which you would like to create the new group.
- Under Dashboard Group (optional), the current dashboard group will appear.
- To create a new group, type the name of the new group and then click outside the box.
Is it possible to share a dashboard with a user group?
After you publish a dashboard, you can share it with other users or groups, and choose the level of access to grant them.
How do I assign a user to a dashboard in Salesforce?
Add Dashboards to the Lightning Experience Home Page
- From Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.
- Click New.
- Choose where to embed the dashboard.
- Click Next.
- Give your app page or home tab layout a label, then click Next.
- Choose a page template, then click Finish.
How do I create a global dashboard?
Creating a global Dashboard??…Restrict responsive dashboard access to specific roles
- Navigate to the dashboard to restrict to specific roles.
- Click the context menu ( ) and select Dashboard properties.
- In the Restrict to roles field, specify the additional roles required to access the dashboard.
How many steps are recommended to follow in creating an effective dashboard?
4 Steps to Creating an Effective Dashboard.
What is the difference between a group and a set in Tableau?
Grouping in Tableau is grouping multiple members in a SINGLE dimension into a higher category and creating a set is grouping members from MULTI dimensions and/or condition into a dynamic or constant group. So sets are just a more complex and dynamic grouping.
Currently, JIRA only allow to share dashboard with Anyone or Group or Project Role, it will be better if it have extra option to share dashboard with single (specific user).
Who can share dashboards Servicenow?
Just share the dashboard with any user, group or role and all underlying reports will be shared. 1 – Sharing a dashboard with (User or Group) will share all underlying reports. 2 – Stop sharing a dashboard with (User or Group) will stop sharing all underlying reports.
What is a dynamic dashboard in Salesforce?
Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.
How do I change the dashboard in Salesforce?
- Click Customize Page in the Dashboard section of the Home tab.
- Search for a dashboard and select a different dashboard from the drop-down list.
- Click Refresh to refresh the data in your dashboard.
How do I make my Dynatrace dashboard public?
In the Dynatrace menu, go to Settings and select Dashboards > General settings. Turn Allow anonymous access on or off to determine at the global (account) level whether dashboards can be shared publicly. Select Save changes.
What should be on a dashboard?
What should be included in a dashboard
- Pay attention to data quality. Before you add data to your dashboard, make sure it’s good quality data.
- Include automated data.
- Add enough data for a complete picture.
- Data that’s relevant to the job.
All members of the distribution group will receive an email invitation to view the dashboard. Even better, if you are worried your colleagues might miss the email invitation, you can use the URL of the dashboard from your browser in your own emails or on internal web pages to direct users to view your dashboard.
How to create and customize a dashboard in Microsoft Office?
Click CUSTOMIZATION > Dashboards. Click Create. In the Create Dashboard dialog, select either Blank Canvas (no widgets) or Starter Dashboard (default set of widgets). You can also import Dashboard configurations from the Solutions Gallery . Create dashboard pane.
How can I change the name of my dashboard?
Click the name of the current dashboard and select the dashboard you want to edit from the dropdown menu. You can update the privacy setting for your custom dashboard. In the upper right, click the Assigned dropdown menu and click Edit access. In the right panel, select who should be able to access the dashboard.
Can a Super admin change a HubSpot dashboard?
Super admins or users with Reports & dashboards permission in your account can view and make changes to all dashboards, regardless of visibility or ownership. Otherwise, a user can only make changes to dashboards they own or have access to. In your HubSpot account, navigate to Reports > Dashboards.