Field descriptions: Dashboard properties

The following table describes each field in the Dashboard properties page.

Appearance tab

Appearance tab field descriptions
Field Description
Title

This title appears at the top of the dashboard. If you select a group for this dashboard, that group name appears in front of the dashboard title.
Description

Enter notes to remind yourself about the purpose of the dashboard.
Columns

Select the number of columns for the dashboard. You can set your dashboard layout to between 1 and 3 columns.
Flexible-width column

If a column contains a wide component, give it flexible width to see as much detail as possible without needing to scroll.
Color

Select a color theme for the dashboard. To create your own, select Custom color.
Group

To help organize dashboards on the Dashboards menu, you can place them into groups. Groups with multiple dashboards appear as submenus.

To add this dashboard to a submenu, select a submenu group. You see only the groups that you've created. Administrators see all groups.

To create a new group, select Create new group. Refresh your browser to see the new group in the Dashboards menu.
Default

If you select this option for a dashboard, you can open the dashboard by double-clicking the Dashboards menu.

You can also see the dashboard every time you sign in. For more information, see Make a dashboard your home page.

Filters tab

Filters tab field descriptions
Field Description
As of date

Select this to allow dashboard users to filter by a different as-of-date than the default.
Dimensions

Select the dimensions that dashboard users can filter by when viewing the dashboard.

Permissions tab

Permissions tab field descriptions
Field Description
Owner

If you're an administrator, you can take ownership of someone else's dashboard or assign it to someone else. This is useful if a dashboard owner leaves the company.
Group or User

Before you allow a user or group to use your dashboard, you must first add them to your company.

Then select either User or Group in the field on the left. Next, select the specific user or group in the field on the right.

By default, the setting in the Access rights column is Allow. If you do not want the user to have access to the dashboard, you can select Deny.
Access rights for groups and users

You can give permission to a group, but deny permission to selected individuals in the group.

First, set up permission for the entire group. Then select a user and select Deny. The user cannot view the dashboard, but the other group members can.