Dashboard Icon Bars

The dashboard is an online reporting tool that allows you to view, create, and edit multiple visuals (depending on your privileges) that represent data at-a-glance.

Dashboard Icon Bars

Each dashboard provides a series of selectable dashboard icons that allow you to perform specific dashboard functions. The icons shown may differ to the screenshots below, depending on your user access permissions.

Select an icon to perform a dashboard function, as described in the following table.

The visibility of these icons on a dashboard are affected by dashboard interactivity settings. See Control How Users Interact With a Dashboard.

Icon	Description
	Filter the data on a dashboard. Available only when all visuals on a dashboard are from the same data source.
	Open dashboard and visual interactivity settings.
	Toggle dashboard view mode between Viewer and Editor modes. See Use Dashboard View Mode.
	Select to enable and disable locking widgets in this dashboard. See Lock and Unlock Widget Positions.
	Enable and disable responsive layout for this dashboard. See Using the Responsive Dashboard Layout.
	Search visuals content in the dashboard, if supported by the source.
	Link fields between disparate data sources to create cross-source links.
	Link dashboard visuals to other dashboards. See Link a Dashboard.
	Schedule dashboard reports. The Scheduled Reports work area opens. See Schedule a Dashboard Report.
	Refresh the data on the dashboard. See Refresh Data on a Dashboard.
	Mark the dashboard as a favorite.
	Select to add a new local visual to the dashboard or add a Visual Gallery visual to the dashboard. See Add Visuals to a Dashboard and Add Existing Visuals to a Dashboard.
	Add a rich text snippet to the dashboard. See Add Rich Text Snippets to a Dashboard.
	Add a filter snippet to the dashboard. See Add Filter Snippets to a Dashboard.
	Delete the dashboard. See Delete a Dashboard.
	Save a dashboard with a new name (which copies it). See Copy a Dashboard.
	Save a dashboard. See Save a Dashboard.

Add Tags to a Dashboard

Users with READ + WRITE permissions to a dashboard can add. Once tags are added to a resource, users can filter dashboards they see by content tag.

To add a tag to a dashboard:

1. Open a dashboard you have permissions to access and edit, then select the manage tag icon (). The manage Tags work area opens.
2. Select the Tags Search filed. A list of tags appears you can select from.
   
3. Enter a few characters: a list of matching tags is returned if the tags exist. Select an existing tag to add it to this dashboard.
4. When you've added the tags you need, select Save to save your tags with this dashboard.
5. You can also add a new or existing tag to a dashboard when you save the dashboard: select an existing tag or add a new one.