Use the Dashboard Icon Bars
This applies to: Visual Data Discovery
Each data discovery dashboard provides a series of selectable dashboard icons that allow you to perform specific dashboard functions.
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 Data Discovery Dashboard.
Icon | Description |
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Filter the data on a dashboard. Available only when all visuals on a dashboard are from the same data source. |
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Open dashboard and visual interactivity settings. See Control How Users Interact With a Data Discovery Dashboard. |
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Select to open the Dashboard Layout work area. |
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Set the minimum widget width and height. See Using the Responsive Dashboard Layout. | |
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Toggle dashboard view mode between Viewer and Editor modes. See Use Dashboard View Mode. |
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Search visuals content in the dashboard, if supported by the source. |
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Manage alerts. See Manage Alerts |
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Link fields between disparate data sources to create cross-source links. See Use Cross-Source Links. |
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Link dashboard visuals to other dashboards. See Link a Data Discovery Dashboard. |
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Export a dashboard. The Export drop-down menu appears. See Export a Data Discovery Dashboard. |
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Share a dashboard. The Share dashboard work area opens. See Share a Data Discovery Dashboard with Users Inside Your Account. |
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Schedule dashboard reports. The Scheduled Reports work area opens. See Schedule a Dashboard Report. |
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Refresh the data on the dashboard. See Refresh Data on a Dashboard. |
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Mark the dashboard as a favorite. |
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Select to toggle the searchable information about this dashboard as visible in the dashboard header. When visible, you can select the description and edit it. |
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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. |
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Add a rich text snippet to the dashboard. See Add Rich Text Snippets to a Dashboard. |
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Add a filter snippet to the dashboard. See Add Filter Snippets to a Dashboard. |
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Delete the dashboard. See Delete a Data Discovery Dashboard. |
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Save a dashboard with a new name (which copies it). See Copy a Dashboard. |
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Save a dashboard. See Save a Dashboard. |