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.

manage your dashboard layout and enable view modeoptions available for dashboards for sharing, exporting, adding widgets and more

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
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. See Control How Users Interact With a Data Discovery Dashboard.
Select to open the Dashboard Layout work area.
  Enable and disable the toggle to control widget locking in this dashboard. See Lock and Unlock Widget Positions.
  Enable and disable the toggle to control responsive layout for this dashboard. See Using the Responsive Dashboard Layout.
  Set the minimum widget width and height. See Using the Responsive Dashboard Layout.
Toggle dashboard view mode between Viewer and Editor modes. See Use Dashboard View Mode.
Search visuals content in the dashboard, if supported by the source.
Manage alerts. See Manage Alerts
Link fields between disparate data sources to create cross-source links. See Use Cross-Source Links.

Link dashboard visuals to other dashboards. See Link a Data Discovery Dashboard.

Export a dashboard. The Export drop-down menu appears. See Export a Data Discovery Dashboard.
Share a dashboard. The Share dashboard work area opens. See Share a Data Discovery Dashboard with Users Inside Your Account.
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 toggle the searchable information about this dashboard as visible in the dashboard header. When visible, you can select the description and edit it.
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 Data Discovery Dashboard.
Save a dashboard with a new name (which copies it). See Copy a Dashboard.
Save a dashboard. See Save a Dashboard.