Preview - Edit Dashboard

Overview

This document guides users on how to preview and edit a dashboard. The preview feature displays the dashboard’s current view, while the edit option enables users to make modifications.

Objective

To preview and edit the dashboard

Prerequisites

This example uses Sales.cds and Test Dashboard.

Download the dashboard.zip file from the provided link dashboard.zip.
After downloading the zip file, upload Sales.cds in the Datasets section and Test Dashboard in the Dashboard section of AIV.
To learn how to upload files into AIV, click here.

Preview - Edit Dashboard: This video explains how to preview and edit a dashboard in AIV.

Steps to Edit a Dashboard:

Click the menu in the top-left corner of the screen, then select the Dashboard section.
Use the Search Box to locate the dashboard you want to edit. For example, search for Test Dashboard.
Click the icon once you find the desired dashboard.
You will be redirected to the edit mode, where you can make the necessary changes.
In edit mode, explore the various customization options available in the left vertical menu to modify the dashboard as needed.

Steps to Preview a Dashboard:

There are two ways to preview the dashboard:

(I) Steps to Preview a Dashboard Using the Preview Icon in Edit Mode:

After making the necessary changes, click the icon in the top-right corner of the dashboard. A confirmation pop-up will appear, as shown below:
Click the SAVE AND EXIT button to preview the dashboard.

Go to the menu > Dashboard section.
Search for the dashboard you want to edit using the Search Box. For this example, we will search for Test Dashboard.
Click the icon, and it will redirect you to the preview window of the Dashboard as shown below: