Renaming a Dashboard

When you build a dashboard, it is assigned a default name. You can change the name of your dashboard any time. You can rename it at the top of the dashboard or you can rename it using the Save Options or Save As Options dialogs.

To rename a dashboard at the top of the dashboard:

  1. Select Library on the top-level navigation banner or the UI menu, or select the Dashboards box on the Home page. The dashboard library displays.

  2. Edit the dashboard you want to rename.

  3. Select the name of the dashboard at the top of the dashboard.

  4. Specify the new name for your dashboard.

  5. Save the dashboard.

To rename a dashboard using the Save Options or Save As Options dialogs:

  1. Select Library on the top-level navigation banner or the UI menu, or select the Dashboards box on the Home page. The dashboard library displays.

  2. Edit the dashboard you want to rename.

  3. In the dashboard header, select in the upper right corner of the dashboard.

  4. Select Save or Save As from the drop-down menu. If you select Save, the Save Options dialog appears.

    If you select Save As, the Save As Options dialog appears.

    The first time you save a dashboard or if you have made changes to the visuals on the dashboard, a list of the visuals that will also be saved in the Visual Gallery is shown on this dialog, so you can determine whether you want to save the dashboard. If no changes are made, the list of visuals does not appear on the dialog.

  5. In the Name box, specify the new name for your dashboard.

  6. Optionally modify the description of the dashboard in the Description box. A maximum of 750 characters can be specified. Leading and trailing spaces are not allowed.

  7. Select to save the dashboard.