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Conga Support

Editing a BI Dashboard

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

You can edit any of the dashboards you create and duplicate.  You can also edit any of the dashboards that have been shared by another user.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the dashboard you want to edit, and click its link.

3.  When the screen refreshes, you can perform the following edits:

  • Click the Icon BIDashProp.gif icon for an analysis to display a menu to edit, filter, rename, or remove it.
  • Click the Icon BIDashProp.gif icon for a visual analysis to display a menu to filter, rename, remove, or edit the visualization.
  • Click the Icon BIDashProp.gif icon for a tab to display a menu to:
    • Add an analyses or visual analyses from the Visual Gallery.
    • Add a global filter to the analyses in the dashboard.
    • Change the layout of the dashboard.
      • Select Change Layout in the menu.
      • In the Table Layout prompt, change the default value (3) in the Number of Panel Columns list.
      • Click Done.
    • Rename the tab.
  • Click the Icon BIDashProp.gif icon to the right of the dashboard's name, and select Rename to rename the dashboard.
  • Click Icon BI NewTab.gif to add another tab to the report where you can add more analyses and visual analyses from the Gallery.
  • Resize a chart or table in the dashboard by hovering over its right border until the Icon Horizontal Sized.gif icon displays, click on it, and then drag the border of the chart/table to the left or right to resize it.
  • Reposition a chart or table by hovering over the area to the right of its title until the Icon BIMoveSm2.gif icon displays, click on it, and then drag-and-drop the chart/table to a new location in the dashboard.