WorkBook

Perform Other Dashboard Tasks

This section provides instructions for performing additional tasks, such as copying, exporting, importing, and deleting dashboards.

Copy a Dashboard

When you copy a dashboard, it creates another copy of the dashboard with a different name. This new dashboard is completely separate from the original, and you are its owner, which means that you have full editing rights to that dashboard. When you copy a dashboard, the new dashboard is added to your Dashboards list below the copied dashboard, with the same name plus a number, in the order in which it was created. For example, if you copy a dashboard whose name is Client Analysis, the first copy's name is Client Analysis (1). You can then rename it with a more meaningful or useful name, as appropriate.

To copy one dashboard:
  1. Locate the dashboard in the Dashboards list, hover to the right of its name, and click the Options icon.
  2. Select Duplicate from the shortcut menu.

The dashboard is copied, and the name of the copy appears in the Dashboards list.

To copy multiple dashboards:
  1. Click at the top of the Dashboards list to display check boxes in front of dashboard names.
  2. Select the check boxes for the dashboards that you want to copy, then click Duplicate at the bottom of the Dashboards list.

    The dashboards are copied, and the names of the copies appear in the Dashboards list.

  3. Click again to hide the check boxes.

Tip: To copy all of the dashboards in a folder, select the folder. The folder's dashboards are copied to the root of the Dashboards list. Their names appear highlighted in yellow for a brief time.

Export a Dashboard

You can export one or more dashboards at one time. When you export one or more dashboards, a single .dash file is created. You can then import this file back into WorkBook Intelligence.

Note: All of the following methods prompt you to download and save .dash files to disk.

To export a single dashboard to a .dash file:
  • Use either of the following methods:
    • On the Dashboards list, click the Options icon and select Export Dashboard on the shortcut menu.
    • Click the dashboard's Options icon on the header ribbon and select Export on the shortcut menu.
To export multiple dashboards to a .dash file:
  1. On the Dashboards list, click to display check boxes in front of dashboard and folder names.
  2. Select the check boxes for the dashboards and/or folders that you want to export.
  3. Click at the bottom of the Dashboards list to export the selected items.

Tip: If you manage and organize related dashboards in folders, you can easily select a single folder to export all of the dashboards in that folder to a single .dash file.

Import a Dashboard

To import a dashboard:
  1. Click at the top right of the Dashboards list.
  2. Select Import Dashboards from the shortcut menu.
  3. Browse to the location of your exported dashboard (.dash file), for example, using Windows Explorer.
  4. Select your exported dashboard (.dash file).

A dialog box displays the message Dashboard Imported Successfully. The dashboard is added to your Dashboards list. You can drag it to another, more appropriate, location in the Dashboards list if needed.

To import a dashboard into a folder:
  1. Do either of the following:
    • Right-click anywhere in the Dashboards list.
    • Click the Options icon of an existing folder.
  2. Select Import Dashboards from the shortcut menu.
  3. Browse to the location of your exported dashboard (.dash file), for example, using Windows Explorer.
  4. Select your exported dashboard (.dash file).

A dialog box displays the message Dashboard Imported Successfully. The dashboard is added to your Dashboards list. You can drag it to another, more appropriate, location in the Dashboards list if needed.

Delete a Dashboard

Warning: You cannot recover a deleted dashboard. Be sure that you want to delete a dashboard before you delete it. To avoid mistakes, you can back up your dashboards by exporting them.

Attention: You can only delete dashboards that you own.

To delete one dashboard:
  1. Do one of the following:
    • Method 1: Navigate to the dashboard that you want to delete, click its Options icon, and select Delete on the shortcut menu.
    • Method 2:
      1. Locate the dashboard's name in the Dashboards list and click its Options icon.
      2. Select Delete on the shortcut menu. A confirmation dialog box is displayed.
      3. Click to delete the dashboard.

The dashboard is deleted, and its name is removed from the Dashboards list.

To delete multiple dashboards:
  1. Do one of the following:
    • Use the Dashboards list view:
      1. Open the list view.
      2. Select the check boxes of the dashboards that you want to delete.
      3. Click Delete.
    • Use the Navigation pane:
      1. Click .
      2. Select the dashboards that you want to delete.
      3. Click Delete.

The selected dashboards are deleted, and their names are removed from the Dashboards list.

Get the Dashboard Embed Code

The Embed Code for a dashboard is the URL that is used in WorkBook's iFrame to share that dashboard in the WorkBook application.

To generate an Embed Code for a dashboard:
  1. Find the dashboard that you want to share in the left-side Dashboards list.
  2. Click the Options icon and select Embed Code from the shortcut menu to open the Embed Code configuration pane.
    Suggested settings for the Embed Code are as follows:
    • In Mode, select View from the drop-down list to be the embed mode.
    • In Configuration:
      • Select the check box to enable Show Right Panel; this adds the dashboard filters to the dashboard that you embed into WorkBook.
      • Deselect the check boxes to disable Show Left Panel, Show Toolbar, and Show Header. You should disable these because they have no value to dashboard users, and they render the dashboard much smaller than required.
    • Do not edit or change the base URL as it is displayed in the Embed Dashboard dialog box.
  3. Click Copy Code to the right of URL Code. This is the URL to paste into an iFrame.card in the WorkBook application.

Share a Dashboard

The Share icon in the dashboard header ribbon enables you to share access to that dashboard with your colleagues. Until you add sharing to a dashboard, only you can access that dashboard, even if other users in your organization have the Embed Code URL link.

To share a dashboard:

  1. In your dashboard's ribbon heading, click Share. The Email Reporting Settings dialog box displays the list of all users who have existing access to the dashboard. If it has not previously been shared, only your user name is listed.

    You can provide access to individual users or your company's user group.

    Tip: It is best practice to share access to a dashboard with your Company's user group because this does not require later maintenance of the users who have access.

  2. To share access to the dashboard with a new group, begin typing the Company group name in the search field above the users list. Available groups and users are listed in the search results.
  3. Select the appropriate groups and users to whom you want to give access to the dashboard.

    You can give groups and users either View or Edit access. Edit access is only available to users who have WorkBook Intelligence Designer licenses. All other users have View access. Edit access allows you to share dashboard access with other Designers in your organization who can also edit the dashboard.

  4. Use the drop-down list to assign access levels.
  5. Click Save.

Note: All other functionality provided on the Email Reporting Settings dialog box is currently not supported.

Sharing a dashboard initiates sharing of the underlying data model with those users, and in some cases, if the data model has not yet been shared, you receive a notification that indicates that access to the data models will be shared with those users. Confirm the notification to ensure that the users can see the data on the dashboard.

After you have given any additional users or groups access to a dashboard in this manner, the tooltip for the icon changes to Click to republish the dashboard. If you have existing changes that are not yet published, the tooltip indicates Pending Republish.

Note: You must share access to any dependent dashboards—such as drill-down or accordion dashboards—individually with the same users. Access to dependent dashboards is not automatically inherited with shared access to the primary dashboard.

Republish a Dashboard

After you have shared access to a dashboard with other users or groups, you can use the Republish icon in the dashboard header ribbon to republish the dashboard.

Republishing a dashboard shares all edits and changes that have been applied to a dashboard with the users who have shared access to it. Until a dashboard is republished, users cannot see changes that have been applied.

To republish a dashboard:
  1. In your dashboard's header ribbon, click Republish.

    The Email Reporting Settings dialog box displays the list of all users who have existing access to the dashboard. You can add users to or remove users from the list if needed.

  2. Click to republish the dashboard and share changes with the users who share access to it.