Create or Edit a Dashboard

When you edit a dashboard, you change it for all users.
To create or edit a dashboard:
  1. In a dashboard portlet, click Manage Dashboards.
    The SAS BI Dashboard appears in a new browser tab.
    SAS BI Dashboard
  2. Do one of the following in the Library view:
    • To create a dashboard:
      1. Select Dashboard from the New drop-down list.
        The Create a Dashboard dialog box appears.
        Create a Dashboard dialog box
      2. Type the name, and then click OK.
    • To edit a dashboard, navigate to the dashboard, and then double-click its name.
  3. After the dashboard and its Properties pane appear, set the dashboard's properties as needed.
  4. To rename the dashboard:
    1. Select Filethen selectSave As.
      The Save As dialog box appears.
      Save As dialog box
    2. Navigate to a location, name the dashboard, and then click Save.