Working with Favorites :: SAS(R) BI Dashboard 4.31: User's Guide, Second Edition

Overview

To easily bookmark and return to a dashboard or an indicator, you can add it to your favorites.

Add a Dashboard to Your Favorites

To add a dashboard to your favorites, click Favorites

Add Dashboard to Favorites. This dashboard now appears in the Favorites menu.

Add a Dashboard with Parameters to Your Favorites

As of the second maintenance release of SAS BI Dashboard 4.31, when you save a dashboard as a favorite, you can choose to save the dashboard with its currently selected parameters. If you view a sales chart, for example, you might select a specific year and geographic location to tailor your data view. You can save the dashboard with the selected year and geographic settings.

To add a dashboard with parameters to your favorites, click Favorites

Add Dashboard to Favorites (with parameters). This dashboard now appears in the Favorites menu. The parameters saved with the dashboard appear in parentheses after the dashboard name.

Add an Indicator to Your Favorites

To add an indicator to your favorites, click Favorites

Add Indicator to Favorites

<Name of indicator>. This indicator now appears in the Favorites menu.

Note: You can also add an indicator to your favorites by clicking Options menu

and then Add to Favorites.

Select a Favorite

To select a favorite, click Favorites

<Name of favorite>. The selected favorite appears in the viewer. If you already have a dashboard or indicator displayed in the viewer, the favorite appears over that content.

Organize Favorites

To organize your favorites, click Favorites

Manage Favorites. The Manage Favorites window appears. You can organize your favorites in the following ways:

To create a folder in your favorites, click , and then name the folder.
To move a favorite or folder, drag the item.

Note: To drag an item into a folder, first expand the folder, and then drag the item into the folder.
To rename a favorite or folder, click the item's name, and then type the name.
To delete a favorite or folder, click the item's name, and then click .