Working in the SAS BI Dashboard Portlet

Change the Size of the Dashboard
Navigate between Linked Dashboards
Manually Refresh the Portlet Contents
Change How a Dashboard Is Automatically Refreshed
Set the Default Dashboard View Setting
Zoom In on an Indicator
Print a Dashboard or Indicator
Switch to View the Dashboard in the SAS BI Dashboard Viewer
Change the Dashboard Portlet Title
Manage and Design Dashboards
Log Off from the SAS BI Dashboard Portlet

Change the Size of the Dashboard

You can change the size of the dashboard to make it easier to view in the portlet. To change the dashboard dimensions, complete the following steps:
  1. In the SAS BI Dashboard portlet title bar, click Edit Content icon. The Edit Portlet page appears.
  2. In the Dashboard width field, type the value for the width.
  3. In the Dashboard height field, type the value for the height.
  4. Click OK.

Navigate between Linked Dashboards

Navigation controls are available to enable you to move backward and forward through the dashboards that you have opened. The controls include forward and backward arrows for sequential navigation, as well as a history list that records the flow of navigation between dashboards.
In the dashboard portlet, navigation support is available only for dashboards that are linked. The navigation controls are not displayed when the portlet initially loads. However, when you activate a link from one dashboard to another in the portlet, the navigation controls are displayed and can then be used.

Manually Refresh the Portlet Contents

To manually refresh the contents of a SAS BI Dashboard portlet, click Refresh icon in the dashboard title bar.

Change How a Dashboard Is Automatically Refreshed

Tip
By default, the automatic refresh interval is set to 30 seconds. If this setting causes excessive flashing or slow response time, you might want to increase the interval or turn off automatic refresh.
To change the automatic refresh interval of the portlet contents, complete the following steps:
  1. In the SAS BI Dashboard portlet title bar, click Edit Content icon. The Edit Portlet page appears.
  2. To turn off automatic refresh, next to Auto refresh interval, clear the Refresh every check box.
  3. To change the interval, click Refresh every, and then type a value in the field.
  4. Click OK.
Note: The automatic refresh feature updates only the underlying data that is used by the indicators on the dashboard. If you change the dashboard by adding, removing, or modifying indicators, these changes are not displayed in the portlet after an automatic refresh. To ensure that dashboard changes are reflected in the portlet, you must manually refresh the portlet. For more information about performing a manual refresh, see Manually Refresh the Portlet Contents.

Set the Default Dashboard View Setting

You can set the default dashboard to view in the portlet. To change the setting, complete the following steps:
  1. In the SAS BI Dashboard portlet title bar, click Edit Content icon. The Edit Portlet page appears.
  2. In the Selected dashboard tree, select the dashboard that you want to view by default when you open this portal page. This tree includes dashboards created by your organization.
    Note: You can select only those dashboards that you are authorized to view.
  3. Click OK.

Zoom In on an Indicator

If an indicator is enabled for zooming, the indicator title bar displays the Zoom + icon Zoom In icon.
When an indicator is not zoomed, some of the indicator content might not appear or might be difficult to read. When you click Zoom icon, the indicator enlarges and the content appears as designed. However, other indicators in the dashboard might be obscured by the enlarged indicator. Click Zoom Out icon to reduce the indicator to its original size.
Note: If your mouse includes a wheel, you can use the mouse wheel to zoom in and out of indicators.

Print a Dashboard or Indicator

You can print an entire dashboard or only an indicator.
  • To print a dashboard, click Print icon in the dashboard title bar. The Print window appears.
  • To print an indicator, in the indicator title bar, click Options menu and then Print indicator. The Print window appears.

Switch to View the Dashboard in the SAS BI Dashboard Viewer

You can choose to view the dashboard in the SAS BI Dashboard viewer. Switching to the SAS BI Dashboard viewer enables you to use comments, favorites, and personal indicator alerts. The SAS BI Dashboard viewer can also provide more space for viewing a dashboard. To switch to the SAS BI Dashboard viewer, in the dashboard title bar, click View Dashboard in Web application viewer icon.
For more information, see Dashboard Viewer.

Change the Dashboard Portlet Title

To change the title of the dashboard portlet, complete the following steps:
  1. In the dashboard portlet title bar, click Edit icon. The Edit Portlet Properties page appears.
  2. In the Name field, type the new name for the portlet.
  3. Click OK.

Manage and Design Dashboards

If you are a member of the BI Dashboard Administrators group, you can design and modify dashboards as well as view them. If you are a member of this group, the Manage Dashboards icon appears in the dashboard title bar. To open the dashboard in the SAS BI Dashboard designer, click Manage Dashboards icon.
For more information, see The SAS BI Dashboard Designer.

Log Off from the SAS BI Dashboard Portlet

To log off from the SAS BI Dashboard portlet, you must log off from the SAS Information Delivery Portal. Click Log Off user name in the upper right corner of the user interface, where user name is your portal user name.
Note: If your session is inactive longer than the SAS Information Delivery Portal time-out value, you are automatically logged off.
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