Publish an Insights dashboard

Prerequisites

  • You have the Insights Author license.

  • You have at least one of these permissions:

    • View Analytics Data
    • View Classic WFM Data
    • View QM Data
    • View WFM Data
  • You have the Create Content permission.
  • You have the Share Content permission.
  • You have created an analysis to publish as a dashboard. See Start an analysis in Insights for instructions.

Page location

Insights > Analyses > Click an analysis

When you publish an analysis, that analysis becomes a dashboard that other people in your organization’s Insights account can share and interact with. When you publish an interactive sheet, that sheet becomes an interactive dashboard that users can interact with.

For more information about scheduling a report, see Scheduling and sending reports by email.

Procedure

Publish a dashboard

A renamed dashboard retains its security and emailed report settings.

  1. Click Publish (upper-right corner of the page). The Publish a dashboard window opens.

  2. Do one of the following:

    • To create a new dashboard, select Publish new dashboard as, and then enter a dashboard name.

    • To replace an existing dashboard, do one of the following. You can replace only dashboards that you have created. Replacing a dashboard updates it without altering security or emailed report settings.

      • To update it with your changes, select Replace an existing dashboard and then select a dashboard from the list.
      • To rename it, select Replace an existing dashboard, select a dashboard from the list, and then click Rename. Enter a new name to rename the existing dashboard. When you rename a dashboard, it also saves any changes you made to the analysis.

  3. (Optional) To publish only some of the sheets in the dashboard, click All Sheets Selected, and then clear the check box next to sheets that you don’t want to share.

    If you are replacing an existing dashboard, the sheets that are already published to the existing dashboard are pre-selected in the dropdown. You can select or de-select sheets from this list.

  4. (Optional) Expand Advanced publish options. These options are available if at least one sheet in the new dashboard is an interactive sheet.

    NOTE   This is a scrollable window. Scroll down in the Publish a dashboard window to view all the options.

    There are some options that you can turn off to simplify the experience for this dashboard, as follows:

    • In the Dashboard options section:

      • To show a simplified view, leave Expand top of sheet controls by default cleared. This is disabled by default. To show the controls by default, select this option.
      • To let dashboard viewers filter the data themselves, select Enable ad hoc filtering. If they create their own filters, the filters exist only while the user is viewing the dashboard. Filters can't be saved or reused.
      • Clear Enable on-hover tooltip to turn off tooltips.

    • In the Visual options section:

      • To turn off the ability to enlarge visuals to fill the screen, clear Enable maximize visual option.
      • To turn off the on-visual menu entirely, clear Enable visual menu.
      • If your dashboard viewers don't need to download data from the visuals in the dashboard, clear Enable download options. The CSV file includes only what is currently visible in the visual at the time they download it. The viewer downloads data by using the on-visual menu on each individual visual.

    • In the Data point options section:

      • If your dashboard doesn't offer drillable field hierarchies, clear Enable drill up/down.
      • To turn off tooltips that appear when the reader clicks a data point, clear Enable on-click tooltip.
      • To turn off sorting controls, clear Enable sort options.
  5. Click Publish dashboard. If you renamed the existing dashboard, the top of the screen refreshes to show the new name.

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