Building and Using Dashboards 4-15
– To save the customization for use by others, select Others and then click Set
Permissions to display the
Saved Customization Permissions and Defaults dialog
, where you specify the accounts that have permission to use the customization and whether the customization is to be the default
customization for the accounts.
7.
Optionally, to assign this customization as your default customization, select Make this my default for this page
.
8. Click OK.
Applying Saved Customizations
You can apply customizations that you have saved for your own personal use or that have been saved by someone else for your use. For more information on
customizations, see What Are Saved Customizations for Dashboard Pages?
To apply a saved customization: 1.
Open the dashboard in which you want to apply a saved customization. For information, see
Opening and Using Dashboards .
2.
Navigate to the page that contains the customization to apply.
3. Click the Page Options toolbar button and select Apply Saved Customization.
Your personal saved customizations, if any, are shown at the beginning of the list. Shared saved customizations are listed next. Your current default customization is
shown in bold type.
4.
Click a saved customization in the list to apply it to the dashboard page.
Editing Saved Customizations
You can rename customizations, change which customization to use as your default, change permissions for those customizations that have been shared with others, and
delete customizations. For more information on customizations, see What Are Saved
Customizations for Dashboard Pages?
To edit saved customizations: 1.
Open the dashboard in which you want to edit a customization. For information, see
Opening and Using Dashboards .
2.
Navigate to the page that contains the customization to edit.
3. Click the Page Options toolbar button on the dashboard page and select Edit
Saved Customizations .
The Edit Saved Customizations dialog
is displayed.
4.
Rename customizations, change which customization to use as your default, change permissions for those customizations that have been shared with others,
and delete customizations, as appropriate.
5. Click OK.
Clearing Your Current Customization
You can clear your current customization if you decide the choices for items such as filters, prompts, column sorts, drills in analyses, and section expansion and collapse
4-16 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
are not what you want. For more information on customizations, see What Are Saved
Customizations for Dashboard Pages?
To clear your current customization: 1.
Click the Page Options toolbar button on the dashboard page and select Clear My Customization
. The current customization is cleared.
About Dashboard Template Pages for New Users
Dashboard template pages are dashboard pages that are used to populate the personal dashboards My Dashboard of new users on their initial login. This allows users to
see one or more dashboard pages with content rather than an empty dashboard when they first log in. It also gives users a starting point to build their own dashboard pages.
How Dashboard Template Pages Work
You create dashboard template pages for your users in dashboards that have a designated name by default the designated name is default and that you save in
subfolders of Shared Folders. When a new user logs in for the first time, Oracle BI EE searches for dashboard template pages in all dashboards that have the designated
name, copies all dashboard template pages to which the user has permission to the user’s My Dashboard folder, and displays them in the user’s My Dashboard.
If a user has permissions to dashboard template pages in multiple dashboards, then Oracle BI EE copies all template pages from those dashboards to the user’s My
Dashboard folder and displays them alphabetically by name in the user’s My Dashboard. If two pages have the same name, then the name of one of the pages is
prefixed with the name of the folder in which the dashboard was saved.
Where Oracle BI EE Searches for Dashboard Template Pages
By default, Oracle BI EE searches for dashboard template pages in all dashboards that are named default and that have been saved in subfolders of Shared Folders. It
searches only subfolders under Shared Folders for example, Shared FoldersFinance and not the entire hierarchy for example, not Shared
FoldersFinanceDiv1.
If your organization has designated a name other than default for the name of dashboards that contain dashboard template pages, then Oracle BI EE searches for
dashboard template pages in dashboards with that name for example, Templates rather than default in subfolders of Shared Folders.
To designate a name other than default for the name of dashboards that contain dashboard template pages, your administrator must set the DefaultName element in
the instanceconfig.xml file. For information, see Manually Changing Presentation Settings in Oracle Fusion Middleware System Administrators Guide for Oracle Business
Intelligence Enterprise Edition.
How Users Can Work with Dashboard Template Pages
Users can use dashboard template pages:
■
As a starting point to build their own dashboard pages. Users can change any of the content on these dashboard template pages. Any
changes that they make to the content are made to their local copies of the
Building and Using Dashboards 4-17
dashboard template pages in their My Dashboard folders, and not to the original dashboard template pages.
■
As examples of additional pages that they might want to build. If users delete a dashboard template page from their My Dashboard, then they cannot
repopulate My Dashboard with the page. However, if users delete their entire My Dashboard, when they log in again or navigate to My Dashboard again, their My
Dashboard is recreated with all the latest dashboard template pages.
Creating Dashboard Template Pages for New Users
You can create dashboard template pages for users so that they see one or more dashboard pages with content rather than an empty dashboard when they first log in.
For more information on dashboard template pages, see About Dashboard Template
Pages for New Users .
To create dashboard template pages: 1.
Create one or more dashboards to contain the dashboard template pages. For each dashboard, specify the following:
■
In the Name field, enter default unless your organization has designated another name for the name of dashboards that contain dashboard template
pages, in which case, enter the name your organization has designated.
■
In the Location box, select a Dashboard folder in a subfolder of Shared Folders, for example Shared FoldersFinanceDashboards.
For information, see Creating Dashboards
.
2.
Create one or more dashboard pages and add content to the pages. See Adding
New Pages to Dashboards and
Adding Content to Dashboards .
3.
Assign permissions on the dashboard to allow read access for all users whose My Dashboard you want to populate with the dashboard pages. For information, see
Assigning Permissions .
Publishing Dashboard Pages
You can publish a dashboard page to a shared dashboard location so that you can share the page with others.
When you publish a dashboard page:
■
Personal content such as analyses, prompts, and so on is copied to a destination location that you specify and references updated as appropriate.
■
References to shared content are retained.
Note: Users have access only to content to which they have
appropriate permissions.
Note: If you later change the dashboard content or the permissions
to the dashboard, then the changes take effect only for new users on first login, not for users whose My Dashboard has been populated
with the dashboard template pages.
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■
If you have made changes to the page but have not saved them, then the unsaved changes are published along with the saved changes.
■
Ensure that other users who might display the published dashboard page have the appropriate privileges for the objects on the page. For example, if the page
contains a BI Publisher report, then users must have the appropriate privilege to see that report.
To publish a dashboard page: 1.
Edit the dashboard that contains the page to publish. For information, see Editing
Dashboards .
2.
Navigate to the page to publish.
3. Click Tools and then select Publish Page to Dashboard.
