Click the Page Options toolbar button on the dashboard page and select Save Click OK. Click the Page Options toolbar button and select Apply Saved Customization.

4-14 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition their particular region. The analysis for all products shipped contains a filter that allows users to select their products. An IT consultant customizes the view for the Fizzy Brands product group for each region. The consultant first selects the east region and the Fizzy Brand products from the filters and prompts on the dashboard, and then saves these choices as a customization that can be shared by other users. The consultant then assigns this customization as the default view customization to members of the east region group that sells Fizzy Brand products. The consultant repeats this process for the west, north, and south regions. When a Fizzy Brands sales representative for the western region signs in to Oracle Business Intelligence and views the dashboard, the representative initially views sales and shipment information based on the region and product choices assigned as the default view customization for that group. All sales representatives in that group who would typically make identical choices for region and product no longer have to do so. Scenario 2: Saved Customizations Created for Use by an Individual User A business user’s dashboard contains two reports, one that shows sales for all regions, and another that shows all products shipped. Each report contains a prompt, allowing the user to select a particular region and product. The user selects the eastern region and the Fizzy Brands product. The dashboard refreshes to show the user this view of the data. The user saves this view as a customization, indicates that the customization is for personal use, and that it is the default customization the user wants to see when viewing the dashboard. Then, this user creates additional combinations of the product and region sets in which the user is most interested, and saves them for later retrieval. The user can also access customizations that were saved by the IT group as shared customizations. To view sales in the western region for Fizzy Brands, the user clicks the Page Options button, selects Apply Saved Customizations, and selects the view named Dollar Sales, Western Region, Fizzy Brands. The dashboard refreshes with the new view of the data. Saving Customizations You can save customization for use by you or by others. You can also specify whether the customization is to be the default customization for a dashboard page, for you or for others. For more information on customizations, see What Are Saved Customizations for Dashboard Pages? To save a customization: 1. Open the dashboard in which you want to save a customization. For information, see Opening and Using Dashboards . 2. Navigate to the page on which you want to save a customization. 3. Make your customizations.

4. Click the Page Options toolbar button on the dashboard page and select Save

Current Customization . The Save Current Customization dialog is displayed. 5. Enter a descriptive name for the customization. 6. Specify for whom the customization is to be saved: – To save the customization for your personal use, select Me. 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