Zoomdata Version

Save a Dashboard

When you have added at least one chart, you can save it as a dashboard. To save your dashboard, click Save . In the Save dialog box, specify the following:

Figure 1

  • Name of your dashboard.
  • Description.
  • Select the Remember time position(s) checkbox to keep the same time when returning to the dashboard (as opposed to starting at the most recent time).
  • If you want to allow user users to access your dashboard, select the Share with all users in my account checkbox.

You can share your chart or dashboard with different access permissions:

  • Users can view only
  • Users can view and edit

Figure 2

The table below lists the user roles and corresponding permissions*.

User View Interact Save Delete
Overwrite As a copy
Account admin
User: 'Can view only'
User: 'Can view and edit'

The corresponding permissions are displayed below:

  • View - open and view a chart or dashboard.
  • Interact - work with the chart or dashboard using available tools (left rail menu,  radial menu, axes labels, and so on).
  • Rename - change the name of the chart or a dashboard. Also, it allows changing the name of each chart separately on a shared dashboard.
  • Overwrite - save the applied the changes.
  • Save as a copy - save the copy of a dashboard with the applied changes.
  • Delete - delete a dashboard from Favorites or delete a chart from the dashboard.

Click Save . Once saved, you can find your dashboard under My Items or the View All filter in the Home page.

You can also choose the chart on a dashboard that is selected when you open your dashboard next time. To do this, just select a required chart and click Save .

If you make changes on your dashboard and try to navigate from the page, a confirmation dialog box is displayed asking to confirm that you want to leave this page without saving the changes. If you leave the page, your latest changes won't be saved. Your Zoomdata Administrator can disable this feature if required. For more information refer to the Configuring Key and Value Settings article.