Customize your Dashboard
You can customize the look of your dashboard in several ways:
- Change the date range
- Add charts
- Move and resize tiles
- Delete charts
- Create an additional dashboard
- Pin an additional dashboard to your home dashboard.
See the sections that follow for steps to complete each of these customizations.
Change the date range
To change the date range on your dashboard:
- Select the Date Range Selector tile from your dashboard.
The SELECT DATE RANGE pop-up appears. - Select a range. You can choose from the current date (last 24 hours, 7 days, 30 days, 60 days, 90 days), a Saved Date Range, or select Custom Date Range to specify a start and end date.
- To select or specify a Saved Date Range:
- Click Saved Date Range. A list of saved Ranges appears:
- Select one of the saved ranges, or click "+" to create a new saved range.
- If you click "+", the ADD NEW DATE RANGE pop-up appears.
- Fill in the required fields.
- Click SAVE to save the date range, or click CANCEL to exit without saving.
- Click Saved Date Range. A list of saved Ranges appears:
- To select a Custom Date Range:
- Click Custom Date Range. A appears:
- Fill in the Start Date and End Date.
- Click Custom Date Range. A appears:
- To select or specify a Saved Date Range:
- Click SUBMIT to update all the charts to the new date range, or click CANCEL to exit without changing the date range.
Add charts
To add a chart to your dashboard:
- Select "+" from the dashboard header. The STORE appears.
- From the STORE, select Charts. The CHARTS STORE DASH appears.
- Select the type of chart.
- Follow the steps in Building Charts to finish creating the chart.
Move and Resize tiles
To move and resize tiles on your dashboard:
- Click the ellipsis icon from the dashboard header, and select Edit Dashboard.
- Click and drag a corner of a tile to resize.
Caution: Details, such as the title and legend are hidden from view as charts shrink in size. - Click inside a tile and drag to move.
- Click the disk icon to save your changes or click the X to discard.
Delete charts
To delete a chart:
- Click the ellipsis icon from the dashboard header, and select Edit Dashboard.
- Select the trash can icon in the corner of the chart you want to delete.
- Confirm that you want to delete the chart.
- Click the disk icon or click the X to exit edit mode for the dashboard.
Create a new dashboard
To create a new dashboard:
- Select "+" from the dashboard header. The STORE appears.
- From the STORE, select Dashboards. The DASHBOARD STORE DASH appears.
- Select Exxon Chemicals. The ADD NEW EXXON CHEMICALS DASHBOARD appears.
- Enter a title.
- Click CREATE to create the dashboard, or CANCEL to cancel.
Pin a dashboard to Home Dashboard
To pin a dashboard to your Home Dashboard:
- Navigate to the dashboard you want to pin.
- Click on the ellipsis icon, and select Pin to Home.
A tile representing the pinned dash tile is added to your home dashboard.
Deleting a Custom View
To delete a custom view:
- Hit Edit in the ellipsis in the top right.
- Navigate to the dashboard list next to the Home button.
- Hit the trash bin next to the Custom View you would like to delete.
Note: You cannot delete the Custom View that you are currently on or your Home Dashboard.
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