Dashboard Edit and View modes
A dashboard can be opened in one of two states:
- Edit mode: Users with the right permissions can create and edit the dashboard and modify its settings
- View mode: People with the right permissions can view the dashboard and apply filters but not edit it
Edit mode
When users with Can edit
permission visit the Dashboard
tab in a workbook, the dashboard will be in Edit mode
.
When in Edit mode
users can:
- Add, modify, and remove cells, charts, tables, and text
- Add and modify filters
- Change Dashboard settings
- Set up and modify scheduled sends
- Customize the appearance of the dashboard in View mode
View mode
Anyone with either Read only
or Dashboard only
permission in a workbook can only open a dashboard in View mode
. When in View mode
viewers can:
- Apply dashboard filters
- See when the dashboard's contents were last updated or when the least frequent scheduled query is set to run. What is displayed can be set by anyone with
Can edit
permission when inEdit mode
.
Customizing View mode
View mode URL
Users with
Can edit
permission can create a cleaner looking URL for sharing in Dashboard settings.
In Edit mode
you can make the following customizations to the appearance of a dashboard when opened in View mode
.
Display a custom logo
To toggle the display of a logo and select between your workspace's logo or a custom logo, click the logo on the left below the dashboard's toolbar while in Edit mode
.
Display a custom company name
By default, the name alongside the logo is the name of your Workspace. You can change this by clicking the name to enter edit mode and typing in a new name.
Display Last updated
or Schedule
Last updated
or Schedule
Choose whether viewers see when the dashboard's contents were last updated or when the least frequent scheduled query is set to run.
Updated 6 days ago