2 Replies Latest reply on Feb 29, 2016 8:36 AM by andrewleetech

    Edit dashboard without loading

    Rookie

      Hello,


      Anyone know of a way to edit a dashbaord without trying to load it.

       

      We have some users that make dashbaords but use filter wrong or creates to much load on the system. Looking for a way we can open and edit the filter of this report without it trying to load the data.

       

      Thanks,

       

      Andrew Lee

        • 1. Re: Edit dashboard without loading
          GreggSmith SupportEmployee

          Sure.

           

          1. Go to the Dashboard Designer

          2. Click on the Options icon to display the Designer Options dialog

          refresh_data_1.png

          3. Choose the option "Don't refresh data" and click OK

          refresh_data_2.png

          4. Use either the File | Open menu in the Designer or use the Home screen and the Edit icon to load the specific dashboard into the designer.  The dashboard should load without running the queries / displaying the graphs.

          refresh_data_3.png

          5. Make your changes and save the dashboard.  If you want to test your changes, simply click on the Refresh icon in the top right corner (see arrow in above screenshot).

          6. Putting the option back to Refresh Data will revert to normal behavior.

           

          NOTE: This setting change is not a permanent one.  The next time you load the Xtraction web interface, it always defaults to Refresh Data.

          • 2. Re: Edit dashboard without loading
            Rookie

            Cool thank you will give it a try

             

            Update - Worked Thanks