Multi-Tabbed Dashboards

The multi-tabbed dashboard feature enables the user to display two or more dashboards on the same page.

Manage a Multi-Tabbed dashboards

• This section explains how to create, edit, render, and delete a multi-tabbed dashboard in Bold BI.

• Multi-tabbed dashboards that are accessible to the user, depending on their permissions, will be displayed on the dashboard listing page.

Create a Multi-Tabbed Dashboard

To create a multi-tabbed dashboard, the user must have access to dashboards. An admin user can utilize any dashboard to create a multi-tabbed dashboard, while other users can only use their own dashboards or shared dashboards with write permission.

Steps to create a multi-tabbed dashboard

• Click the + icon on the left side of the menu area and select the multi-tabbed dashboard option.

  

• Fill out the form with the name of the multi-tab dashboard and select the category from the Select Category drop-down menu.

  

NOTE: The plus icon next to the Select Category drop-down will only appear if the user has permission to create categories.

• After filling out the form, click Add Dashboards in the Create Multi-Tabbed Dashboard dialog box.

  

• Select the category from the Select Category drop-down menu, and the corresponding dashboards under that category will be displayed in the Select Dashboard drop-down menu.

  

• After selecting the dashboards from the Select Dashboard drop-down menu, the Add button will become enabled. Click the Add button.

  

• Add a minimum of two or more dashboards to create the multi-tabbed dashboard. The added dashboards will be displayed in the multi-tabbed dashboard. Edit the tab name of the multi-tabbed dashboards by clicking the edit icon.

  

• Edit the tab name and click the check icon to apply the edited tab name. Use the cancel icon to reset the tab name.

  

• After adding dashboards to the multi-tabbed dashboard, click Create.

  

Open a Multi-Tabbed Dashboard

Users can identify the created multi-tabbed dashboard with the multi-tab badge icon in the dashboard listing page.

1. Click on the respective multi-tabbed dashboard in the list to open it.

   

2. Users can switch between tabs to view the other dashboards.

   

Edit a Multi-Tabbed Dashboard

1. Users can edit the details of the created multi-tabbed dashboard by clicking on the Edit option in the context menu of the respective multi-tabbed dashboard.

   

2. Edit any of the listed items.

   • Name
   • Category
   • Tab name
   • Order of tab
   • Add or Remove dashboards

   Once edited, click Save.

   

Share a Multi-tabbed Dashboard

• The multi-tabbed dashboard must be shared with users or groups so that they can access it.

• Click on the share icon to share the specific multi-tabbed dashboard.

  

• If the multi-tabbed dashboard is public, it can be accessed anonymously.

Delete a Multi-Tabbed Dashboard

• Multi-tabbed dashboards can be deleted from Bold BI when they are no longer needed.

• Click the Actions button in the multi-tabbed dashboard grid context menu and select the Delete option to remove the multi-tabbed dashboard.

  

NOTE: Limitations of Multi-Tabbed Dashboard

• The edit, share, favorite, and get link options in the viewer are hidden.
• Users are unable to share the dashboard views with others.