Editing an Existing Advanced Dashboard
Advanced Dashboards in Accelerate give you the flexibility to tailor your data views based on what matters most. This article walks you through how to enter Explore mode, edit existing charts or elements, and customize formatting — all without needing to start from scratch.
Note
You must have the Explore Reporting Data policy assigned to a role assigned to you in order to edit dashboards. If you don’t see editing options, contact your administrator.
Accessing Edit Mode
To begin editing:
- Go to Platform > Advanced Dashboards.
- Open the dashboard you want to edit.
- In the bottom-right corner, toggle on Explore to enter Explore mode.
Once in Explore mode, you’ll be able to select and edit dashboard elements.
Editing an Element
To modify an existing chart or table:
- Select the element (you’ll see a border appear).
- The Element Properties panel will open automatically on the right.
- Use the Properties and Format tabs to make changes.
Properties Tab
Use this tab to control how your data is structured and displayed.
- Chart Type: Switch between chart types (e.g., Bar, Line, KPI, Scatter).
- Value: Choose a metric to visualize (e.g., Sum of cnt) and toggle aggregation.
- Timeline: Select a date-based column to create rolling or time-aware metrics.
- Comparison: Choose to compare values by Period or Column.
- Tooltip: Add, edit, or remove data that appears when users hover over chart points.
- Columns Panel: Add or remove columns available for building chart values and categories.
Tip
You can drag-and-drop columns directly into axis fields or formulas to speed up edits.
Format Tab
Use this tab to update how the element looks and feels on the dashboard.
- Element Style
- Padding, background color, border style, and corner shape
- Title & Description
- Toggle visibility
- Customize font size, bolding, alignment, and add supporting details
- Value Display
- Show/hide labels (e.g., “Value As of -”)
- Set label font size and color
- Trend Configuration
- Show or hide trendlines, set shape and color
- Optionally display timeline axis and Y-axis
- Reference Marks
- Add benchmark or threshold lines for comparison
- Layout
- Set horizontal and vertical alignment
- Choose placement of titles and comparison values (e.g., Top, Below)
- Element Style
Use Revert to Default next to any section to undo formatting changes.
Saving Your Changes
When you’re done:
- Select Save to overwrite the current dashboard
- Or select Save As in the bottom-right corner to create a new version
Saved dashboards will appear in My Documents, Recent, or any folder you choose.
Quick Reference
Action | Location |
Toggle edit mode | Explore (bottom-right toggle) |
Switch chart type | Properties > Chart Type |
Edit data/axis fields | Properties > Value, Timeline, Columns |
Add tooltips or comparisons | Properties > Tooltip, Comparison |
Format titles and labels | Format > Title, Value |
Add trends or reference marks | Format > Trend, Reference Marks |
Save dashboard | Save or Save As (bottom-right) |
