Skip to main content
Eptura Knowledge Center

Edit a Dashboard

Data Analyst

The dashboard or reports contain different controls and you can edit the filters, tiles, visualization, or maps. Also, the edit dashboard lets you explore the data from a tile, visualization, map, or floorplan.

Edit an Existing Dashboard

  1. Navigate the folders to the dashboard you want to edit.
  2. Click the dashboard's name.
  3. Click the More Actions image2020-9-30_16-10-44.png icon. A popup menu displays.
  4. Click the Edit dashboard menu item.

The dashboard displays in the edit mode.

image2021-11-3_11-13-13.png

Some dashboards will open with the filters applied and other dashboards you will need to apply the filters before the dashboard's details will display.

Looker_Logo_Horizontal_FullColor.png

Watch the videos in the Looker Documentation to find more about how to edit filters, tiles, etc in Edit User-defined Dashboards.

Edit Filters

When the dashboard contains filter you can edit these.

image2021-11-3_11-14-20.png

  1. Click the Filters icon. The Add/Edit Dashboard Filters dialog displays.
  2. Refer to the Looker documentation for guidance.

Edit Tiles

When the dashboard contains tile(s) you can either move or edit the tile.

image2021-11-3_11-15-18.png

  1. Hover over the tile to display the icons.
  2. Click the More Action image2020-9-30_16-10-44.pngicon. The edit menu displays.
  3. Refer to the Looker documentation for guidance.

Move Tiles

You can easily move the tiles in the dashboard.

image2021-9-16_10-39-40.png

  1. Hover over the tile to display the icons.
  2. Click the Move image2021-11-3_10-56-29.png icon and then drag and drop the tile to the new position.

Explore the Data from a Tile, Visualization, Map, or Floorplan

The Edit Dashboards lets you explore the data from a tile, visualization, map, or floorplan.

  1. Hover over the tile, visualization, map, or floorplan to display the icons.
  2. Click the More Actions image2020-9-30_16-10-44.pngicon.
  3. Click Edit.

This will display the Explore and remember some dashboards will open with the filters applied and other dashboards you will need to apply the filters before the dashboard's details will display.

image2021-11-3_11-19-18.png

The Looker documentation below will provide you with guidance on how to explore and we have the following:

Looker_Logo_Horizontal_FullColor.png

Watch the videos in the Looker Documentation to find more about how to explore data.

Edit Visualization

When the dashboard contains a visualization you can either move, hide, or edit the visualization.

image2021-11-3_11-20-54.png

  1. Hover over the visualization to display the icons.
  2. Refer to the Looker documentation for guidance.

Edit Maps

When the dashboard contains a map you can either move, hide, or edit the map.

image2021-11-3_11-21-56.png

  1. Hover over the map to display the icons.
  2. Refer to the Looker documentation for guidance.

The latitude and the longitude of the building come from the building's location that is recorded in the Buildings & Floors module, refer to Manage a building and this can be found in the Insights Unified Data Model's BUILDING.