Working with in-line dashboards › Dashboards › Platform Analytics experience › Platform Analytics

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Edit Platform Analytics dashboards

You can edit dashboard and dashboard tab information in the inline editor. If the dashboard has been shared, any changes you make are applied globally.

Before you begin

You can edit the details of dashboards created in the inline editor and in the technical editor in the Platform Analytics experience. When you edit elements in dashboards created in the technical editor, you’re redirected to UI Builder.

Role required: dashboard_admin for all dashboards, or any role for dashboards that you own or ones that you have been given the right to edit. See Platform Analytics dashboard roles for more information about viewing and editing rights on dashboards.

About this task

Important: By default, dashboards are subject to edit lock. Only one person at a time can have the same dashboard in edit mode. If you are viewing a locked dashboard, you will not have an Edit button even with edit rights. You will see the locking user's initials next to the Refresh and View dashboard details icons. Hover on the initials to see the user's name, company, and roles.

Image omitted: db-locking-user-initials.png
Locked dashboard showing locking user's initials.

The More actions menu includes the option to clear the edit lock. Use this option with caution.

Image omitted: db-clear-edit-lock.png
Clear edit lock option in More actions menu.

Procedure

Navigate to All > Platform Analytics > Library > Dashboards.
Select the dashboard that you want to edit.

If you are in a different application scope than the dashboard, use the application picker to select the correct scope.

Image omitted: app-scope-picker.png
Application scope picker

Perform any of the following actions.

Action	Steps
Edit dashboard details	To edit the details of a dashboard created in the inline editor: Select the information button ( Image omitted: icon-info-ac-2.png Dashboard details icon).</li> Select the Edit button ( Image omitted: edit-button.png Edit button) to put the dashboard into edit mode.</li> Note: If you don’t see the Edit button, either you don’t have the right to edit the dashboard or it is in edit lock. Edit the details of the dashboard and then select Exit editing mode. To edit the details of a technical dashboard: Select the information button Image omitted: InfoIcon.png info icon.</p> Select the arrow next to the Edit in UI builder button and then select Edit dashboard details to put the dashboard into edit mode. Note: If you don’t see this option, you don’t have the right to edit the dashboard. Image omitted: edit-tech-db-details.png Edit in UI builder menu expanded to show Edit dashboard details option</p> Edit the details of the dashboard and then select Exit editing mode. For more information, see Configure Platform Analytics dashboard details.
Configure the dashboard layout	Select and drag an element's handlebars to resize it. Select and drag an entire element to move it around the dashboard layout. Elements include data visualizations, filters, and other dashboard content.
Add a tab to a dashboard	Select Add a tab. A tab labeled `Untitled` is added next to any existing tabs. When you add your first tab to a dashboard, there’s a new part of the layout below the title and above the tabs. Add elements above the tabs that are visible no matter which tab has focus. Select the pencil icon ( Image omitted: icon-pencil-ac.png pencil icon) to rename the tab.</td></tr><tr><td id="d167871e293"><strong>Reorder a dashboard tab</strong></td><td><p>You can reorder tabs by dragging and dropping them. You can also reorder dashboard tabs using keyboard actions:1. Select the <strong>Edit</strong> button ([Omitted image "edit-button.png"] Alt text: Edit button) to put the dashboard into edit mode.</p> Note: If you don’t see the Edit button, you don’t have the right to edit the dashboard. Use the TAB key to move the focus to a dashboard tab. Use the LEFT and RIGHT arrow keys to select a tab to move. Use the SHIFT+LEFT arrow or SHIFT+RIGHT arrow command to move the selected tab left or right. Select Save.
Duplicate a dashboard tab	You can duplicate a tab on the current dashboard.1. Select the Edit button ( Image omitted: edit-button.png Edit button) to put the dashboard into edit mode.</p> Note: If you don’t see the Edit button, you don’t have the right to edit the dashboard. Select the More actions menu icon ( Image omitted: context-menu-db-element-ac.png More actions icon) next to the tab's name and choose <strong>Duplicate</strong>. A new tab with the same content as the duplicated tab opens with the name Untitled. Choose the pencil icon to rename the tab.
Delete a dashboard tab	Select the Edit button ( Image omitted: edit-button.png Edit button) to put the dashboard into edit mode.</li> Note: If you don’t see the Edit button, you don’t have the right to edit the dashboard. Select the More actions menu icon ( Image omitted: context-menu-db-element-ac.png More actions icon) next to the tab's name and choose <strong>Delete</strong>. Note: There’s no confirmation message. The tab disappears from the dashboard.
Rename a tab	Select the tab to make it active. Point to the tab name and select the pencil icon ( Image omitted: icon-pencil-ac.png pencil icon).</li> Type the new name then press Enter. Note: If you rename a tab on a dashboard that has been translated, the translations are replaced with the new English tab name. To translate the new name: Navigate to User Menu > Preferences. On the Display tab, select the target language. On the translated dashboard, rename the tab with the translation of its new name.
Configure the refresh settings	Role required: admin.1. Select the Edit button ( Image omitted: edit-button.png Edit button) to put the dashboard into edit mode.</p> Note: If you don’t see the Edit button, you don’t have the right to edit the dashboard. Select the Dashboard Settings button ( Image omitted: icon-cogwheel-ac.png Edit columns icon) to open the Settings panel.</li> Select Show refresh information to show the time of the last refresh under the dashboard's title. Select Scheduled repetition to configure the number of minutes that the dashboard is automatically refreshed. The minimum refresh interval is 10 minutes.
Configure background colors	1. Open the Background Color menu to show the preconfigured colors. 2. Choose an existing color or select the Color Palette icon \( Image omitted: icon-color-palette.png palette icon\) to open the palette. Specify Hex or RGBA values, or choose from the color picker.
Configure Insights	Choose whether and which analytics to show in the Insights section.When you select Show insights panel, an Insights button is added to the dashboard and the selected analytics options are shown. For more information, see Proactive analytics insights on dashboards.

Add visual elements to an in-line dashboard
Populate your dashboard with a selection of widgets, including data visualizations and filters.
Edit in-line Platform Analytics dashboard elements
You can edit the contents of a dashboard or dashboard tab, including data visualizations and filters. Because dashboards are shared, any changes you make are applied globally.
Group dashboard elements
Improve your layout control and dashboard customization capabilities, by organizing related elements into single visual and logical units. Configure backgrounds and borders according to group.
Edit a copy of a shared dashboard element
To configure a shared element that you added to a dashboard from a library, make a local copy that is not linked to a library. You only have to do this if you do not have permission to edit the version in the library.
Add images to Platform Analytics dashboard cards
Distinguish the cards in the dashboard overview with uploaded images.