Edit a tile
This article applies to the following Customer Insights roles: Developer
So you’ve created a new Dashboard and you’ve added several new tiles to that Dashboard. Now, however, you need to make a change to one of those tiles. With that in mind, you open the Dashboard, put the Dashboard into edit mode, and then you … well, what do you do now? After all, the Dashboard shows a toolbar that lets you add new tiles, but there aren’t any icons for editing existing tiles:
There has to be a way to edit existing tiles, doesn't there?
Yes, there does, and there is. Although it’s not immediately obvious, when a Dashboard is in edit mode you can make changes to a Look tile or a Query tile by hovering the mouse over the top right corner of the tile:
One of the little icons that appears in the top right corner (the one that looks like a pencil) is the Edit icon:
Click that icon and a modal Explore dialog appears onscreen:
Make your changes in the Explore and then click Save. As you might expect, any changes you make will appear in the tile.
If you’re editing a Look, those changes will also be made to the Look itself. That means those changes will also appear on any other Dashboard that uses that Look.
Updated almost 3 years ago