Ability to Add Instructions to Dashboards in Dashboard 2.0

Prior to release 25.05, there was no provision to enter the instructions for business user for Dashboard 2.0. Below is screenshot from Dashboard 2.0 in designer mode.

   

With 25.05 release, Dashboard designers can now add instructions to entire dashboards in Dashboard 2.0.

Dashboard instructions can be added in the General tab of the Properties Panel in Dashboard Designer, and they can be customized with formatting and URL links. When saved, dashboard instructions can be viewed in the global toolbar in the runtime dashboard.

As part of this enhancement, global dashboard details such as the dashboard name and the folder path of the dashboard have been moved to the runtime dashboard's Actions menu in the Dashboard 2.0 Global Toolbar. Similarly, dashboard component details such as the underlying form name, the folder path of the form, and the cube, can be viewed in the dashboard component's Actions menu.

To add instructions to a dashboard in Dashboard 2.0:

1. On the Home page, click Dashboards.
2. Open an existing Dashboard 2.0 dashboard, or create a new one.
3. In the Dashboard Designer, view the General tab of the Properties Panel. The Instructions property is at the bottom of the General tab. 
4. Click the Disable/Enable toggle next to the Instructions property to set the property to Enable.
5. Enter instructional text (no more than 2000 characters), format it, and then click Save.
6. To view instructions, switch to the runtime dashboard and click Instructions in the runtime dashboard's Global toolbar.

          Click on Disable link to make it change to enable to allow to add instructions

To view details for an entire dashboard in Dashboard 2.0:

1. On the Home page, click Dashboards.
2. Open a Dashboard 2.0 dashboard.
3. On the Global toolbar, click Actions, and then click Show Details.

To view details for a dashboard component in Dashboard 2.0:

1. On the Home page, click Dashboards.
2. Open a Dashboard 2.0 dashboard.
3. Hover over a dashboard component to reveal the Dashboard Component toolbar.
4. Click Actions, and then select Show Details.

This applies to: 

• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• FreeForm
• Planning 
• Tax Reporting

Business Benefit: This feature allow user to provide customized instructions for entire dashboards in Dashboard 2.0.

Created by Mohit Jain and Megha Gupta