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Organize Chapters and Pages

Chapters and pages give a dashboard its structure. This page covers adding and rearranging them. It's step 6 of the Build a Dashboard Workflow.

For how that structure affects filtering, see Key Concepts.

Add, Rename, Copy, Move, or Delete a Chapter

You can add, rename, copy, move, or delete chapters in a dashboard.

To add a chapter

  1. Open the dashboard you want to modify.
  2. In the Contents panel, click More More icon next to an existing chapter and choose Insert Chapter.

To rename, copy, move, or delete a chapter

  1. In the Contents panel, click More More icon next to the chapter you want to modify.
  2. Choose Rename to rename the chapter.
  3. Choose Duplicate Chapter to copy the chapter.
  4. Choose Delete to remove the chapter.
  5. Drag a chapter to its new location to rearrange it within the list.

Add, Rename, Copy, Move, or Delete a Page

You can add, rename, copy, move, or delete pages in a dashboard.

To add a page

  1. Open the dashboard you want to modify.
  2. In the Contents panel, click More More icon next to the chapter you want to add a page to and choose Insert Page.

To rename, copy, move, or delete a page

  1. In the Contents panel, right-click the page you want to modify.
  2. Choose Rename to rename the page. or Choose Duplicate Page to copy the page. or Choose Delete to remove a page.
  3. Drag a page to its new location to rearrange it within the list.

To move a visualization between chapters or pages, see Move a Visualization.

Next Step

Apply Thresholds — step 7 of the Build a Dashboard Workflow.