4. Select **Add New Visual** to add a new local visual to the dashboard. Select **Add Existing Visual** to add an existing visual from the visual gallery to the dashboard.
* If you select **Add New Visual**, follow the procedure described in [Manage Visuals](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-add-dash)
* If you select **Add Existing Visual**, follow the procedure described in [Add Existing Visuals to a Dashboard](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-add-dash#add-existing-visuals-to-a-dashboard).
5. Select 
to add a rich text snippet to the dashboard. See [Add Rich Text Snippets to a Dashboard](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/widgets/rts-ov#add-rich-text-snippets-to-a-dashboard).
6. Select 
to add a filter snippet to the dashboard. See [Add Filter Snippets to a Dashboard](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/widgets/fltrsnp-ov#add-filter-snippets-to-a-dashboard).
7. [Save](#save-a-dashboard) your dashboard. Accept the default name, or supply a name for the dashboard.
You can continue to add visuals and snippets. See [Manage Visuals](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-add-dash) and [Add Existing Visuals to a Dashboard](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/visuals/visual-add-dash#add-existing-visuals-to-a-dashboard), [Add Rich Text Snippets to a Dashboard](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/widgets/rts-ov#add-rich-text-snippets-to-a-dashboard), and [Add Filter Snippets to a Dashboard](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/widgets/fltrsnp-ov#add-filter-snippets-to-a-dashboard).
After a dashboard is created, you can explore its data and work directly with its various visuals. You can modify, copy, export or delete its visuals. In addition, the data on the visual can be filtered (see [Filter Data](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/filters/filters)). Finally, you can share, export, or delete the dashboard (see Dashboards).
) on the [dashboard icon bar](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/dashboards/dash-layout#use-the-dashboard-icons). (The Save As (
) icon allows you to make a [copy](#copy-a-dashboard) of the dashboard.)
The Save Options dialog appears.
2. In the **Name** box, enter a title for your dashboard. This is the name by which the dashboard will be saved.
* If you want to save the dashboard using a different name, change it here. The original dashboard is renamed. See [Rename a Dashboard](#rename-a-dashboard)
* If you want to make a copy of a dashboard using a different name, see [Copy a Dashboard](#copy-a-dashboard).
3. If you want to provide details about your dashboard, do this in the **Description** box. A maximum of 750 characters can be specified. Leading and trailing spaces are not allowed.
4. Review the list of shared visuals with unsaved changes on the **Existing Visuals** tab, if there are any.
Select the checkbox on this tab to save the changes to the visuals. Leave the checkbox cleared if you do not want to save the changes to the existing visuals. When you save them, the visuals are changed on every dashboard on which they are used. If you do not save the visuals, your changes will be discarded when you close the dashboard (a warning dialog displays first).
5. Select **Save** to save the dashboard or **Cancel** to cancel.
| Dashboard Contains | Save As Options |
|---|---|
| Local Visuals | * Provide a unique Name and optional Description for the new dashboard. |
| Local Visuals and Visual Gallery Visuals (no unsaved visuals) | * Provide a unique Name and optional Description for the new dashboard. * Optionally, convert all visual gallery visuals to local visuals. |
| Local Visuals and Visual Gallery Visuals (visuals have unsaved changes) |
* Provide a unique Name and optional Description for the new dashboard.
* Optionally, convert all visual gallery visuals to local visuals. Unsaved changes are applied to the local visuals in the new copy of the dashboard.
|
2. In the **Name** box, enter a new name for your dashboard. Self-Service Analytics returns an error when you select **Save** if you do not enter a new name.
3. If you want to provide details about your dashboard, do this in the **Description** box. A maximum of 255 characters can be specified. Leading and trailing spaces are not allowed.
4. Use the checkbox to indicate whether you also want to convert all visual gallery visuals into local visuals.
* If you select this option, all shared visual gallery visuals are converted into local visuals in the copied dashboard.
* If you do not select this option, Self-Service Analytics creates a copy of the dashboard using the saved versions of visual gallery visuals.
5. Select **Save** to create the newly named copy the dashboard in the library.
in the upper right corner of the dashboard.
The Save Options dialog appears.
4. In the Name box, specify the new name for your dashboard.
5. Optionally modify the description of the dashboard in the **Description** field. A maximum of 750 characters can be specified. Leading and trailing spaces are not allowed.
6. Select **Save** to save the dashboard.
### Search Field
You can use the search field to filter the dashboards in this work area by dashboard Name, Description (if provided), Data Source, or Author. For example, if you type a **C** in the search box, only dashboards that include the letter *C* in the selected field searched are shown in the working area. See [Search and Filter Lists](/simba-embedded-analytics/docs/self-service-analytics/26.3/get-started/welcome#search-and-filter-lists).
### Buttons
The buttons on the page allow easy access to saved dashboards, as well as other dashboards created by other users in your Self-Service Analytics environment. They also allow you to create a new dashboard, filter the dashboards that are shown, import, or export dashboards.
| Button | Description |
|---|---|
| **All** | Removes any filters for the dashboard library and displays all dashboards available to you within your environment. |
|
Displays only the dashboards you have marked as favorites. |
|
Displays only dashboards you created and saved. Dashboards created and saved by other users are hidden. |
|
Displays only the dashboards other users shared with you.
See [Share a Dashboard or Self Service Report with Users](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/dashboards/dash-share-withinacct). |
|
Select to generate an embeddable dashboard link. |
| **Export Selected Items** |
Select to export multiple selected items.
See [Export multiple dashboards](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/dashboards/dash-import#export-dashboards) . |
| **Import Dashboard** |
Select to import one or more dashboards.
See [Import Dashboards](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/dashboards/dash-import). |
| **Create Dashboard** |
Select to create a new dashboard.
See [Create Dashboards](#create-dashboards). |
| Column | Description |
|---|---|
| Select (not labeled) | Select or deselect one or more items to perform bulk actions, such as export, for your content. |
| Fav | Identifies favorite dashboards using a star icon. If the star is colored ( ), the dashboard is a favorite. If the star is empty ( ), the dashboard is not a favorite. If you change the favorite status of a dashboard while viewing or editing it, that change is reflected here. |
| Name | The name of the dashboard. |
| Description (not labeled) | The description icon is visible if a description associated with a dashboard. You can search for a dashboard by the contents of this field. |
| Tags | Content tags applied to the dashboard. Select the filter icon to open a drop down list and select tags to filter your list or to [narrow your search results](/simba-embedded-analytics/docs/self-service-analytics/26.3/get-started/welcome#filter-lists-and-search-results-using-tags). If several tags are associated with an item, hover over the ellipsis to see all tags for this resource. |
| Filter icon | Select to filter the work area's contents by one or more content tags. |
| Data Source | The name of the data sources used by the dashboard. |
| Author | The user who created the dashboard, or is currently assigned as the Author of the dashboard. |
| Modify Author (not labeled) | Hover next to the Author name, select the edit icon, and select a different dashboard Author. |
| Modified Date | The date the dashboard was last modified. |
| Permissions |
Select the permissions icon in this column to assign permissions to a dashboard. The Dashboard Permissions dialog appears.
See [About Dashboard and Self Service Report Permissions](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/dashboards/dash-auth-permissions#about-dashboard-and-self-service-report-permissions). |
| Schedule |
Select the clock icon in this column to create a scheduled dashboard report for the dashboard. The Scheduled Reports dialog appears.
See [About Scheduled Reports](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/dashboards/dash-schedule). |
| Actions |
Shows icons you can select to perform actions for the dashboard.
* Select the delete icon in this column to delete a dashboard. See [Delete a Dashboard](#delete-a-dashboard). * Select the code snippet icon to generate an embeddable code snippet for the dashboard. The Embed Code dialog appears. See [Embed Components Into Your Application](/simba-embedded-analytics/docs/self-service-analytics/26.3/embed-and-extend/embed/dash-embed/dash-embed). |
on the [dashboard icon bar](/simba-embedded-analytics/docs/self-service-analytics/26.3/analyze-data/dashboards/dash-layout#use-the-dashboard-icons). The Refresh dialog appears.
2. Select **Refresh** on the dialog. All visuals on the dashboard are refreshed.
Even if the dashboard has not been saved, the refresh obtains the latest data and honors whatever unsaved changes you have made to it. For example, if you had applied a filter or added visuals to the dashboard, the filter and the new visuals are retained when the data is refreshed.
## Dashboard Smart Loading
Self-Service Analytics uses smart loading to load visuals on a dashboard. Smart loading improves the performance for loading visuals on a dashboard, especially for dashboards containing many visuals.
Without smart loading, visuals cannot be used until all the visuals in a dashboard are loaded. With smart loading, an initial maximum number of visuals are loaded simultaneously. The rest of the visuals are put on hold. After one or more initial visuals are loaded, other visuals in the dashboard are taken off hold and loaded, but only up to the set maximum. As visuals are loaded, they can be used immediately, without waiting for all the dashboard visuals to load.
Visuals are loaded from the top down. The immediately viewable visuals (the ones at the top of the dashboard) are loaded first, up to the set maximum. If you scroll down through a dashboard, a visual that is on hold and is placed farther from the top of the dashboard is started at a higher priority than other visuals on the dashboard.
For information on managing smart loading, including changing the maximum number of visuals that are loaded simultaneously (the default is eight visuals), contact insightsoftware [Technical Support](/simba-embedded-analytics/docs/self-service-analytics/26.3/get-started/tech-support).