Save, publish, view, unpublish, and republish dashboards in Quick BI.
Prerequisites
You have logged on to the Quick BI console and created a dashboard. For more information, see Create a Dashboard.
Background information
The save and publish features are separate, so you can save your work without immediately publishing it. This also enables unpublishing and republishing.
Save
Click the Save button (①) in the upper-right corner of the page. In the dialog box that appears, edit the report name and select a save location (②). If you select the Enable auto-save during subsequent operations checkbox (③), your subsequent changes to the chart are automatically saved. After you configure the settings, click the Confirm button (④).
If you only save a dashboard, your updates are not visible to other users:
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When you create and save a new dashboard, its status is unpublished. To publish it, use the Save and Publish feature.
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When you update a published dashboard, you must use the Republish feature to make the updates visible.
Save and Publish
Save your current changes and publish the dashboard in a single operation. Click Save and Publish in the upper-right corner, and then configure the settings in the Publish Dashboard dialog box.
If release approval is enabled for the workspace that contains the dashboard, the Publish Work option is selected by default in the Approval Settings section.
In this case, you must select an approver, enter a reason for the request, and click Submit Request. The dashboard can be published only after the request is approved. For more information, see Create and Manage Workspaces.
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After you submit a publish request, you can continue to edit the dashboard. If you save your changes, the version submitted for approval is updated to the last saved version.
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Workspace administrators do not need approval to publish.
View After Publishing
On the dashboard editing page, click View after you publish the dashboard. The Preview page opens.
You can click View after a Save and Publish or Republish operation. You are then redirected to the preview page.
Unpublish
Unpublish a dashboard to revoke access and make it invisible to users.
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In the upper-right corner of the dashboard editing page, click the
icon and select Offline.
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In the confirmation dialog box that appears, click OK.
Republish
After you update a published dashboard, republish it to make the changes visible to other users. An update notification appears on the editing page, and the dashboard status changes to Saved But Not Published.
If release approval is enabled for the workspace that contains the dashboard, the Publish Work option is selected in the Approval Settings section. In this case, an approval request is triggered every time you republish the dashboard. The dashboard can be republished only after the request is approved. For more information, see Create and Manage Workspaces.
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After you submit a publish request, you can continue to edit the dashboard. If you save your changes, the version submitted for approval is updated to the last saved version.
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Workspace administrators do not need approval to publish.