Updating the name and description of workbooks, workflows, and dashboards helps to retain the most recent information about them. You can edit this information directly while working on the dashboard.

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Notes:

  • The procedure is the same for updating the workbook, workflow, and dashboard.
  • You cannot provide a name if an item with the same name is present under the same project.
  • Before updating information, ensure that the name and description you entered are correct.

Here, we are considering updating the name and description of a workbook. To update the name and description of the workbook, follow the steps below.

  1. Open the Dashboard that you want to update in Edit mode. Refer to Editing a Dashboard. The dashboard canvas is displayed.
  2. Click the update icon (  ) next to the dashboard name below the title pane.



  3. Change the Dashboard Name or Description as per your preference.
  4. Click Update.



    The dashboard information is updated.

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