While viewing a Master-Detail dashboard, you can opt to temporarily change the Master component, which the Dashboard Designer has created. This allows the filtering of the dashboard to be driven by a different component than the default which is sometimes desirable.
Note: Changing the Master component while viewing a dashboard is only temporary and for the duration of your own user session. This is only for viewing/presentation purposes and no changes will affect other dashboard users. For you to be able to edit a dashboard and permanently change the Master component, your user would have to be granted at least Dashboard Designer privileges.
There are two ways to change the Master component:
- From the existing Master Component
Choose 'Change Master from the component menu
icon. - From any detail component.
Choose 'Make Master' from the component menu icon.
Method 1 : Open up the dashboard you would like to view by navigating to Main Menu > View Dashboard.
- Click on the component menu (cog icon) on the top right hand corner of the current Master component.
- Select 'Change Master'.
- A list of all components on the dashboard will come up. Select the one you would like to be your new Master component.
- Select Apply to preview changes or OK to save the new Master component.
- You can now filter your dashboard on the chart component 'Sales By Customer'.
Method 2 : Open up the dashboard you would like to view by navigating to Main Menu > View Dashboard.
- Decide which detail component you would like to become the Master
- Click on the component menu icon.
- Choose 'Make Master' from the menu.
- This component will now be set to the master component.
Note: When the Master component is changed, any filters already applied via a different Master will be reset. You cannot filter using two masters at the same time.