Learn about PolyData Dashboards action links and common action link workflows. Action links (Refresh, Print, and Export) can also typically be found at the bottom and/or top of each analysis.
Commonly used links
Refresh
To refresh the page, from the top right corner of the page, click the Gear icon > Refresh.
This only refreshes the data coming into the dashboard from the server and leaves the dashboard appearances/prompt selection unchanged. This refresh button can be used to keep the dashboard from timing out.
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To create a print ready PDF or HTML version of the dashboard, click the Gear icon > Print.
Export
To export the entire dashboard or by page, click the Gear icon > Export to Excel. This export will create a tab in the downloaded Excel file for each tab in the dashboard, represent charts as images, and store tabular data with the values only (not formulas).
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Access Oracle's general documentation by clicking the ? icon (to the left of the Gear icon).
Drill-to-Detail Links
If you click on a drill-to-detail link, such as a name listed in the Primary Report Name column example below, you will be redirected to a new data subset based on a filter of Primary Report Name = "the name you selected". Note, if there are multiple additional data views available from the single action link then you will have multiple options. In the example below, you must select from the following three options: "User Groups", "User Objects", and "User Roles".
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