There are two menus you can access when working with dashboard elements: the dashboard element menu and the context menu.
Dashboard Element Menu
In comparison to the Dashboard Toolbar, which controls the settings for the dashboard as a whole, the dashboard element menu controls the settings on each of the individual elements of a dashboard.
You access the dashboard element menu via a small black chevron. When you select the chevron, it displays as a small blue dot with a white triangle. The pop-up shows the View, Edit, Format, and Data menus. You can also Search line items in an element and Open source module.
Right clicking in a cell or line item will display a menu of items to help you manipulate the data in the element.
Depending on what is selected, the options include:
- Copy and Paste functions
- Hide and Show selections
- Select Levels to show and Select Items to show
- Show History
- Drill down
- Drill to Transaction
- List Filter (if list-formatted line items are selected)
- Column Settings
Controlling access to menu options
Administrators can control the menu options that users can access for each individual grid or chart element on a dashboard. In the Dashboard Designer, the Menu Options panel displays the options — select a check box to enable access; deselect it to deny access.