Creating a saved customization in OBIEE

Instructions on how to create, apply, edit, and clear saved customizations in OBIEE.

Instructions on how to create, apply, edit, and clear saved customizations in OBIEE.

Saving Customizations

You can save a customization and specify whether the customization is to be the default for a dashboard page.

To save a customization:

1. Open the dashboard in which you want to save a customization.
2. Navigate to the page on which you want to save a customization.
3. Make your customizations.
4. Click the Page Options toolbar button on the dashboard page and select Save Current Customization.
   • The "Save Current Customization dialog" is displayed.
5.  Enter a descriptive name for the customization.
6. Specify for whom the customization is to be saved:
   • To save the customization for your personal use, select Me.
   • Optionally, to assign this customization as your default customization, select Make this my default for this page (keep in mind you may need to update term manually or update your customization the following term if you choose this option).
7. Click OK.

Applying Saved Customizations

To apply a saved customization:

1. Open the dashboard in which you want to apply a saved customization.
2. Navigate to the page that contains the customization to apply.
3. Click the Page Options toolbar button and select Apply Saved Customization.
   • Your personal saved customizations, if any, are listed. Your current default customization is shown in bold type.
4. Click a saved customization in the list to apply it to the dashboard page.

Editing Saved Customizations

To edit saved customizations:

1. Open the dashboard in which you want to edit a customization.
2. Navigate to the page that contains the customization to edit.
3. Click the Page Options toolbar button on the dashboard page and select Edit Saved Customizations.
   • The "Edit Saved Customizations Dialog" is displayed.
4. Rename customizations, change which customization to use as your default, and delete customizations, as appropriate.
5. Click OK.

Clearing Your Current Customization

To clear your current customization:

1. Click the Page Options toolbar button on the dashboard page and select Clear My Customization.

The current customization is cleared.

Need help?

If you have questions, please contact the ITS Help Desk at 608.342.1400 or helpdesk@uwplatt.edu.  You may also visit the Help Desk on the first floor of the Karrmann Library.