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Editing Vizualisations Directly Within Dashboards

Users can now edit Vizualisations directly from within a dashboard without needing to leave the page. This improves reporting workflows by making it quicker to adjust visualizations, filters, columns, and formulas while staying within the same dashboard view.

Important Notes

  • Users must have the correct edit permissions
  • Changes made to Vizualisations may impact shared dashboards
  • Saved changes will update the existing visualization

What Can Be Edited?

Depending on permissions, users can now:

  • Update filters
  • Modify columns and metrics
  • Adjust formulas
  • Change visualizations

Where This Applies

This functionality affects:

  • Dashboards
  • Saved Vizualisations
  • Report editing workflows

How to Edit a Vizualisation

  1. Open the dashboard
  2. Enter edit mode
  3. Select the visualization you want to update
  4. Click the Edit option in the visualization toolbar
  5. Make the required changes
  6. Save or cancel the changes

Benefits of This Update

This update helps:

  • Reduce navigation between pages
  • Speed up dashboard editing
  • Improve reporting workflows
  • Make report updates more efficient

 

This article was created by Grace. If you have any questions or need a hand, feel free to reach out to us at team@askbosco.io

May 2026