---
sourceDocument: Australia Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/now-intelligence

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Edit elements

# Edit in-line Platform Analytics dashboard elements {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 Minuten Lesedauer

You can edit the contents of a dashboard or dashboard tab, including data visualizations and filters. Because dashboards are shared, any changes you make are applied globally.

## Vorbereitungen

Role required: dashboard_admin for all dashboards, or any role for dashboards that you own or ones that you have been given the right to edit. See [Platform Analytics dashboard roles](https://servicenow-prod.fluidtopics.net/7jaZyjTZ1qTjJssWHqs5gA "Platform Analytics dashboards have few role restrictions. Editing rights are granted by sharing, independent of role.") for more information about viewing and editing rights on dashboards.

## Prozedur

1. Navigate to AllPlatform AnalyticsLibraryDashboards.
2. Open the dashboard that you want to edit.
3. Select Edit to put the dashboard into edit mode.
4. If you are in a different application scope than the dashboard, use the application picker to select the correct scope.  

   <br />

5. Focus on the element you want to edit.  
   A menu appears in the element header. The selection of actions to take depends on your roles.Abbildung : 1. Actions menu of data visualization for itil user Abbildung : 2. Actions menu of filter for admin user, multi-tab dashboard
6. Perform any of the following actions on the element.

   | Action | Steps |
   | Configure an element | Focus on the element and select Configure. The configuration panel opens. Configuration options depend on the element type. For data visualizations and filters, they also depend on the visualization or filter type, respectively. For more information, see [Creating data visualizations](https://servicenow-prod.fluidtopics.net/WhXZY1eV~ZqD8j8CzVAwHw "See how to create data visualizations using different data sources.") or [Filters in Platform Analytics](https://servicenow-prod.fluidtopics.net/HetL2KfMu5Cg3df7G4RIKg "Filter lists and data visualizations on an inline or technical dashboard. Filter by possible data value, by whether the value is true or false, or by date."). Hinweis: There are role and ownership requirements for editing a component that is shared from a library. If you aren't allowed to edit an element, create a local version that is not linked to the library and edit that one. For more information, see [Edit a copy of a shared dashboard element](https://servicenow-prod.fluidtopics.net/vYk57c~mYn1c4XjyREey~g "To configure a shared element that you added to a dashboard from a library, make a local copy that is not linked to a library. You only have to do this if you do not have permission to edit the version in the library."). |
   | Resize the element | Focus on the element. To increase its height, press Resize. To decrease its height, press Shift-Resize. To change its width or overall size, select a corner of the element and drag it. |
   | Add an element to the Library | Role required for data visualization: itil, report_user, viz_creator, or higher Role required for filter: analytics_filter_admin or higher 1. Focus on the element. 2. Expand the More actions menu (![More actions icon]()) in the header and choose Add to library. 3. Give the visualization a name and a description. 4. Select Add to library. {#edit-db-elements-in-ac__ol_gjb_bp1_rvb}The data visualization is available in the Visualization library for use on other dashboards. |
   | Delete an element from the dashboard | 1. Focus on the element that you want to delete. 2. In the header, select the More actions menu icon (![More actions icon]()) and choose Delete. {#edit-db-elements-in-ac__ol_kdr_s4k_zw} Hinweis: There's no confirmation message. The widget disappears from the dashboard. |
   | Move an element between or above tabs | When you have multiple tabs, you can move elements from tab to another or to the pane above the tabs. 1. Focus on the element that you want to delete. 2. In the header, select the More actions menu icon (![More actions icon]()) and select Move above the tabs or Move to a different tab. 3. When you choose Move to a different tab, choose the tab and select Move. {#edit-db-elements-in-ac__ol_ij5_cq4_mxb} |
   | Configure a data visualization to follow or not follow filters | Data visualizations follow filters by default. A data visualization follows filters in the same tab as itself or above the tabs. Data visualizations either follow all such tabs that target their data sources, or none. For configuration instructions, see [Configure a data visualization to follow filters or not](https://servicenow-prod.fluidtopics.net/qR8lbCWftEXsA~9sWRE6ww "Data visualizations follow filters by default. A data visualization follows filters in the same dashboard tab as itself or above the tabs. Data visualizations either follow all such tabs that target their data sources, or none."). |
   | Set drilldown options | Choose what happens when you select a visualization or one of its segments. The procedure depends on the type of dashboard. The default drilldown from a dashboard opened in Platform Analytics experience or any other workspace/experience is to Core UI artifacts. * For a dashboard created in the inline editor and viewed in Platform Analytics experience, choose a preconfigured Chart Interaction. For more information, see [Chart interactions in a data visualization](https://servicenow-prod.fluidtopics.net/eKbxb9Eq2uB7N9lTFZzzwQ "You can set what occurs when a user interacts with a visualization, such as by selecting a bar column. Possibilities include navigating to a URL, opening another data visualization, and filtering all visualizations on the dashboard by the selected value."). * For a dashboard created in the inline editor and viewed in a workspace/experience other than the Platform Analytics experience, see [Configure custom redirection from a dashboard component](https://servicenow-prod.fluidtopics.net/XInjhna2jWqFnDSvIGey~w "If you have created a page in your workspace from the Dashboard page template, you can customize the on-click redirection from the dashboard component on that page. The inline dashboard that this component displays will follow the custom redirection."). The inline dashboard first has to be enabled to be viewed in the workspace, and then has to be referenced from a page built from the Dashboards page template, as described in [Add a dashboard to a Dashboards page](https://servicenow-prod.fluidtopics.net/ohXW8~ORtTZOg5Yo8i8fxg "You can add either a technical dashboard or one made in the inline editor to a page you built from the Dashboards page template. Configure the dashboard component on that page."). * For a technical dashboard, see [Add a drilldown event to a data visualization on a technical dashboard](https://servicenow-prod.fluidtopics.net/feCkWQ_ODxXEO4YaGAuCog "Technical dashboards do not support preconfigured destinations for drilling down from a data visualization. If you want a viewer to open a more detailed view of the data when they interact with a visualization, configure a custom drilldown event."). {#edit-db-elements-in-ac__ul_tmw_pw5_w2c} |
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**Zugehörige Tasks**   

* [Share a Platform Analytics dashboard](https://servicenow-prod.fluidtopics.net/3ph5bt~IlnZ8dvgcQaCylQ "Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights.")