Saved View not Changed in Dashboard

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Occasional Contributor

Saved View not Changed in Dashboard

Hi All,

 

This seems like a simple one.  I changed a saved view that is displayed on a dashboard.  However the dashboard isn't updating with the new view.  I overwrote the old view so the name is the same.  I've clicked refresh on both the dashboard and the saved view to no avail.  Thoughts?

5 REPLIES 5
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Master Anaplanner/Community Boss

Re: Saved View not Changed in Dashboard

jedge@dsi.com 

That's correct. the formatting and view will not resolve on the dashboard automatically. Only the data.

You will have to remove the old one and add the new one.

That would be really cool though - you should consider making that an idea!

https://community.anaplan.com/t5/Idea-Exchange/idb-p/AnaplanIdeas

 

Alternatively, you could just use the drop down on the dashboard to make your format changes. But that will not be reflected in your view.

DasbhoardOverride001.png


Jared Dolich
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Frequent Contributor

Re: Saved View not Changed in Dashboard

Hi jedge@dsi.com 

 

yes that's the current behavior, as correctly mentioned by @JaredDolich  if you make changes on the saved view, they don't get reflected on the dashboard, you need to republish the view.

This is true for exports as well, if you change the view of the export you still get the old export, until you modify the export action.

 

Thanks,

Yash 

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Master Anaplanner/Community Boss

Re: Saved View not Changed in Dashboard

@Yash1 

Thank you!!! It never occurred to me about the exports.

And it's been a real problem for me - that makes so much sense.

Really appreciate that little nugget!

Nice.


Jared Dolich
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Frequent Contributor

Re: Saved View not Changed in Dashboard

Hi @JaredDolich ,

 

And as you mentioned earlier, it would be really cool if this can be shared in idea exchange and can be fixed in next few releases. It would make many things easier to maintain.

 

Thanks,

Yash

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Certified Master Anaplanner

Re: Saved View not Changed in Dashboard

Hi,

 

The functionality you have described does work in the New UX. Please bear this in mind as you migrate to the new UX as your dashboards will update when you change a saved view.