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Wave Success Center by McKinsey

Edit a Template for All Users

Wave Super Users with access to the Config Manager tool can edit an existing template by replacing it with a new one. Please be sure to confirm with your configuration owner and tenant owner before you make any changes. Additionally, because published changes will appear immediately in your company's live Wave tenant, you may wish to publish changes outside of regular office hours or when Wave usage tends to be high so as to minimize any interrupt to users.

Before you begin this process you will need to save the edited workbook, including any layout changes, you wish to upload as My Dashboard

 

Step-by-step Instructions

1. Select Manage Dashboard/Template Workbooks from the options at the bottom of the screen in the Config Manager tool, then click on Update Template. Choose the dashboard you want to update from the dropdown list and click Continue. In this example, we select Overview of my initiatives' impacts.

Template dashboards.gif

 

2. Choose the saved workbook that will be your source. This is the workbook that you have saved as My Dashboard. Here we select My version - Impact tracking (actuals), and click Continue.

Template dashboards 2.gif

 

3. At the prompt, click on Publish to make your changes live. You may also wish to update approver group names or update a dashboard for all users at this point. 

When you are ready, follow the prompts to complete the publish. Please be patient! This process will take a few moments, but you will receive confirmation when the publish is successfully complete and your changes are live for all users. 

Template dashboards 3.gif

 

Download changes

In the event your environment is locked and the Publish option is grayed out, or you wish to push your changes to sandbox first, you can select Download Changes to create a file with your changes that can be sent to your configuration owner.

Framed Download Config Manager Changes.png

 

Should you experience any issues or errors while using the Config Manager, please consult the FAQs.