(DOCSP-32375) Update Dashboard landing (+ update Create a New Dashboard and Export a Dashboard procedures). (#615)

* (DOCSP-32375) edited Dashboards procedure.

* (DOCSP-32375) Formatting procedure.

* (DOCSP-32375) Formatting procedure.

* (DOCSP-32375) Formatting procedure.

* (DOCSP-32375) Added directions to reach Dashboards Page.

* (DOCSP-32375) Replaced Dashboard landing screenshot

* (DOCSP-32375) Edits.

* (DOCSP-32375) Edits.

* (DOCSP-32375) Edits.

* (DOCSP-32375) Edits.

* (DOCSP-32375) Formatted step

* (DOCSP-32375) Export dashboard procedure.

* (DOCSP-32375) Export dashboard procedure.

* (DOCSP-32375) Export dashboard procedure.

* (DOCSP-32375) Export dashboard procedure.

* (DOCSP-32375) Export dashboard procedure.

* (DOCSP-32375) Bullet list format.

* (DOCSP-32375) Bullet list format.

* (DOCSP-32375) Bullet list format.

* (DOCSP-32375) Bullet list format.

* (DOCSP-32375) Edited export charts (DOCSP-31734).

* (DOCSP-32375) Procedure formatting.

* (DOCSP-32375) Internal review edits.

* (DOCSP-32375) Internal review edits.

* (DOCSP-32375) Internal review edits.

Author: eforeman-mdb

source/dashboards.txt

@@ -24,9 +24,10 @@ display. Dashboards can be shared with other users.
 Dashboards Page
 ---------------
 
-The :guilabel:`Dashboards` page shows all dashboards you have access to
-view. To learn more about dashboard permissions in |charts|, see
-:ref:`Dashboard Permissions <dashboard-permissions>`.
+The :guilabel:`Dashboards` page shows all dashboards you have access to view. 
+To get to your project's :guilabel:`Dashboards` page, click :guilabel:`Charts` in the |service| navigation bar. 
+
+To learn more about dashboard permissions in |charts|, see :ref:`Dashboard Permissions <dashboard-permissions>`.
 
 .. figure:: /images/charts/charts-dashboard-landing.png
    :figwidth: 750px
@@ -52,25 +53,26 @@ the list. You can change the sort order by using the
 Create a New Dashboard
 ----------------------
 
-To create a new dashboard:
-
-1. From the :guilabel:`Dashboards` page, click the
-   :guilabel:`Add Dashboard` button.
+To create a new dashboard: 
 
-#. In the :guilabel:`Add Dashboard` dialog, enter a title for your
-   dashboard.
+.. procedure:: Create a New Dashboard
+   :style: normal 
 
-#. (Optional) Enter a :guilabel:`description` for your dashboard.
+   .. step:: From the :guilabel:`Dashboards` page, 
+      click :guilabel:`Add Dashboard`.
 
-#. Click :guilabel:`Create`.
+   .. step:: In the :guilabel:`Add Dashboard` dialog, 
+      enter a :guilabel:`Title` for your dashboard. Optionally, enter a :guilabel:`Description`. 
 
-After after clicking the :guilabel:`Create` button you are taken
-to the page for your newly created dashboard, where you are prompted to
-add the first chart to your dashboard:
-
-.. figure:: /images/charts/charts-dashboard-new.png
-   :figwidth: 750px
-   :alt: Charts New Dashboard Example
+   .. step:: Click 
+      :guilabel:`Save`. 
+      
+      |charts-short| opens your newly created dashboard and prompts you
+      to add the first chart to your dashboard:
+   
+      .. figure:: /images/charts/charts-dashboard-new.png
+         :figwidth: 750px
+         :alt: Charts New Dashboard Example
 
 .. _sample-dashboard:
 .. _add-sample-dashboard:
@@ -88,32 +90,33 @@ examples of charts you can create.
    sample dashboard in your |charts-short| project. This can be useful 
    if you have changed a sample dashboard and want a fresh copy.
 
-To create a sample dashboard:
+To add a sample dashboard:
 
-1. From the :guilabel:`Dashboards` page, expand the
-   :guilabel:`Add Dashboard` dropdown menu.
+.. procedure:: Create a Sample Dashboard
+   :style: normal 
 
-#. Select :guilabel:`Add sample dashboard`.
+   .. step:: From the :guilabel:`Dashboards` page, 
+      expand the :guilabel:`Add Dashboard` dropdown menu and select :guilabel:`Add sample dashboard`. 
 
-#. Select a category of sample data with which to create a sample 
-   dashboard. You can choose from the following sample dashboards. 
-   
-   .. note:: 
-      
-      Each of the following links provides a public preview version of 
-      a sample dashboard where you can experiment with 
-      :ref:`dashboard filtering <dashboard-filtering>` 
-      and :ref:`interactive filtering <interact-with-charts>`.
+   .. step:: In the :guilabel:`Add sample dashboard` modal, 
+      select a category of sample data with which to create a sample dashboard. 
+      You can choose from the following sample dashboards: 
 
-   - `Product event metadata <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f973-045a-4862-83f4-514e7d2df8fc?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
-   - `Sales records <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6139c-742a-4572-8921-a318dfb26bd6?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
-   - `System metrics for observability <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f9a1-40f8-460f-862f-c5f0a8ab45ad?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
-   - |iot| `time series data <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f9ce-742a-4509-8d36-a318df9c1fe2?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
-   - `Movie data <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f9df-b820-471a-87f3-6390d7e0dc74?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
+      - `Product event metadata <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f973-045a-4862-83f4-514e7d2df8fc?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
+      - `Sales records <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6139c-742a-4572-8921-a318dfb26bd6?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
+      - `System metrics for observability <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f9a1-40f8-460f-862f-c5f0a8ab45ad?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
+      - |iot| `time series data <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f9ce-742a-4509-8d36-a318df9c1fe2?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
+      - `Movie data <https://charts.mongodb.com/charts-embedding-examples-wgffp/public/dashboards/63f6f9df-b820-471a-87f3-6390d7e0dc74?ajs_event=Link%20from%20Charts%20docs&ajs_prop_referrer=https://www.mongodb.com/docs/charts/>`__
 
-After you select a category of sample data, |charts-short| 
-creates a new :guilabel:`Sample Dashboard` of which you are the 
-``Owner``.
+      .. note:: 
+      
+         Each of the above links provides a public preview version of 
+         a sample dashboard where you can experiment with 
+         :ref:`dashboard filtering <dashboard-filtering>` 
+         and :ref:`interactive filtering <interact-with-charts>`.
+   
+   .. step:: Click :guilabel:`Add and Open` 
+      to create a new :guilabel:`Sample Dashboard` of which you are the ``Owner``.
 
 You can also create a :guilabel:`Sample Dashboard` by going through 
 the |charts-short| :ref:`Welcome Experience <welcome-experience>`.
@@ -169,7 +172,23 @@ Export a Dashboard to a File
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
 You can export a dashboard to a single file named 
-``<Dashboard-Title>.charts``. The file contains the metadata for the 
+``<Dashboard-Title>.charts``. 
+You can export a dashboard from the :guilabel:`Dashboards` page or from 
+the dashboard itself. 
+
+To export a dashboard:
+
+.. procedure:: 
+   :style: normal
+
+   .. step:: If you are on the :guilabel:`Dashboards` page, click the ellipsis 
+      (``...``) for the dashboard you want to export. If you are already viewing a specific dashboard, click the ellipsis 
+      (``...``) in the top right corner.
+
+   .. step:: Click 
+      :guilabel:`Export as .charts`. 
+
+The ``<Dashboard-Title>.charts`` file contains the metadata for the 
 dashboard, including:
 
 - Dashboard name and description
@@ -188,7 +207,7 @@ dashboard, including:
   - Filter allow list
   - Injected filter code 
 
-The file **doesn't** include: 
+The ``<Dashboard-Title>.charts`` file does **not** include: 
 
 - Dashboard :ref:`permissions <dashboard-permissions>`
 - External sharing settings for the data sources used
@@ -198,91 +217,96 @@ The file **doesn't** include:
 You must have ``Viewer`` or higher :ref:`permissions 
 <dashboard-permissions>` to export a dashboard.
 
-You can export a dashboard from the :guilabel:`Dashboards` page or from 
-the dashboard itself. To export a dashboard:
 
-1. If you are on the :guilabel:`Dashboards` page, click the ellipsis 
-   (``...``) for the dashboard you want to export.
 
-   If you are on a dashboard, click the ellipsis 
-   (``...``) in the top right corner.
 
-#. Follow the browser prompts to download the file.
 
 .. _import-dashboard:
 
 Import a Dashboard From a File 
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
 You can import a dashboard from a file on the :ref:`Dashboards page 
-<dashboards-tab>`. The file to import: 
+<dashboards-tab>`. 
+
+The file to import: 
 
 - Can't be larger than 16 MBs
 - Must be a valid ``.charts`` file that you downloaded from a 
   dashboard
 
-From the :guilabel:`Dashboards` page:
-
-1. Click the :guilabel:`Add Dashboard` dropdown and select 
-   :guilabel:`Import Dashboard` to display the :guilabel:`Import 
-   Dashboard` modal.
+To import a dashboard from a file: 
 
-#. Drag and drop the file to import or click :guilabel:`Choose File` 
-   and select the file to import.
+.. procedure:: Import a Dashboard From a File
+   :style: normal 
 
-#. Click :guilabel:`Next`.
+   .. step:: From the :guilabel:`Dashboards` page, 
+      expand the :guilabel:`Add Dashboard` dropdown menu and select :guilabel:`Import Dashboard`. 
 
-#. Click the pencil icon :icon-fa4:`pencil` under 
-   :guilabel:`Data source at destination`.
+   .. step:: In the :guilabel:`Import Dashboard` modal, drag and drop the file to import 
+      or click :guilabel:`Choose File` and select the file to import.
 
-#. Select the data source for the dashboard.
-   
-   The :guilabel:`Import Dashboard` modal displays a list of all the 
-   data sources used by the file being imported under :guilabel:`Data 
-   source in file` column. For each data source in the file, select a 
-   :guilabel:`Data source at destination`: 
+   .. step:: Click 
+      :guilabel:`Next`.
 
-   .. list-table::
-      :header-rows: 1
-      :widths: 20 40  
+   .. step:: Click the pencil icon :icon-fa4:`pencil` 
+      under :guilabel:`Data source at destination`.
 
-      * - Option 
-        - Description 
+   .. step:: Select the :guilabel:`Data source at destination` 
+      for each :guilabel:`Data source in file`.
 
-      * - :guilabel:`Connect later`
-        - Option to choose the data source to use later. |charts| 
-          imports all charts using the :guilabel:`Data source in file`, 
-          but no data source is selected. The charts don't render until 
-          you edit each chart and choose a new data source. 
-
-      * - :guilabel:`Connect now`
-        - Option to select any data source in your project. The data 
-          source you select is used instead of the :guilabel:`Data 
-          source in file` for charts imported in to the dashboard.
-
-          To select a data source, select a deployment from the first dropdown, then select a database and a data source.
-
-      * - :guilabel:`Exclude charts using this data source`
-        - Option to exclude charts that use the :guilabel:`Data source 
-          in file`. Charts that use the :guilabel:`Data source in 
-          file` won't be imported.
-
-   If |charts| detects that a data source in your project is the same 
-   as the data source in the file, that data source is selected by 
-   default. Otherwise, :guilabel:`Connect later` is selected by default.
+      The :guilabel:`Import Dashboard` modal displays a list of all of the data
+      sources you are importing under the :guilabel:`Data source in file` column. 
+      To connect each data source from your imported dashboard to a data source in your destination project, 
+      choose one of the following options under the :guilabel:`Data Source at Destination` column: 
+
+      .. list-table::
+         :header-rows: 1
+         :widths: 15 40  
+
+         * - Option 
+           - Description 
+       
+         * - :guilabel:`Connect later`
+           - Option to choose the data source to use later. |charts| 
+             imports all charts using the :guilabel:`Data source in file`, 
+             but no data source is selected. The charts don't render until 
+             you edit each chart and choose a new data source. 
+
+         * - :guilabel:`Connect now`
+           - Option to select any data source in your project. The data 
+             source you select is used instead of the :guilabel:`Data 
+             source in file` for charts imported in to the dashboard.
+
+             If |charts| detects that a data source in your imported dashboard is the same 
+             as the data source in your destination project, that data source is selected by 
+             default. Otherwise, :guilabel:`Connect later` is selected by default.
+
+             To select a data source:
+
+             1. Select a deployment from the first dropdown.
+             #. Select a database from the second dropdown.
+             #. Select a data source from the third dropdown.
+             #. Click :guilabel:`Save`. 
+
+         * - :guilabel:`Exclude charts using this data source`
+           - Option to exclude charts that use the :guilabel:`Data source 
+             in file`. Charts that use the :guilabel:`Data source in 
+             file` won't be imported.
 
    .. important::
 
       Imported charts may not render properly if mapped to a data 
       source that the chart wasn't built to use.
 
-#. Click one of these buttons: 
+   .. step:: Click one of the 
+      following buttons: 
 
-   - :guilabel:`Save` to import the dashboard. 
-   - :guilabel:`Save and Import Another` to import this dashboard and 
-     import another dashboard from a file.
-   - :guilabel:`Cancel` to exit the modal without importing the 
-     dashboard.
+      - :guilabel:`Save` to import the dashboard. 
+      - :guilabel:`Save and Import Another` to import this dashboard and 
+        import another dashboard from a file.
+      - :guilabel:`Cancel` to exit the modal without importing the 
+        dashboard.
 
 .. _fullscreen-view:
 
@@ -296,10 +320,14 @@ the entire space of the screen.
 
 To enter the fullscreen view for dashboards: 
 
-1. Select a dashboard from the :guilabel:`Dashboards` page.
+.. procedure:: Import a Dashboard From a File
+   :style: normal
 
-#. Click the :guilabel:`View full screen` (:icon-fa5:`expand`) icon at 
-   the top-right of the dashboard.
+   .. step:: Select a dashboard from the 
+      :guilabel:`Dashboards` page.
+   
+   .. step:: Click
+      :icon-fa5:`expand` at the top-right of the dashboard.
 
 .. note::
 
@@ -317,7 +345,7 @@ To enter the fullscreen view for dashboards:
 To exit the fullscreen view for dashboards, do one of the following 
 tasks:
 
-- Click the :guilabel:`Exit full screen` (:icon-fa5:`compress`) icon at 
+- Click :icon-fa5:`compress` at 
   the top-right of the dashboard.
 
 - Press the escape key.

source/images/charts/charts-dashboard-landing.png

@@ -9,7 +9,7 @@ visualizations:
 
 1. Click the :guilabel:`Dashboards` tab.
 
-#. Click the :guilabel:`New Dashboard` button.
+#. Click the :guilabel:`Add Dashboard` button.
 
 #. Copy the following into the :guilabel:`Title` input: