Dashboard Designer

Dashboard Designer top menu bar

This menu bar houses various functions and options for designing and customizing your dashboards.

1. The VIEW button allows you to preview the dashboard at runtime. It becomes accessible on the menu bar after saving your dashboard. When you open an existing dashboard, it is initially displayed in View mode. To make edits or add new visuals, simply switch to Edit mode by clicking the EDIT button. You can switch back to View mode by clicking the VIEW button.
2. The LAYOUT button allows you to modify the layout of the dashboard. It appears on the menu bar once your dashboard has been saved. For more information on adjusting the arrangement of visuals on a dashboard, see Customizing dashboard layout.
3. The SAVE button allows you to save all changes made to the dashboard.
4. The Supplemental menu offers access to additional functions:

   

   • Clone lets you clone the current dashboard.
   • Email allows you to create an email job for the current sheet.
   • Add to Favorites lets you mark frequently-used dashboards as favorites for quick access. This option becomes available after you have initially saved your dashboard.
   • Set as Homepage lets you change your home screen to the current dashboard. This option is accessible once you have saved your dashboard.
   • Export allows you to export all dashboard elements. This feature is enabled after saving your dashboard.
   • Show Usage Info provides access to profile data, providing insights into usage. For more information, see Showing usage information.
   • New Dashboard lets you create a new dashboard.
   • Delete Dashboard lets you remove the current dashboard.
   • Save As Template allows you to use the current dashboard as a new temaple. Templates facilitate the rapid creation of dashboards from a dataset.
5. The workspace selector allows you to assign your dashboard to a different workspace. Dashboards can belong to public, private, or a custom workspace, but they can only exist in one workspace at any time.

Dashboard preview area

The dashboard preview area shows the contents of the dashboard, that is all filters and visuals you have added to it. You can also find here the title and subtitle of the dashboard. When you start building a new dashboard, this area is empty.

1. The title area contains two editable fields where you can add the title and subtitle of your choice. Both are empty when you create a new dashboard.
   • enter title...
   • enter subtitle...
2. Dashboard actions
   • Parameters
   • Back
   • Forward
   • Reset
   • Information
   When you save a new dashboard the supplemental menu icon is added to the dashbord actions offering the following options:

   • Email – You can use it to send the dashboard in an email. For more information, see Emailing a dashboard
   • Download as... – You can use it to download the dashboard as an image or in PDF format. For more information, see Downloading a dashboard
   • Get URL – You can use it to obtain the default URL of the dashboard or generate a short URL for it. For more information, see Getting the dashboard URL.
3. The filter area contains the filter controls that allow you to dynamically change the dashboard presentation at run time. Filters can be defined on any column of the dataset by pulling the appropriate field from the Filters menu.
4. The visuals area contains the visuals of the dashboard. It is empty when you create a new dashboard. To add visuals, use the Visuals menu.

Dashboard Designer side menu bar

1. The dashboard menu selector enables you to choose between different menus in the Dashboard Designer.
   • Visuals – This menu allows you to add visuals to your dashboard.
     • Recently Created Visuals show you the new visuals added recently.
     • The Connection drop-down list lets you select an alternate connection. It is available in both the Visuals and Filters menus.
     • The Dataset drop-down list lets you select an alternate dataset. It is available in both Visuals and Filters menus.
     • The NEW VISUAL button enables you to start a new visual from within the dashboard.
     • Existing visuals that belong to the specified dataset are displayed lower on the menu. Changing the dataset gives access to other visuals. You can click the visuals to add them to the dashboard.
   • Filters – This menu allows you to add filters to your dashboard.
     • The CREATE CUSTOM FILTER button allows you to create a custom filter based on any parameter and add it to your dashboard.
     • The Connection drop-down list lets you select an alternate connection. It is available in both Visuals and Filters menus.
     • The Dataset drop-down list lets you select an alternate dataset. It is available in both Visuals and Filters menus.
     • Dimensions show you all fields by dataset that you can use as a filter.
     • Measures show you all fields by dataset that you can use as a filter.
   • Settings – This menu provides you with several options for dashboard display settings.
     • General
     • Filter Settings
     • Downloads
     See Customizing general settings for dashboards for more information.
   • Style – This menu provides you with various styling options for dashboards.
     • Dashboard Basics
     • Dashboard Title
     • Dashboard Subtitle
     • Filters
     • Visual Borders
     • Custom Style
     See Customizing style for dashboards for more information.
2. If you already have a visual or visuals available in the dashboard and you are working on one of them, you can also see the visual menu selector in the side menu bar. It enables you to choose between different menus in the Visual Builder.
   • Build
   • Settings
   • Style
   For more information about these visual menu options, see Visual Builder.
3. At the top right corner of the Dashboard Designer side menu, you can click the [expand] icon to increase its width. To decrease the size of the pane, you can click the [compress] icon.