The Dashboard tab is where you’ll preview your dashboard, add new components and adjust the properties of each component.
All dashboards make use of these components:
- Canvases: a page of your dashboard is called a canvas.
- Sections: each canvas contains sections.
- Widgets: widgets are interactive dashboard elements for filtering or visualising data.
Dashboards can have more than one canvas. A canvas is simply a page for the dashboard. Switching to a different canvas is like turning the page in a book. Each canvas should only be as large as the screen you expect readers to view it on. The value of the dashboard to a reader is reduced if they need to scroll to view all the content.
In the sidebar
Use the canvas title field to name each canvas. You can add more explanatory text or instructions for interacting with the canvas content into the canvas subtitle. Customise each canvas with an icon (and icon colour), background colour, title text colour and subtitle text colour.
You can also adjust the size and alignment of the title and subtitle in the canvas. If you want to hide the title or subtitle, you can do this by disabling the show title and show subtitle options.
If you have a logo image that you’d like to use to customise the canvas further, you can use the logo setting of each canvas to add a logo. The logo will appear to the left of the icon. Each canvas can have its own logo.
Tabs are displayed along the top of a canvas and represent the canvases in your dashboard. You can click on a tab to open the corresponding canvas. This is useful when navigating between canvases in your dashboard.
The text in a tab reflects the text entered in the title field of a canvas. The colour of the text in the tab will also inherit the colour applied to the title in that canvas. This makes it easier to locate a particular canvas.
Tabs will also collapse into a single dropdown menu if there are too many to fit within the width of your screen. You can select the canvas you want to view from this dropdown menu and arrange the order they appear here.
Use sections to divide and organise each canvas. A canvas must have at least one section and may have as many sections as you need. Readers shouldn’t need to scroll to view all dashboard sections, but it is a good idea to use a section for each topic area of your canvas. If a topic is too large for a single section, consider making it its own canvas.
In the sidebar
Give each section a concise title that describes the topic of that section. You can add more explanatory text or instructions for using the widgets using the section subtitle. You can give each section an icon (and icon colour), background colour, title text colour and subtitle text colour.
Use the section properties to decide if a section should be collapsible by the reader. You are also able to adjust the section width basis here. This property is used in conjunction with the widget with property to ensure that your dashboard components are aligned according to your needs.
You can duplicate, delete and move sections between canvases. These icons appear in the sidebar and above the selected section. If you are moving a section from one canvas into another, you can select where to position it in the new canvas. Once moved, the section will keep all of its settings. Any widgets contained within the section will also move with the section to the new canvas.
Each section can be customised for printing purposes too. You can choose whether a section should be included when the dashboard is printed or if it should be forced on to a new page when printed.
Widgets are the interactive components of your dashboard. You can add widgets into each section and connect them to your data sources and display your data. There are 12 widgets in the current version of the dashboard builder:
- Date picker: choose a date from a calendar pop-up.
- Select box: choose a text string from a dropdown menu.
- Tile: view a tile containing a single value.
- Table: view a simple, tabular report.
- XY scatter chart: view data plotted against x and y-axes.
- Time series chart: view data plotted against a time line.
- Categorical chart: view data plotted against a categorical x-axis.
- Radar chart: view data from several different variables in a radar chart.
- Matrix: view a tabular report with defined fields for the columns, rows and values.
- Pie and donut chart: view categorical data in pie or donut chart format.
- Aggregation table: choose how you want to generate rows, then add as many columns as you need and filter or aggregate each column separately.
- Content widget: add blocks of text and images then adjust the text size, style, colour and alignment as well as add bullet points or numbered lists. To supplement your written content, add links, tables, images, block quotes and horizontal rules.
In the sidebar
You should use the widget title field to give each widget a name. Add more explanatory text or instructions for using the widget into the widget subtitle field. Customise each widget with its own icon (and icon colour), background colour, title text colour and subtitle text colour.
You can also duplicate, delete and move widgets between canvases. These icons appear in the sidebar and above the selected widget. When moving the widget from one canvas into another, you can select the section of the new canvas that the widget will move into. The widget will keep all of its settings once moved into the new canvas. This includes the data it displays, any conditional formatting and advanced properties.
For more information about adding and editing widgets, read the article titled Adding a widget.
Occasionally, a dashboard might have errors that prevent the components in the dashboard from working as intended (like missing properties or broken filters). When this occurs, the dashboard builder will attempt to automatically repair your dashboard and you’ll see a repair message next time you open the dashboard.
If you see a message saying your dashboard has been automatically repaired, you can view the fixes that have been made.