Canvas Dashboard Builder

Using Dashboard Canvas, complex designs can be achieved with the ability to freely place a variety of rich content items in any position, and to fine-tune the look and feel of those objects. 

The Canvas layout of dashboard is discussed below:

1Dashboard sub tab templateThe mid-section of a dashboard displays the selected sub tab template. This could either be the dashboard canvas or a static layout.
The dashboard canvas has a fully flexible layout, that allows you to drop objects, such as reports, filters, texts, images, shapes, and more, anywhere. 
2Global content containerContent containers on either side of the sub tab, are where you can drop global objects that are visible on the entire dashboard, not just specific sub tabs. The positioning of these objects will be fixed. These are ideal for adding filters.

Objects that can be placed in global content containers include filters and associated reports.
3Left side navigation filtersThis button brings out a panel to apply filters. The panel shows all filters added to the dashboard, and serves as an alternate style of displaying filters. 
4Sub tab buttonManage sub tabs contained in this dashboard. You can view a list of sub-tabs, reorder them, open a tab, or create a new sub tab.
5Report WidgetsSearch for and add existing reports to the dashboard. If the report has snapshots and bookmarks, you can add those too.
6Filter WidgetsDrag filter widgets from this panel to add filters anywhere on the dashboard.
7Text Widgets*Drag in a Text Widget onto the dashboard.
8Graphic Widgets*The Graphic panels allows you to include graphical elements, such as shapes, icons and lines to the dashboard.
Only supported in dashboard canvas.
9Image Widgets*Allows you to add a pre-existing image or a new one through the Image manager.
Only supported in dashboard canvas.
10Code Widgets*Used to add Code widgets or Action Buttons to your dashboard. This panel contains multiple out-of-the-box widgets and action buttons, along with custom ones added by users.
11Blueprint*Allows users to wireframe a dashboard design, and upon further configuration, create Quick Charts directly on the dashboard.
Only supported in dashboard canvas.
12Dashboard NameShows the name of the dashboard. Double-click here to update the dashboard name.
13Create sub tabClick on this position to add another sub tab to your dashboard. This initiates the tab creation process.
14Sub tab nameShow the name of the dashboard tab. Double-click here to update the sub tab name. Click on a name to open the sub tab.
15Tab navigationClick on the backward and forward buttons to navigate back and forth between the dashboard sub tabs.
16Undo, RedoAllows you to undo or redo the last few changes done on the canvas.
17Preview ButtonJump into preview mode to preview and test the dashboard in its working form, without publishing it.
More ButtonThis button lets you perform other actions on the dashboard. These include:
  • Refresh Dashboard: This option re-runs all the reports in the dashboard.
  • Delete Version: Deletes all dashboard content created or edited in Code Mode. (Note: this is only visible to the users who have the Code Mode role function. It also only appears if the dashboard has any custom code added through Code Mode). Warning: This action is irreversible and cannot be undone. Tip: A dashboard edited in code mode will not run if the Code Mode configuration is turned off. However, if a permitted user deletes all Code Mode content, the dashboard will be able to run.

Publish buttonUse this to publish the dashboard, making it accessible to all users.
20Properties PanelThis panel displays configuration properties for the dashboard or any selected object. You can use this to configure and customize the selected dashboard object, including changing font color, font, background, positioning, size, and other details.

Note that this panel can be easily moved, hidden or expanded again.
21Exit buttonExits the dashboard builder. When existing, the following options will appear:
  • Discard draft: Delete the draft dashboard when closing it.
  • Publish: Publish the dashboard. When publishing, you will need to define its name and description, select a folder to save it in, and specify user access details.
  • Close: Close the dashboard builder. The dashboard will be auto-saved as draft.
Note: Marked items(*) are only supported in the dashboard canvas layout.