Customizing the Dashboard Layout

👤 This documentation is intended for Designers and Data Designers.

Note: Self Service Dashboards is an additional feature. Site administrators can contact their Account Manager for additional information.

By default, widgets are arranged in a dashboard one underneath the other. When a new widget us added, it is added at the bottom of the dashboard.

Widgets can be dragged one on top of another by selecting the widget's title and moving the widget to the relevant location.

The dashboard can also be organized in columns. By default, a dashboard is created with a single column, but up to four columns can be added. Each column can contain multiple widgets, but a widget cannot span more than one column.

The following can be done with organizing and formatting dashboards and widgets:

  • The order of the widgets can be rearranged
  • The widgets in columns can be reorganized
  • The widgets can be added and removed from columns
  • The columns and widgets can be resized

For a short video overview of customizing the dashboard layout, see below:

Layout Mode and View Mode

A dashboard can be viewed in either Layout mode or in View mode.

Layout Mode

Layout mode is the default mode in which new widgets can be added and rearranged on the dashboard as described throughout this section.

The icon above is displayed in the top-right corner of the screen when the dashboard is in Layout mode. Click this button to display View mode.

View Mode

View mode enables the user to see what the dashboard looks like when a user is only viewing the dashboard. In View mode, the dashboard cannot be rearranged or edited.

The icon above is displayed when the dashboard is in View mode. Click this button to display Layout mode.

Adding Dashboard Columns

To change the number of columns, click on the dashboard’s menu, and select Columns and the number of columns.

Moving a Widget on the Dashboard

To move a widget to a different column or position, first make sure that Layout mode (default mode) is selected. The Layout mode indicator is shown below.

The icon above is displayed in the top-right corner of the dashboard.

The icon above is displayed in the top-right to go from View mode to Layout mode.

Click the pencil icon shown above to go from View mode to Layout mode.

Drag and drop the widget into the desired position by dragging it by the top part of the widget.

The position of a widget can be split to contain multiple widgets within a single column by dragging one widget on top of another.

Placing Widgets Side-by-Side

Widgets can be placed side-by-side using one of the following methods:

  • By putting each widget in a different column.
  • By dragging one widget on top of the other. Both of these widgets will then be in the same column.

Resizing Widgets

Resizing the column height or width automatically resizes the widgets in the best possible way.

To resize a widget:

  • Resize the dashboard column in which the widget is located by dragging the edge of the column right or left. All the widgets in this same column are resized accordingly in an optimal manner.
  • Resize the widget by dragging its edges right, left, up or down.

Refer to Ticker widgets below for a description of how an Indicator Widget turns into a Ticker type widget when the height is reduced.

Distributing Widgets Equally on a Row

Multiple widgets can be distributed equally on a row within a dashboard which means that they assume the same width.

To distribute widgets equally, click on the widget’s menu of one of the widgets on the row and select Distribute Equally in This Row.

Adding Widget Titles

Titles can be added to widgets directly in the dashboard view.

If a title was already added when the widget was created in the Widget Designer, the title can be edited directly in the dashboard.

To add a widget title from the dashboard, first click Add Title at the top of the widget and type in the title. To edit a title, click on the existing title and type in the new title.

Click on the green check mark icon to save the title.

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