Dashboard options before publishing

Go Back

The Go Back tab navigates the user to the KPI creation page, where all necessary tools, such as attributes, measures, chart types, and configuration options, are available to build or modify a KPI from scratch.

Custom Insights

It empower users to design their data views by selecting relevant metrics, dimensions, filters, and visualization types. This feature is ideal for those seeking complete control over their analysis and wanting to generate insights aligned with specific business questions or reporting goals. Users can analyze trends, compare segments, and apply custom aggregation logic. Once created, these insights can be saved and reused for future exploration.

These are pre-established templates that summarize data analyses chosen by the user. They include trends, correlations, outliers, forecasting, change, and top-bottom analyses. Developers can create these templates, which are accessible to viewer users.

Save a copy

The “Save a copy” feature allows users to create a duplicate version of the current dashboard or KPI configuration. This is useful when you want to:

• Make changes without affecting the original version.
• Use an existing dashboard as a template for a new one.
• Preserve different versions for comparison or backup.

Once clicked, it generates a separate, editable copy that can be modified, renamed, and published independently of the original.

Filter

Refer to user guide on creating filter.

Customize

The Themes panel in the dashboard customization settings enables users to adjust the visual style of their dashboard to match personal or organizational preferences. These options help maintain a consistent, user-friendly, and visually appealing interface.

Below are the available options:

Dashboard Theme

• Choose between Light or Dark mode for the dashboard background and layout.
• This setting affects the visual tone and contrast of the interface, improving readability and user comfort based on viewing preferences.

Tooltip Theme

• Lets you choose the appearance of tooltips (the small popups that appear on hover over charts).
• You can select either a Light or Dark theme independently of the dashboard theme for better visual clarity.

Chart Colors

• Offers multiple color palettes to customize how data is displayed in charts and graphs.
• You can choose a color scheme that aligns with your brand, enhances readability, or provides better visual contrast.

Appearance

Dashboard

The Appearance tab in the dashboard customization settings provides users with detailed options to fine-tune their dashboard’s layout and visual styling. These settings help create a design that aligns with branding requirements, improves visual clarity, and enhances overall user experience.

Below are the available customization options:

• Font Family:
  Choose the font style for the dashboard’s text to match branding or improve readability.
• Background Color:
  Select from preset background colors to quickly change the look and feel of the dashboard.
• Background Image:
  Upload a custom background image to personalize the dashboard.
  • Cover: Stretches the image to fill the background area.
  • Tiles: Repeats the image in a tiled pattern.

• Margin Settings:
  Adjust the spacing around the dashboard content (Top, Right, Bottom, Left) to control the layout and spacing.

• • The link icon binds/unbinds all sides so you can apply margins uniformly or individually.
• Visibility Options
  • Hide dashboard header section: Removes the top header to create a cleaner view.
  • Hide dashboard current selection section: Hides the current filter selections for a more minimal interface.

Cards

The Card Customization settings provide detailed control over the visual styling of individual cards (like KPIs or visual tiles) within the dashboard.

• Display Options
  • Hide filter scope icon: Removes the filter scope icon from the card for a cleaner look.
  • Hide schema name: Hides the data schema/source name from the card.
  • Hide data display limit: Removes any data limit message on the card.
• Background & Padding
  • Background color: Allows you to choose a background color from a preset palette.
  • Padding: Lets you control the inner spacing (top, right, bottom, left) within the card. You can link the values to apply them uniformly or set each side individually.
• Box Shadow
  • Box shadow toggle: Enables or disables shadows around the card.
  • X/Y: Controls the horizontal and vertical offset of the shadow.
  • Blur: Determines the blur intensity of the shadow.
  • Opacity: Sets the transparency level of the shadow.
  • Shadow color: Customize the color of the shadow.
• Header Styling
  • Font size: Adjusts the size of the header text.
  • Font style: Apply bold, italic, or underline formatting.
  • Text alignment: Align header text left, center, or right.
• Border Styling
  • Border toggle: Show or hide the border around the card.
  • Border color: Choose from preset color options to match the dashboard theme.
  • Stroke size: Adjusts the border thickness.
  • Radius: Controls the roundness of the card’s corners.
• Header Text Color
  • Choose a color for the header text that ensures good contrast with the card background.

Widget

The Widget Settings panel shown in the image allows users to control the visibility of specific UI elements within a widget (such as a chart, KPI card, or table) on the dashboard.

Here’s what each option does:

• Hide filter scope icon: When enabled, it hides the small icon that usually indicates which filters are applied to the widget. This helps create a cleaner, distraction-free display.
• Hide schema name: When checked, it removes the display of the underlying data source or schema name from the widget. This is useful when you want to simplify the view for end-users and avoid showing technical details.