Exploring the Dashboard Editor

Dashboard Editor


../_images/dashboard_editor.png


Component

Description

Navigation Pane

Access other features of the Application Portal, such as managing Widget Template and importing Data Source

Sidebar

Add a new project, page, or template and access them from here

Page Editor

Consists of the Toolbar and the Widgets you have created


Page Editor

The Page Editor enables you to create widgets, customize them the way you like, and publish the final work for users to view.

On the main area of the Page Editor, you can resize widgets by dragging their corners, and rearrange them by dragging them around.


../_images/page_editor.png


Toolbar

The toolbar provides numerous options to add new widgets and filters, and configure the settings for the page.


The table below explains the functions of each toolbar button.

Button

Description

add

Add a New Widget, Widget from Template or a Container to the page editor pane.

filters

Create a widget or a global filter. Read more at Adding Filters.

actions

After editing your dashboard page, you can perform these actions: save the page layout, save the page as a template, preview or publish the page, or obtain the page URL for user access.

responsive_mode

Select the respective modes to configure your dashboard page as if it is on a normal web browser, mobile device, or a wide external display.

settings

Configure page appearance in Page Settings, Editor Settings and group widgets under Widget Grouping.

expand

Click this to hide the Navigation Pane and the Application Portal header bar.

Chart Editor

chart_editor

Toolbar

The toolbar of the Chart Editor provides the following functionalities:

Button

Description

back

Return to the Dashboard Editor

refresh_data

Refresh the widget to display the updated Calculated Field

real_scale_preview

Display the actual aspect ratio of the chart within the widget

advanced_mode

Show more options for widget configuration.

expand

Click this to hide the Navigation Pane and the Application Portal header bar.