Dashboard - Customising Layouts

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Dashboard - Customising Layouts

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Dashboard slot sizes and layouts can be configured by using the Right-Click menu. The following options are available:

It is also possible to Rearrange Slot Contents.

Choosing a Dashboard Size

The following dashboard sizes are available:

2 x 2
4 x 4
4 x 6
18 x 8

The initial dashboard size determines the row height of slots on the dashboard. Adding a ROW adds a row that has the same dimensions as the initial dashboard row.

18 x 8

The 18 x 8 dashboard layout gives greater control over dashboard layout - resize slots using "Increase/Decrease Height/Width" until the desired layout is achieved.

18 x 8

The number of rows for this dashboard is fixed
The maximum number of filled slots on the 18 x 8 dashboard is 24
It is not possible to add rows to this dashboard layout

Add Row

Adds another row to the dashboard. A maximum of 8 rows can be displayed on a dashboard.

Note: Adding another row to the dashboard will cause the dashboard to scroll.

Add Column

Adds another column to the dashboard by decreasing the width of existing columns.

Note: Adding columns to the dashboard does not cause the dashboard to scroll.

Delete Last Row

Deletes the last row from the dashboard.

Note: A minimum of 1 row must be present in the dashboard

Delete Column

Deletes the selected column.

Note: At least one column must be present on a dashboard.

Increase Width

Increases the width of the current slot by one current width:

Increase Slot Width

If the slot contains a dashboard component (i.e., a report), the component will be automatically resized with the slot.

The width of a slot can only be increased into the space occupied by the slot immediately to the right of the active slot.

Preserving Data in an adjacent slot

NOTE: Increasing the width of a slot will delete any components that are in the adjacent slot.

Preserving Data In Slot

If there is a need to preserve the data that is in the adjacent slot, before increasing width, several options are available:

Right-Click | Open Copy on the component in the adjacent slot. This will create a new workspace tab with a copy of the data in the selected slot.
Drag slot into another slot. Profile components allow the user to drag their content directly into adjacent slots. To drag a component from one slot to another, make sure the dashboard is in DESIGN mode and hold down the CTRL key while dragging.

Decrease Width

Decreases the width of the current slot by one slot width. If the slot contains a dashboard component (i.e., a report), the component will be automatically resized with the slot.

Increase Height

Increases the height of the current slot by one slot height. If the slot contains a component, the component will be automatically resized with the slot.

Note: See “Increase Width” for tips on preserving data in adjacent components before changing slot height.

Decrease Height

Decreases the height of the current slot by one slot height. If the slot contains a dashboard component (i.e., a report), the component will be automatically resized with the slot.

Rearranging Slot Contents

Drag and Drop

The following component types support being moved directly from one slot to another by drag and drop:

Profiles
1. Simple Profile
2. Crosstabs
3. Index Profiles
4. Multi-Function Profiles
5. Multi-Field Profiles

To drag a component from one slot to another, make sure the dashboard is in DESIGN mode and hold down the CTRL key while dragging.

Open Copy

For components that don’t support rearranging via drag and drop, use the Open Copy command:

Put the dashboard in design board
Right-click the component to be moved
Choose Open Copy – a new workspace tab will be opened with a copy of the slot contents
Drag the new workspace tab into the desired location
If necessary, use Right-Click | Delete Entry to remove the old component