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Creating dashboards
To create a dashboard,
- Open the Dashboard page by clicking on
Dashboard
in the top menuNavigate to the visualise tab under the 'Setup' space. - Click on the round + sign button at the end top right of the dashboards list of existing dashboardspage.
- Alternatively, you can use the save 'More' button's dropdown to create a dashboard from the current search query.
Name your dashboard and provide an initial query (you can change both the name and the query later on). To include all documents, leave the query empty. - Press SAVE.
Directly after creation, you are presented with a fresh dashboard , an empty widget and a configuration panel for it.
where some widgets are put together to give you a head start, along with a link to the documentation to the widgets.
Continue with the next sections to learn how to configure the newly created dashboard.
Dashboard Editing
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To enter editing mode,
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Interface
- On creating a new dashboard, you automatically land on the edit mode of the dashboard
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You are now in editing mode.
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- The navigation bar shows you the Project name and the dashboard name.
- In the center of the nav bar is are toggle buttons which allows you to switch between the desktop and the mobile version of the dashboard. More about the mobile dashboard editor here.
- On the right of the nav bar, there is a switcher button which allows you to switch between the edit and the view mode of the dashboard. Clicking on 'Exit' button exists the editor and takes you back to the list of dashboards.
- The dashboard editor consists of two panels, the tree panel on the left and the properties panel on the right.
- The tree panel lists the entities like dashboard, layers and widgets while the properties panel displays the config. options to configure the entity selected from the tree panel.
- The properties panel has a L | R button which allows you to switch the positioning of the properties panel to the left or the right of the screen. The system also remembers your preference for the panel positioning.
Dashboard Properties
To change your dashboard's main query or title,
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