Overview
When building or editing a Dashboard Tab you will have access to a range of menus, allowing you to configure and customise the tab. Depending on the type of tab and content it contains you will see different groups of menus displayed at different times.
Save Dashboard
Option | Description |
---|---|
Name | Provide a name for the Dashboard Tab that will be displayed on the Tab and in the Browse page. |
Description | Provide a description for the Tab that will help the user understand its purpose. |
Category | Select a Content Category from the drop down list. This will then provide a list of Sub Categories to select from. |
Sub Category | Select a Content Sub Category from the list to store your Dashboard Tab in. Sub Categories spilt up your content, as well as providing a layer of security. |
Tags | Define tags to assign to your tab that will help the user locate them. |
Access | Private - selecting this option activates the Dashboard Security menu, which allows you to define a list of users that can access your tab. |
Dashboard Layout
Option | Description |
---|---|
Sub Tabs | Off - sub tabs are disabled, you can only have one set of content on the tab, with a single layout defined. |
Layout | Select from 1, 2, or 3 Column templates. |
Analytic Setup
This menu allows you to set up several types of links between reports, including;
- Filters
- Time Slider
- Chart Brushing
- Data
- Drill Down
See Analytic Setup for more information.
Series Selection Setup
This menu allows you to link the selectable series on your charts together, so each chart displays the same metric.
See Series Selection Setup for more information.
Filter Settings
This menu becomes available once you have linked filters on your reports through Analytic Setup.
See Formatting Filters for more information.
Dashboard Security
This menu becomes available when you set a Dashboard Tab to be Private on the Save Dashboard menu. Here you are able to add users to the tab audience, and set their permissions to Read, Update, or Delete.
See Tab Security for more information.
Dashboard Settings
Option | Description |
---|---|
Visible Unit Selection | If you have a time series chart displayed on your dashboard, with Visible Unit Selection enabled, you will be able to display the unit selection on the tab by enabling this. |
Default Units | If Visible Unit Selection is enabled, define the default unit to be displayed on the tab. |
Minimum Unit | If Visible Unit Selection is enabled, define the largest selectable unit to be displayed on the tab. |
Maximum Unit | If Visible Unit Selection is enabled, define the smallest selectable unit to be displayed on the tab. |
Help | Enabling tab help allows the user to move through the content and functionality available on a tab and view descriptions that aid their use of the tab. |
Display help when | If Help is enabled, you need to define when the help messages are displayed:
|
Help Text | Provide a helpful description of the tab, to be displayed as part of the tab help. |