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Adding objects to a dashboard

A variety of objects can be added to the Dashboard from the left side widget navigation. Before adding an object, ensure that it is supported in the selected sub tab template.

Object

Template

Description

Reports

Canvas & layouts

Add reports in the form of charts, canvas or tables to your dashboard. You can provide interactive reports, report bookmarks, snapshots, or entire report canvas.

Filters

Canvas & layouts

Add report filters to filter data directly on the dashboard.

Text

Canvas

Add headlines or descriptive text. Customize it to match any text styling.

Graphics

Canvas

Add shapes, icons, or lines to further enhance your dashboard’s design.

Images

Canvas

Incorporate static images to your dashboard.

Blueprints & Quick Charts

Canvas

Add chart placeholders or quickly create simple charts directly on the dashboard. 

Code widgets

Canvas

Add custom or Yellowfin packaged code widgets.

Action ButtonsCanvasAdd action buttons that trigger events upon clicking.



Managing dashboard objects

This section covers options to manage objects on a dashboard.


Object actions

Right-click on any object to display a menu of actions you can perform on it. Alternatively, you can click on the  icon that pops over the object to bring up this menu. The options and their functionality are explained below:


Option

Description

Copy

Copy the selected object, or multiple objects to the clipboard.

Paste

Paste the copied object(s) onto the dashboard.

Branch ReportThis is only available for report objects. This option creates a copy of the selected report, along with any filters applied to it. However the SQL query is only run once. You can then display a different chart of the same report, or even a chart and a table.
Edit Report

This is only available for report objects. Allows you to edit the selected report in the Report Builder, by navigating to the selected report step. Options include:

  • Data: Navigates to the report’s data step.
  • Chart:
  Navigates to the report’s chart step.

Align

Aligns the selected object(s) on the canvas according to the following options:

  • Left: aligns selected objects on their left side.
  • Centre Vertically: centred vertically, but doesn’t change position horizontally.
  • Right: aligns objects on their right side.
  • Top: aligns objects to top.
  • Centre Horizontally: centered horizontally, but doesn’t change position vertically.
  • Bottom: aligns objects to bottom.
  • Centre: centrally aligns object.

Duplicate

Creates a duplicate copy of  selected object(s) and displays it onto the dashboard.

Arrange

Change the arrangement of the selected object by moving it to the foreground or background. Options are:

  • Bring to Front: moves the selected object to the front of all other objects if multiple are stacked on top of one another.
  • Bring Forwards: moves the selected object a step forward, when multiple objects are stacked on top of one another.
  • Send Backwards: moves the selected object to the back of other objects if multiple are stacked on top of one another.
  • Send to Back: moves the selected object a step backward, when multiple objects are stacked on top of one another.

Transform

Apply quick rotation options to the selected widget. Options include:

  • Rotate 180: Rotates the object 180 degrees, so if its upright, it rotates upside down.
  • Rotate 90 CW: Rotates the object 90 degrees in a clockwise motion.
  • Rotate 90 CCW: Rotates the object 90 degrees in a counterclockwise motion.
  • Clear Transform: Remove any type of the above transforms applied to the object.
DeleteDeletes the selected object(s).
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