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 |
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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 & layouts | Add headlines or descriptive text. Customize it to match any text styling. |
Shapes | Canvas | Add shapes, icons, or lines to further enhance your dashboard’s design. |
Images | Canvas | Incorporate static images to your dashboard. |
Blueprints | Canvas | Add chart placeholders or quickly create simple charts directly on the dashboard. |
Code widgets | Canvas | Add custom or Yellowfin packaged code widgets, or action buttons. |
Managing dashboard objects
Right-click on any object to display a menu of actions you can perform on it. These options and their functionality are explained below:
Option | Description |
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Copy | Copy the selected object, or multiple objects to the clipboard. |
Paste | Paste the copied object(s) onto the dashboard. |
Duplicate | Creates a duplicate copy of selected object(s) and displays it onto the dashboard. |
Align | Aligns the selected object(s) on the canvas according to the following options:
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Transform | Apply quick rotation options to the selected widget. Options include:
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Arrange | Change the arrangement of the selected object by moving it to the foreground or background. Options are:
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