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Dashboards

Create

From the left menu, click on Select Dashboard. Click on New Dashboard and then Create. A new blank dashboard will be created.
Dashboard Create

Adding Widgets to Dashboard

  1. Click on a widget from the Add Widget to Dashboard menu to add to the dashboard. A preview window with the widget will be displayed.
  2. Click on 'Add to Dashboard' to add to the dashboard.

    Alternatively, drag the widget into the dashboard.

Add Widget

Widget Resize/Drag

Resize: Place the mouse on the right or bottom edges of a widget and click and drag to expand or shrink the widget. Drag: From the top header section of the widget, click and drag to the appropriate position

Positioning is automatically saved upon resize or drag.

Add Widget

Dashboard Filters

Dashboard filters enables powerful ways to slice the data across one or more fields across all the widgets in that dashboard.

Dashboard Settings

Note: Equals is case sensitive. Contains is not case dependent (and slower in cases with large amounts of data)

Dashboard Filters enables the same set of filters into all widgets into the same dashboard. Features auto suggestions, multiple items into the same filters (or condition), Date ranges. Also you can filter through nested filters if data contains JSON. Note that only few widgets and few rows of data scanned for fields in JSON, so not all nested fields present in list. You are welcome to use Cloud9QL to filter any nested field in Query or use per-widget Cloud9QL.

Add Widget

Note: When a widget does not contain a field specified in the filter list, the filter is skipped.

Auto Suggestions

By default, we'll sample the dataset associated to the filter element to populate the sample fields.

In addition, you can also set the hit list to be from the results of another dataset (typically the results of another query). To do this:

a. Create a query that returns the values you want to display.

b. Use the database icon next to add/remove filter buttons. This will set auto-suggestions populated as a result of other query or dataset.

If dataset is selected, the list of auto-suggestions appends following the rule:

  • if dataset contains a column with the same name as the column to be filtered, the values of that column are added.
  • if dataset does not, the first column values are returned.

Note: The icon is available only on edit modes. If dashboard for example, is shared via URL, the set-up icon will not be shown for dataset autosuggestions. In view only modes, the suggestions are shown based on the dataset associated with the auto-suggestions, (if configured) or will default to the sampling method.

Dashboard Settings

To access Dashboard specific settings, click on the settings icon from the top menu section.

Dashboard Settings

Edit Dashboard Name

Enter the modified dashboard Name under the 'Settings' tab and click 'Save'.

Categories

Add tags your dashboards to be able to categorize and sort them. Best used for when you have a large amount of dashboards to make it easier to find them and group them.

Display Options

Lock: This option locks widget positioning, with resize/drag options disabled. Typically used to avoid accidental positioning modifications. Widget filter icons: Toggle widget filters

Widget settings: Toggle widget settings

Actions: Actions: Toggle dashboard settings, filters, and sharing

Once you turn off actions, to get back to dashboard settings follow the gif below:

Actions Setting

Dashboard Title: Toggle Dashboard title 

Widget title: Toggle widget titles

Borders: Toggle widget boarders

Enable resize: Toggle the ability to resize widgets

Allow drag: Toggle the ability to drag widgets 

Dashboard background color: Select a color for the dashboard's background

Dashboard Title color: Select a color for the dashboard's title header

Dashboard Title font: Change the font size of the dashboard title

Dashboard Title font color: Change the font color of the dashboard title

Popup Description

Optional descriptions can be configured, which enables a pop-up description at the bottom of the screen when a user accesses that dashboard

The description is shown three seconds after the dashboard loads and fades out after 20 secs (or upon scroll down).

PDF Export

Click the 'Export As PDF' button to export dashboard as a PDF.

Custom Headers & Footer

You can customize the dashboard header and footer with HTML for customized look and feel.

Sharing

Share Settings Open

Share - Internal Groups

A dashboard can be shared with multiple internal groups within your organization. From the settings menu, 'Share' menu, check groups to share the dashboard to.

User Groups can set in the Team settings in the User Settings menu.

Share - Public

To generate a public URL for a dashboard, click on 'Generate Shareable URL' from the 'Share' tab.

Note: This makes the dashboard publicly accessible, without requiring a login. Do not use this option for sensitive data.

In addition, the embed code can also be used to embed the dashboard into your own portal/HTML pages.

To turn off a unique public URL, click on 'Disable Share URL'.

To add filter parameters to the share URL, pass in contentFilters parameter to the URL, where the value is in encoded JSON form.

Example: URL Parameter example: contentFilters=[{"fieldName":"opened","values":[1000],"operator":">"}]

Full URL, with the parameter and encoded JSON: 
https://www.knowi.com/d/3cKltxiizxNFgxjRvanZwY2WZoiikPo5ip3EqS13cii1KdQie?contentFilters=%5B%7B%22fieldName%22%3A%22opened%22%2C%22values%22%3A%5B1000%5D%2C%22operator%22%3A%22%3E%22%7D%5D

Embedding

We provide a number of options for embedding, depending on the level of access required. See embed docs

Whitelist IPs

Allow certain IP addresses access to view the dashboard. 

Email Reports

Dashboards can be sent as Email attachments on a configured schedule. From the Dashboard Settings menu, select 'Email' tab and configure the settings to enable this feature.

Delete Dashboard

From the top Settings menu, click on the 'Delete Dashboard' button to remove the dashboard.

Widgets and Datasets are not modified/deleted when a dashboard is removed.

Removing a Widget

To remove a widget from the dashboard, click on the menu on the top right of each widget and select Remove from Dashboard.

To delete a widget completely, select Settings --> Widgets from the left menu bar. Locate the widget and click Delete. This will remove the widget and the dataset (if the dataset is not linked to other widgets).

Localization (beta)

The display of time series chart legends and filters can be localized on a per user basis by selecting the Locale option under User Settings. Useful for embedded dashboard and widget modes, this will then render any time series chart selected in the locale specified. Current locales supported are English (en), French (fr) and German (de).

For support for other locales, please contact support@knowi.com

Localization