Dashboard Controls
When a dashboard is in Design mode, the header ribbon enables you to create and edit dashboard controls. This section provides instructions for performing those tasks.
Tip: You can only see the header ribbon when a dashboard has at least one widget.
Use the Header Ribbon
- On the left side:
- Dashboard name – The name of the current dashboard
- Data source – The data model that the dashboard is connected to
- On the right side:
Widget button – To add a new widget to your dashboard
icon – To add a new text widget to your dashboard
Color Palette icon – To change the default color pattern of the dashboard
icon – To configure default PDF settings for the dashboard
Share icon – To share or publish your dashboard for others to view
View mode icon – To toggle the dashboard between Layout mode and View mode
Options icon – To access additional options and settings for the open dashboard
When a dashboard is in View mode, the
Widget button and the
and
icons are not displayed because you cannot use them.
Change a Dashboard's Color Palette
- Navigate to the dashboard whose color palette you want to change.
Ensure that the dashboard is in Design mode.
- Click
at the right side of the dashboard ribbon. A list of available color palettes is displayed.
- Scroll through the color palettes and select the one that you want to use.
That color palette is applied to your dashboard.
The default color palette for all WorkBook Intelligence standard dashboards is WorkBook Intelligence. Select this color palette to align your custom dashboard's color to that of the standard dashboards.
Tip: The color palette can also apply changes to the coloring of conditional formatting that you might have applied to widgets. Best practice is to review all widgets on the dashboard after you change the color palette to ensure that any specific color edits that you made are retained as required.
Create a PDF Report of a Dashboard
You can create a hard copy of the dashboard as a PDF and configure some elements of the page layout of such a PDF export.
- Click the
icon to access the
PDF Report Settings page.
- You can configure the final layout of the dashboard in PDF by toggling between Edit and View mode in the upper-left corner of the preview pane.
- Edit mode allows you to set the size of widgets by selecting and dragging the borders of each widget. These borders are only displayed when Edit mode is on.
- View mode shows a preview of how the dashboard will look in the PDF; it cannot be edited.
- In both Edit and View modes, you can customize the dashboard by selecting any of the following options from the left-hand menu:
- Paper Size – The size of the email report in the PDF.
- Orientation – Set the PDF to either landscape or portrait.
- Header – In the left-hand menu, select which information you want to include in the header. The header is displayed on the top of each page of your PDF report. In the preview area, click the header to edit the text, its size, and alignment.
With the configuration in place you can save these settings or download the PDF document using the
Download button at the bottom of the left pane.
Set Sharing Settings
Use the Share button to set the dashboard sharing settings for this dashboard. See Share a Dashboard for more detailed information about these settings.
Use Dashboard View Modes
- Design mode – Enables you to add widgets and rearrange them on a dashboard. This is the default mode. You can tell that a dashboard is in Design mode because the
icon appears in the upper-right corner of the dashboard. Click this icon to change to View mode.
- View mode – Displays the dashboard as it looks when a user is viewing it. In View mode, users can only view the dashboard. Even if you are a Designer, you cannot rearrange or edit a dashboard in View mode. You can tell that a dashboard is in View mode because the
icon appears in the upper-right corner of the dashboard. Click this icon to change to Design mode.