To access Dashboard-specific settings, click on the settings icon from the top right corner of the interface.
A modal window will appear, providing the following options to configure the dashboard settings:
- Edit Dashboard Name
- Categories
- Display Options
- Custom CSS/JavaScript
- Custom Headers & Footer
- Popup Description
Edit Dashboard Name
Enter the new Dashboard Name and click 'Save'.
Categories
Go to dashboard settings and select the category name into which you would like to categorize and sort your dashboards. Categorizing the dashboards makes it easy to find the appropriate dashboard you are looking for from several dashboards.
Display Options
| Option | Description |
| Lock Dashboard | 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 filters |
| Actions | Toggle dashboard filters and sharing |
| Dashboard Title | Toggle Dashboard title |
| Widget title | Toggle widget titles |
| Borders | Toggle widget borders |
| Enable resize | Toggle the ability to resize widgets |
| Allow drag | Toggle the ability to resize widgets |
| Fixed Widget Positions | This will position the widget exactly where you place it into the dashboard instead of snapping it to fit automatically. |
| Pin Dashboard Filters Bar | This will pin the dashboard filters bar on top of the dashboard and will be visible when scrolling. |
| Load upon prompt | This will disable the dashboard from loading the widgets until the dashboard filters are configured first. Note: Once the filters are set, the dashboard is updated on click. The play button on the dashboard header is disabled once the filters are set. |
| Dashboard Grouping | When enabled, allows you to group dashboards as tabs. Read More. |
Dashboard Grouping
Dashboard grouping allows users to group related dashboards thereby allowing a parent dashboard to be linked to several child dashboards. These dashboards will display as a series of tabs as and when you add them. When you click on the added dashboards, it will take you straight to the dashboard. Also, allows you to navigate between these dashboards.
To enable this feature, check the Dashboard Grouping option under Dashboard Settings > Display options > Save Changes. Once the setting is enabled, click the + icon to add a dashboard that you have access to. You can also use the search bar to search for a dashboard. To remove a dashboard, click the expand menu on the dashboard, and click Remove.
Note:
- The grouping/navigation is visible only on the parent dashboard. For it to be visible on the child dashboards, you would need to enable the Dashboard Grouping option.
- When shared, the users can see only the dashboards they have access to.
Share Options
| Enable PDF export | Enables PDF export |
| Enable headers | Disable all headers if not checked |
| Enable PowerPoint export | Enables Powerpoint export |
| Enable Dashboard Filter icon | Enable the dashboard Filter icon |
| Widget InstantSights Icons | Enables widget InstantSights icons |
| Enable Presenter | Enables Presenter |
Widget Spacing (px)
Spacing between widgets (px). A number between 0 and 200.
Dashboard Background Color
Adjust the dashboard background color
Custom CSS/JavaScript
Add custom CSS () or JavaScript () tags, which will be applied to the dashboard for a customized look and feel.
Accessibility Options
Knowi now supports accessibility options for widgets. You can use the following script for your dashboard custom CSS to make your widgets more accessible to people with color blindness. This script will pattern-fill widgets like pie, bar, and gauge and add line markers to lines, area, and spline charts.
<script>
colorBlindCharts = true;
colorBlindMarkers = true;
</script>Custom Headers & Footer
You can customize the dashboard header and footer with HTML for a customized look and feel.
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 if upon scroll down).