Knowi allows you to categorize your assets in a folder structure for easy access and management. In this documentation, we will explore:
- Organizing Dashboards
- Organizing Widgets/Visualizations
- Organizing Queries
- Category Roles & Permissions
- Datasource, Query, and Widget Listing
Organizing Dashboards
You can organize your Dashboards, and Visualizations into categories and subcategories to improve how you navigate your assets and collaborate with others.
Create a Category
Step 1: Select Dashboard from the navigation pane on the left.
Step 2: Click on the Manage Categories and a sidebar will slide out.
Step 3: Click on the Add category (+) button.
Step 4: A modal window will appear on the interface that will request you to assign a name to your new category. Enter a name of your choice and click on the Add or hit Enter.
The category will be added to the list.
Manage a Category
Hovering over any existing category unlock options to manage the same in the following ways:
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Add subcategory
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Rename Category
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Clone Category
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Delete Category
Add Subcategory
Create additional subcategories within existing categories by following the steps outlined below:
Step 1: Click on the gear ⚙️ icon of an existing category from the list and select Add subcategory from the dropdown list.
Alternatively, you can also directly click on the (+) of an existing category.
Step 2: A modal window will appear on the interface that will request you to assign a name to your new subcategory. Enter a name of your choice and click on the Add or hit Enter.
The subcategory will be added within the selected category.
Rename Category
Rename a category by following the steps outlined below:
Step 1: Click on the gear ⚙️ icon of an existing category and select Rename from the dropdown list.
Step 2: A modal window will appear on the interface that will request you to rename your category. Enter a name of your choice and click on the Rename or hit Enter.
The category will have a new name.
Clone Category
Clone an existing category and its content by following the steps outlined below:
Step 1: Click on the gear ⚙️ icon of an existing category and select Copy from the dropdown list.
Now you can paste the cloned copy of the category into another category or subcategory.
Step 2: Click on the gear ⚙️ icon of an existing category (to which you want to paste the cloned version) and select Paste from the dropdown list.
The cloned category will appear under the selected category.
Delete Category
Delete an existing category and its content by following the steps outlined below:
Step 1: Click on the gear ⚙️ icon of an existing category you want to remove and select Delete from the dropdown list.
Step 2: A confirmation window will appear. Click on OK or hit Enter and the category and its content will be removed.
Note: This action does not delete the assets (subcategories, dashboards, and widgets), but rather removes the association of the asset to that category.
All the management functions like adding a subcategory, renaming a category, cloning a category, and deleting a category can be exercised on the subcategories as well.
Assign Category
You can assign the categories or subcategories to your dashboard through drag and drop or using dashboard settings.
Drag & Drop
Assign the categories or subcategories to your dashboards by performing a simple drag and drop.
Dashboards Settings
Click on the gear ⚙️ icon of an existing dashboard from the list to open dashboard settings. After that, assign the categories by making a selection from the dropdown list. Once done, then click on the Save button.