Duplicated Dashboards: Added Functionality (INSIGHTS)

Follow the below details for added functionality to add customization to Duplicated Dashboards.

Click on the links below for more information: Set up Admin & Users (INSIGHTS) List of Dashboards/Reports (INSIGHTS) Terms and Filters (INSIGHTS) Filtering with Dashboard & Widgets (INSIGHTS) Bookmark/Save Filters (INSIGHTS) Interacting with Dashboard & Widgets (INSIGHTS) Downloading and Printing (INSIGHTS) Report Manager: Sending Reports (INSIGHTS) Activate Users for BOLD Analyze Reports (INSIGHTS) List of BOLD Analyze Reports List of Standard Reports List of Business Intelligence (BI) Reports If you don't have access to INSIGHTS, please reach out to your Account Manager.

CHAPTERS Dashboard Modes Moving Widgets Renaming Widgets Deleting Widgets Widgets Customization Graphs/Chart Type Tables/Column Headers Creating New Folders and Moving Dashboards Republish Webinar

Dashboard Modes

Layout Mode (Default)

• Editing mode for adding, moving, and customizing widgets
• Toggle button in top-right corner
• 

View Mode

• Read-only display mode
• Shows dashboard as users see it
• Click toggle button to switch back to Layout Mode
• 

Moving Widgets

1. Ensure you're in Layout Mode
2. Drag widget by title bar to new position
3. Drop in to the desired location.
   
   Note - within an existing widget, column reordering is also possible

Options

• Move to different column
• Reorder within same column
• Place side-by-side by dragging one widget on top of another

Renaming Widgets

Add New Title

1. Click "Add Title" at top of widget
2. Type Title → Click green save icon

Edit Existing Title

1. Click existing title
2. Type new title → Click green save icon

Deleting Widgets

1. Ensure you're in Layout Mode
2. Click widget menu (three dots)
3. Select delete option
4. Confirm if prompted

Widgets Customization

As per user customization, in duplicated dashboards, existing widgets can be changed – for field names, add or disable values and color scheme.

Select any widget in the duplicated dashboard and click on Edit Widget


Duplicated dashboard widget

a) On the left side, under categories, field names and color scheme can be changed as follows:

Duplicated dashboard widget Field Names in the Categories from Source is changed to “sample source”.

b) Color Scheme for Monster changed from Yellow to Purple.

c) By selecting options on the right, under Legend and Field Names; Legend was moved to left and “Value” was added to the pie chart.

Legend is on top of the pie chart and only Percent is shown

Legend is on left of the pie chart and now both Percent and Values are shown

d) Note: In original dashboard: widgets have (i) click to view full details (ii) full screen (iii) options

Original Dashboard Widget
 
In duplicated dashboard: widgets have (i) click to view full details (ii) edit widget (iii) options

Duplicated Dashboard Widget

e) Note: If a widget/filter is deleted by clicking on the “delete” icon, a user cannot add it back and would need to start again by duplicating the dashboard, as needed.

 

 

Graphs/Charts Type:

Note: Additional customization of the widget can be made, if the user wants.  As an example, Pie chart can be changed to Classic, Donut or Ring Pie Chart as shown below, however, the Graph/Chart “Type” cannot be changed, meaning the Pie Chart cannot be made into a bar or a line graph etc.

 

Classic

 

Donut

Ring

Tables/Column Headers:

As per user needs, column headers titles can be changed, e.g. “Occupation” is changed to “Job Category”

Click on Apply

Creating New Folders and Moving Dashboards:

Additional features that have been added for better management of dashboards are (i) Search, (ii) Select Dashboards, (iii) Create New Folders

Example: A new Folder “For Distribution” was created and the duplicated dashboards was moved under that folder.

Republish:

After making any updates, changes or customization, the duplicated dashboard would have to be published.  This would help the shared users to see the customization the owner made.
 
There are two ways the duplicated dashboard can be republished.

1. From the dropdown after clicking on the 3 dots 
   
   
   
2. Clicking the Blue Banner icon on top right.  It will show "Pending Republish.  Recent changes were not published yet."
   

Webinar

Video and PDF versions of the Duplicating, Sharing, and Email Scheduling INSIGHTS Dashboards Webinar are available:

Webinar: Duplicating, Sharing, and Email Scheduling INSIGHTS Dashboards