Configuring Dashboard Elements

Once you have added a Dashboard Element it is possible to configure various settings on each Element to further control the look and feel as well as the access that Users have to data in the Dashboard.

Double Height

This setting is found on all Types of Dashboard Elements. Enabling the Double height setting amends the element so that it is twice the height of a standard Dashboard Element. 

This may be especially useful for Reports that have a large number of Rows as it will reduce the need for scrolling through the Report and allow you to see all of the data in one place.

Limit Results

This setting is only found on Chart and Report Dashboard Elements. This setting allows you to configure how many rows within the Report are generated based on sorting order of the columns in the Report.

When creating a Report Element the default View for Users is to see the number of Rows specified in the List section of their Preferences. Limiting the Results means that all Users will see the same number of rows within the Report regardless of their Preferences.

For example if a User has their List Preference setting at 20, they will see an additional row at the bottom of the Report Element informing them that it is displaying the first 20 rows.

If the Limit Results setting is then applied to limit the results to 10 rows, when the Element is saved all Users will see the message at the bottom of the Report informing them that it is Displaying the first 10 rows of the Report.

Refresh

This setting is available for all Dashboard Element types. The Refresh setting allows any user with access to the Dashboard to refresh the element within the Dashboard, allowing each Element to be refreshed individually means that you do not need to reload an entire Dashboard to see the most up to date information for a specific Element.

This is especially beneficial if you have a Dashboard with a number of complex Reports being ran within it.

If the Refresh setting is selected Users will see a refresh icon (two arrows in a circle) along the Title banner which can be used at any time by a User.

Expand

This setting is available for all Dashboard Element types. The Expand setting allows a specific Element to be opened in its own Window. From this Window you are able to access a Report that is generating a Report or Chart Element, perform Bulk Actions, apply filters or export the data.

If the Expand setting is selected Users will see an expand icon (two arrows pointing diagonally) along the Title banner which can be used at any time by a User.

In Dashboard reports, you have the option to Run the Report, Edit the Report, Configure the Dashboard View or Open the View in a new window via this expand icon.

Moving Elements

Elements can be moved throughout the Dashboard by dragging and dropping them into place, this allows you to customise the order in which elements are displayed within the Dashboard when loaded by Users.

To Drag and Drop an element you will need to mouseover the Title Banner, this will change your cursor to a four-way arrow. This element can now be dragged to a new column or above or below other elements within the Dashboard.

Reordering Columns and Sort Order within Report Elements

Once the Dashboard has been Ran Users are able to make changes to how the information is presented in a Report Element.

By default when a User runs a Report the Columns will be ordered and sorted for all Users as it was when editing the Dashboard.

Users are then able to reorder the columns as needed and change the sort order of columns. This will only affect their instance of Workbooks and be saved automatically so when returning to the Dashboard in the future any changes made will be kept.