Desinger Navigation Panel

This section explains steps for all the options in the left panel of the Designer Homepage.

The Designer provides multiple navigation options in the left panel to help you manage dashboards efficiently. This section describes the available options and how to use them.

New

From the Designer homepage, users can create either a new workspace to serve as a placeholder or a new dashboard for building visual reports. The New drop-down menu provides both options.

Steps to Create

1. Navigate to the Designer homepage.

2. Click the New drop-down menu in the top panel.

3. Choose one of the following options:

   • Workspace

     • Redirects users to create a new workspace.

     • Serves as a container or placeholder for dashboards.

   • Dashboard

     • Redirects users to the Designer Canvas.

     • Allows the creation of a new dashboard with Views and visualizations.

Notes

• A workspace acts as an organizing unit, while a dashboard is the actual design surface where data Views and charts are created.

• Users can create multiple dashboards within the same workspace for better management.

Manage

The Manage option on the Designer homepage allows users to view, organize, and maintain their Workspaces and Dashboards. From here, users can perform actions such as searching, renaming, sharing, or exporting, ensuring better management and collaboration across teams.

Accessing Manage

Navigation Path: Designer Homepage > Left Navigation panel > Manage

1. Navigate to the Designer homepage.

2. Click the Manage option from the left navigation panel.

3. The management panel opens, allowing you to manage either Workspaces or Dashboards.

Tasks for a Workspace

• Search in Workspaces – Locate a specific Workspace by name.

• Reload Workspaces – Refresh the list of Workspaces.

• New Workspace – Create a new Workspace.

• Rename – Rename the selected Workspace.

• Remove – Delete the selected Workspace and move it to the Trash Workspace.

• Share – Share the Workspace with a user or user group.

  • Use this option again to exclude access rights from previously shared users.

• Empty the Trash – Permanently delete all Workspaces from the Trash.

Tasks for a Dashboard

To access dashboard management options, select a Dashboard from within an existing Workspace.

• Search – Search for a Dashboard by name.

• GIT Export – Export a Dashboard to GIT and manage versions.

  • Push to VCS – Push the current dashboard version to GIT.

  • Pull from VCS – Retrieve a saved version from GIT.

• Open in Designer – Open the selected Dashboard in Designer for editing or modifications.

• Publish to Portal – Publish the Dashboard to the Portal for broader access.

• Remove – Delete the Dashboard from the Workspace.

• Actions – Perform additional actions using the More Actions menu.

More Actions for Dashboards

• Preview Dashboard – View the Dashboard without editing.

• Export to Local Disk – Download the Dashboard file.

• Rename Dashboard – Update the Dashboard’s name.

• Delete Dashboard – Permanently delete the Dashboard.

• Move Dashboard – Transfer a Dashboard from one Workspace to another.

Notes:

• Use Workspaces to group Dashboards by project, team, or domain.

• Regularly empty the Trash to free up storage and maintain account hygiene.

• GIT Export is recommended for version control and team collaboration.

• Publish to Portal is best for making dashboards accessible to a wider audience beyond Designer.

Open

Open a Dashboard from Local

You can open a previously saved dashboard file (.bvzx) in Designer directly from your local disk.

Steps to open a dashboard

1. Navigate to the Designer homepage.

2. From the available options, click Open.

3. The Open from Local Disk dialog appears.

4. Select the downloaded dashboard file (.bvzx) from your local disk.

5. The selected dashboard opens in the Designer workspace.

• Once loaded, the dashboard is displayed on the Designer canvas, allowing you to edit or configure it as needed.

Tips: Use Open from Local Disk when working with dashboards that have been previously exported or downloaded in .bvzx format.

Accessing Dashboard Templates

If you click Templates instead of selecting a file, you are redirected to the Dashboard Templates page.

• Use this option to start building a dashboard from predefined templates.

• Refer to Dashboard as Template for detailed guidance on using templates.

Steps to open a template

1. Navigate to the Designer homepage.

2. In the left navigation menu, click Open.

3. From the dropdown, select Templates.

   • The Dashboard Templates page opens, displaying all available templates.

4. Browse the available templates (for example, Export_excel or Filter user with filterchip and filtersav...).

5. To use a template:

   • Click the Open as Dashboard ( ) icon under the template name to load it in the Designer Canvas. You can customise the template to design your dashboard from the Designer canvas.

   • Alternatively, click the Preview Template () icon to view template details before opening.

Tip: Templates help you quickly get started with a preconfigured layout and design, saving time compared to building a dashboard from scratch.

Preferences

You can configure various preferences in Designer to customize how dashboards appear and behave on the canvas.

Steps to configure preferences

1. Navigate to the Designer homepage.

2. From the left navigation panel, click Preferences.

   • The Preferences window opens for the dashboard canvas.

3. Set the desired preferences by:

   • Enabling or disabling options using checkboxes.

   • Selecting values from the available dropdown menus.

   • Choosing colors where applicable.

4. Once all changes are made, click Save.

The selected preferences are applied immediately to the dashboard canvas.

Available Preferences

The following table lists the available preferences and their descriptions:

Property Name	Description
Show Grid Lines	Display grid lines in the designer area.
Snap to Grid Size	Select a grid alignment size: None, 5, 10, or 15.
Notify on Success	Show a notification message when an operation succeeds.
Block Notification	Prevent notification messages from appearing.
Show Settings Button	Display the toolbar when any component is selected.
Selection Color	Choose the highlight color applied when a component is dragged onto the canvas.
Selection Thickness	Increase or decrease the thickness of a component’s border.
Show Border	Display a border around the dashboard canvas.
Border Color	Choose the border color for the dashboard.
Background Color	Choose a background color for the dashboard.
Hide Shadow	Hide the shadow effect for dashboard components.
Sync Component Property	Synchronize component properties automatically.
Enable Multiple Drag	Select and move multiple charts simultaneously.
Fixed Dimension	Set a fixed height and width for the dashboard canvas.

Tip: Use Snap to Grid Size along with Show Grid Lines to maintain consistent alignment when placing or resizing dashboard components.

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Save As

You can use the "Save as" option to create a copy of an existing dashboard and store it in a workspace of your choice.

Steps to save a dashboard copy

1. Navigate to the Designer homepage.

2. From the left navigation panel, click Manage.

3. Open an existing dashboard from the list of available dashboards inside your workspace.

   • The selected dashboard opens on the Designer canvas.

4. From the left navigation panel, click Save As.

   • The Save As window appears.

5. Review or edit the dashboard name:

   • By default, the new name is prefixed with Copy_Of followed by the original name.

   • You can modify this name as needed.

6. Select a workspace from the dropdown menu.

7. Click Save.

A copy of the selected dashboard is saved in the chosen workspace. The original dashboard remains unchanged.

Tip: Use Save As when you want to preserve the original dashboard while creating a modified version for experimentation or alternate use cases.

Take a Tour

The Take a tour option provides users with a guided walkthrough of the Designer plugin, highlighting its key features and actions. This is especially useful for new users who want to quickly familiarize themselves with the Designer environment.

Steps to Start the Guided Tour

1. From the Designer Homepage, click the Take a Tour option located at the top-right corner.

2. A dialog box opens, initiating the landing page tour.

Navigation During the Tour

• Next – Move forward to the next step of the guided tour.

• Prev – Go back to the previous step in the tour.

• End Tour – Exit the guided tour at any time.

  • This option is highlighted by default when the user reaches the final step of the guided tour.

Notes:

• Users can go back and forth in the guided tour as needed using the Prev and Next options.

• The End Tour option provides flexibility to exit the tour early or finish it after completing all steps.

Exit

You can leave the Designer workspace at any time by using the Exit option.

Steps to exit Designer

1. Navigate to the Designer homepage.

2. From the left navigation panel, click Exit.

   • If unsaved changes exist, a confirmation dialog appears.

3. In the confirmation dialog:

   • Click Cancel to remain in Designer and save your work.

   • Click Leave to close the Designer without saving changes.

• Once confirmed, the Designer tab gets closed in the browser.

An alternate way to exit

You can also click the Close icon (×) on the right edge of the Designer tab in your browser to leave Designer.

Tip: Always save your work before exiting to avoid losing unsaved changes.