Governed Dashboards

About Dashboard Designer
- What is Dashboard Designer?
- Why is it used?
Getting Started
- Accessing the Designer Module
- Overview of Designer Module
  Homepage
  Guided Tour
  Left Menu Panel
  New
  Manage
  Open Dashboard
  Preferences
  Save As
  Help
  Exit
  Dashboard Canvas Page
  Right side Panel
  Connection Page
  Chart Container
  Manage Window
  Script Window
  Guided Tour
  Canvas Properties
  Global Properties
  Dashboard Themes
  Context Menu Properties
Create New Workspace
Create New Dashboard
Managing Options for a Dashboard
Connecting to a Data Source
- Accessing the Data Connectors
- Establishing a Data Connection
  CSV Connection
  Excel Connection
  Data Service Connection
  Data Store Connection
  Data Sheet
  Data Sheet Enhancements
  WebSocket Connection
  Merged Connection
Charts Gallery
Dashboard Objects
- Manage Dashboard Components
- Dashboard Objects Properties
Configurations
Script Help Section
- Navigate to Script Help page
- How to use Scripts?

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Dashboard as Template

This page provides steps to save a dashboard template using the Designer module.

PreviousInformation Icon NextConnecting to a Data Source

The Save as Template option has been provided under the More Actions menu for each saved dashboard. By clicking this option it will create the selected dashboard as a Card in the Templates section.

Check out the given illustration on how to create and use the Dashboard Templates inside the Designer module.

Navigate to the saved Dashboards list using the Manage option.
Select a Dashboard from the list.
Click the More Actions icon for the selected dashboard.

Click the Save as Template option from the More Actions context menu.

The Save as Template dialog box opens.
Provide the Template Name in the given space.
Click the Save option.

A notification message appears to inform the completion of the action.

Click the Templates option provided under the Open option from the Designer homepage.
The Dashboard Templates page opens listing all the available dashboard templates.
The recently saved dashboard template gets listed under the Dashboard Templates page.

Please Note: The saved Dashboard template gets two icons to perform actions.

Open as Dashboard

Preview Template

Open as dashboard

Preview Template

When the users click on the Open as Dashboard icon, they will get all dragged charting components in the Designer canvas view without the inserted scripts and mapped data connection for that dashboard.

When the users select the Preview Template icon, they will get the preview mode of the selected dashboard. It allows the inserted functionality together with the mapped dataset for the preview.