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
    • Workspace Creation: Complete Flow
    • Creating a Workspace
    • Renaming a Workspace
    • Deleting a Workspace
    • Sharing a Workspace
  • Create New Dashboard
    • Dashboard Creation: Basic Workflow
    • Adding a New Dashboard
    • Create Connection
    • Drag and Drop Charts
    • Associate the Dataset
    • Preview the Dashboard
    • Save the Dashboard
    • User Alert Notification
  • Managing Options for a Dashboard
    • Open Dashboard in Designer
    • Publish a Dashboard
    • Share a Dashboard
    • Dashboard Version Control
    • Action Menu
      • Preview Dashboard
      • Export to Local Disk
      • Rename
      • Delete
      • Moving a Dashboard
      • Information Icon
      • Dashboard as Template
  • 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 Connection
        • Data Sheet Enhancements
      • WebSocket Connection
      • Merged Connection
  • Charts Gallery
    • Charts
      • Area chart
      • Bar Chart
      • Bubble Chart
      • Circumplex Chart
      • Column Chart
      • Funnel Chart
      • Histogram Chart
      • Inverted Funnel
      • KPI Tile
      • Line Chart
      • Map Chart
      • Mito Plot
      • Mixed Chart
      • Pie Chart
      • Project Timeline
      • Pyramid Chart
      • Scatter Plot
      • Spark Line
      • Spider Chart
      • Waterfall Chart
    • Grids
      • Data Grid
      • Paging Grid
      • Data Sheet
      • Scorecard
      • Pivot Grid
    • Filters
      • Checkbox
      • Combobox
      • Hierarchical Combobox
      • List
      • Radio Button
    • Advanced Charts
      • Benchmark Analysis
      • Box Plot
      • Candle Stick
      • Chevron
      • Data Search
      • Decision Tree
      • Group Bar
      • Group Column
      • Heat Map
      • Sankey
      • Text Analyzer
      • Time Series
      • Decomposition
      • Knowledge Graph
      • Treemap
      • Trellis
      • Word Cloud
      • New Word Cloud
    • Other Charts
      • Box
      • Bullet
      • Date Picker
      • Export
      • Filter Chips
      • Filter Saver
      • Gauge
      • Graphics
      • Guided Tour
      • H-Slider
      • Image
      • Info Button
      • Input Box
      • Label
      • Legend
      • Progress Pie
      • Semi Gauge
      • Stepper
      • SVG Image
      • Text Box
      • Trend
      • URL Button
      • V-Slider
      • Tab Component
      • Inputbox component
      • Button component
    • Custom Charts
    • Common Chart Properties
      • Background
      • Title & Sub-title
      • X & Y Axis Properties
      • Legend Properties
      • Formatter
      • Axis Setup
      • Export Options
      • Copy Paste Chart Properties
  • Dashboard Objects
    • Manage Dashboard Components
    • Dashboard Objects Properties
  • Configurations
    • Filtering the Data
    • Drill Through
      • Drill Highlighter
    • Dataset Properties
    • Indicators in Charts
    • Tooltip(Default & Custom)
    • Data Label
    • Geo Mapping
    • Language Mapping
    • Legend Mapping
    • Alerts in Grids
  • Script Help Section
    • Navigate to Script Help page
    • How to use Scripts?
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  • Navigate to the Designer homepage.

  • Click the Manage option.

  • The user gets directed to manage the following tasks for a Workspace or Dashboard:

Tasks for a Workspace

  • Search in Workspaces: Searches for a specific Workspace.

  • Reload Workspaces: Reloads all the Workspaces.

  • New Workspace: Adds a new Workspace.

  • Rename: Renames the selected workspace.

  • Remove: Removes the selected workspace from the list and move to the Trash Workspace.

  • Share: Shares the selected workspace to a user or user group. The rights to access an already shared workspace can be excluded by using the same option.

  • Empty the Trash: Removes all the workspaces from the Trash workspace.

​

Tasks for a Dashboard

To access the options, the users need to select a dashboard from an existing workspace as displayed in the following image:

  • Search: Searches for a Dashboard

  • GIT Export: Export a dashboard to GIT and get a pushed version from the GIT repository (Push to VCS and Pull from VCS)

  • Open in Designer: Opens the dashboard in Designer to Edit or modify

  • Publish to Portal: Publishes the Dashboard to the portal

  • Remove: Deletes the Dashboard

  • Actions: Applies the various actions on a dashboard

The users get the following options while clicking the More Actions icon provided for a Dashboard.

  1. Preview the dashboard

  2. Export to Local Disk

  3. Rename the Dashboard

  4. Delete Dashboard

  5. Move the Dashboard from one Workspace to another Workspace

​

  1. Getting Started
  2. Overview of Designer Module
  3. Homepage
  4. Left Menu Panel

Manage

This option helps to manage the created Workspaces or Dashboards inside a user account.

PreviousNewNextOpen Dashboard
  • Tasks for a Workspace
  • Tasks for a Dashboard
Options provided for a Dashboard