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
        • Context Menu Properties
  • Create New Workspace
    • Workspace Creation: Complete Flow
    • Creating a Workspace
    • Renaming a Workspace
    • Deleting a Workspace
  • Create New Dashboard
    • Dashboard Creation: Complete Flow
    • 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 Science Service
      • Data Store Connection
      • Data Sheet
        • 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
      • Spark Line
      • Scatter Plot
      • Spider Chart
      • Waterfall Chart
    • Grids
      • Data Grid
      • Paging Grid
      • Data Sheet
      • Scorecard
      • Pivot Grid
    • Filters
      • Checkbox
      • Combobox
      • Hierarchical Combobox
      • List
      • Radio Button
    • Advanced Charts
      • Box Plot
      • Candle Stick
      • Chevron
      • Data Search
      • Decision Tree
      • Group Bar
      • Group Column
      • Heat Map
      • Text Analyzer
      • Time Series
      • Decomposition
      • Tree Map
      • Trellis
      • Word Cloud
    • Other Charts
      • Box
      • Bullet
      • Date Picker
      • Export
      • Filter Chips
      • Filter Saver
      • Gauge
      • Graphics
      • Guided Tour
      • H-Slider
      • Image
      • Info Button
      • 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
  • Dashboard Objects
    • Manage Dashboard Components
    • Dashboard Objects Properties
  • Configurations
    • Filtering the Data
    • Drill Through
    • 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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On this page
  1. Managing Options for a Dashboard
  2. Action Menu

Dashboard as Template

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

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Last updated 2 years ago

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.

Dashboard Templates