Configure Dashboard Layout and Visualizations

Widgets are the collective term for visualizations and rich text that you add to your dashboards. Configuring these widgets allows you to customize the layout and presentation of data to better meet your needs.

Configure Visualization

You can make additional changes to how individual visualizaitons on a dashboard look and behave. Any change to the visualization’s configuration applies only to that particular instance of the visualization.

Steps:

  1. Edit a dashboard.

  2. Click the … (ellipsis) button on a visualization and select Configuration:

    The **...** (ellipsis) button in the top-right corner of a visualization and the menu it opens. Configuration is highlighted in the menu.

    The configuration menu opens:

    Configuration panel for a dashboard visualization, showing options to hide the title, set a description, and enable filters.

In the visualization configuration, you can:

Hide Title

You can Hide the title of the visualization.

Description

You can change the visualization Description. The description is displayed when you click question mark next to the visualization name.

The question mark tooltip icon to the right of a visualization's title with a popover displaying the description.
  • By default, the description is inherited from the visualization’s description in the Analytical Designer.
  • You can also add a custom text or disable the description from displaying.
  • You can use Markdown to customize the text’s format and add hyperlinks and images to the description. For further information on how to use Markdown, see Formatting Options for Rich Text.

Disable Filters

You can disable dashboard date and attribute filters.

Enable Zoom on Visualization

Line charts, scatter plots, stacked area charts, and bubble charts support the zoom functionality:

Screen recording showing a user zooming in on a line chart in a dashboard by clicking and dragging.

Zoom by left clicking and dragging the cursor over the region you would like to zoom in on. Hold shift, left click and drag the mouse to move around. Reset zoom by clicking the rounded arrow button in the top left corner of the visualization.

To enable zoom on a new visualization, follow these steps.

Steps:

  1. Edit a dashboard.

  2. Click the … (ellipsis) button on a visualization and select Interactions.

  3. Toggle the Zoomable visualization:

    Zoomable Visualization toggle switch in the visualization interactions menu.

Rename Visualization

By default, visualizations that you add to your dashboards use the title as defined in the Analytical Designer. To rename a particular instance of a visualization on the dashboard, simply edit the dashboard and click on the visualization’s title.

Renaming a visualization by clicking its title.

Visualization Switcher

The Visualization Switcher lets you combine several visualizations into one widget, allowing users to easily switch between them. This feature makes dashboards easier to read, saves space, and improves interactivity.

Add a Visualization Switcher Widget

  1. Drag the Visualization Switcher widget from the left panel into the dashboard.
  2. Click Add visualization and choose one or more visualizations to include in the widget.
Dashboard canvas showing a Visualization Switcher widget with the option to add visualizations.

Like other widgets, you can resize the Visualization Switcher. If you add a visualization whose minimum size exceeds the current widget size, the Visualization Switcher will automatically adjust to fit it. The widget will also resize the other visualizations it contains to match the size of the largest one.

Configure the Visualization Switcher

Select the widget and click the … (ellipsis) button in the top right corner. From there, you can browse the visualizations inside the widget, and:

  1. Add new visualizations.
  2. Change the order of the visualizations.
  3. Remove visualizations.
  4. Delete the widget from the dashboard.
Configuration dialog for the Visualization Switcher with options to browse, reorder, or remove visualizations.

To configure a specific visualization, click its title to open a new dialog. There, you can:

  1. Configure the visualization.
  2. Enable Zoom and Add Drill Interactions.
  3. Edit the visualization.
  4. Delete the visualization from the widget.

To go back to the previous dialog, click the Visualizations button (marked with a * in the screenshot).

Edit screen for a specific visualization inside the Visualization Switcher, with controls for configuring or deleting it. The Visualizations button is in the top left corner of the edit screen.

When the dashboard is saved, users can switch between visualizations in the widget by clicking the title of each visualization.

Dashboard interface showing a how to switch between visualizations within the Visualization Switcher widget. Click the title and pick from the list of included visualizations.

Configure Dashboard Layout

Dashboard layouts are responsive to prevent the dashboard from being difficult to read on small screens. Dashboards use a predefined set of breakpoints that adjust the layout on display accordingly.

Illustration of a responsive dashboard layout based on a 12-column grid with adjustable widget placement.

For example, if the screen size reaches a breakpoint, the widget (visualization or rich text) from one section may adjust in size and rearrange into two rows.

Dashboard layouts use a 12-column grid. By default, each widget has assigned a specific number of columns. The default height for all widgets is 342px.

Create New Section

To add a visualization to a new section, drag the visualization into the area inbetween sections. As you drag the visualization, the dashboard displays the target place.

User dragging a visualization into a new section area on the dashboard layout.

Expand Section

To add a widget to an existing section, drag the widget into the area within a section. As you drag the widget, the dashboard displays the target place.

User dragging a visualization into an existing section of the dashboard.

Rename Section

To add a title and/or description to a section of the dashboard, click Add Title here and Add Description here at the top of a section.

The maximum length of the title is 256 characters; the maximum length of the description is 1024 characters.

Dashboard section showing editable fields for title and description.

To hide the title or the description in the View mode, leave it empty when editing the dashboard or click the three dots in the top right corner of the widget and use the Hide title checkbox in the Configuration section.

Rearrange Widgets

To rearrange widgets on a dashboard, drag and drop them to a new place. As you drag the widget, the dashboard displays the target place.

Start of a drag-and-drop action to move a visualization widget within a dashboard.
Dragging a visualization to a new target area in the dashboard layout. The visualization that previously occuppied that space automatically moves to a vacant space.
Visualization repositioned to a new location after dragging within the dashboard layout.

Resize Widgets

Widgets have a minimum width to ensure they stay clear and readable. Most have a minimum width of 2 grid columns, but geocharts require a minimum width of 6 grid columns due to technical limitations.

You can resize widgets on a dashboard to fit your preferences. Simply drag the right edge of a widget to adjust its width (the number of columns it occupies).

Visualization widget being resized horizontally by dragging the right edge.

If charts become difficult to read when resized smaller, especially those with long data series or enabled axis labels, you may need to manually adjust the visualization settings. Here are some tips to improve readability:

  • Turn off the Y-axis label and name
  • Hide the legend

Resizing Pivot Tables

If you add a pivot table to your dashboard, you can adjust the width of the table’s columns directly on the dashboard. When you save the dashboard, the column widths are preserved.

Dashboards do not change the widget itself, only one particular instance. If your dashboard includes multiple instances of the same widget or if you have the widget on multiple dashboards, you must adjust the width in each instance.

Small tables are automatically resized to fit the whole width of the widget.

Widget Container

Animated example of multiple widgets stacked vertically inside a Widget Container on a dashboard.

The Widget Container helps you organize dashboards better by grouping multiple widgets together. This gives you more control over layout, alignment, and size. With this feature, you can stack visualizations vertically next to each other while keeping the dashboard fully responsive.

Widgets grouped vertically in a Widget Container. Clicking he ellipsis button of a visualization shows its Configuration menu.

How to Use the Widget Container

  1. Go to the Edit mode of your dashboard.

  2. Drag and drop the Container module onto the canvas.

  3. Add visualizations to the container. These work the same way as visualizations placed directly on the canvas and have the same configuration options.

    Widget Container on a dashboard canvas with added visualizations. The Container module is highlighted in the left panel.

  4. Resize the container or the visualizations independently by dragging their edges.

    Widget Container with visualizations inside being resized independently.

Notes

  • Analytics as Code: You cannot use this feature with the Analytics as Code approach. If you export and re-import the organization, dashboards using this feature will not be retained.
  • Visual Bugs: You may notice minor visual issues, especially in edit mode.
  • Customization: You can turn titles and descriptions on or off for the container.
Add Rich Text