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 Visualizations

To display the visualization settings, click the visualization on a dashboard and select Configuration:

Screenshot of where to find the Configuration menu on a visualization

To open the configuration menu:

Screenshot of the Configuration dialog on a visualization

In the visualization configuration, you can:

  • Hide the title of the visualization.

  • Change the visualization Description.

    The description is displayed when you click on the question mark next to the visualization name.

    Screenshot of where to find the Tooltip on a visualization
    • 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 format text and add hyperlinks and images to the description. For guide on how to use markdown, see Formatting Options for Rich Text.
  • Enable or disable dashboard date and attribute filters.

Any change to the visualization’s configuration applies only to that particular instance of the visualization.

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.

Screenshot of renaming a visualization

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.

layout schema

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.

add visualization to a new section

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.

add visualization to section

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.

section rename

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.

rearrange visualizations step 1
rearrange visualizations step 2
rearrange visualizations step 3

Resize Widgets

All widgets have a minimal width for better visibility and readability.

You can adjust the size of the widgets on a dashboard to suit your needs. To change the width, drag the right end of the widget to adjust the width (the number of columns it occupies).

resize visualizations

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.