Creating a new dashboard

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You can create new dashboards from scratch or change the layout of existing dashboards using the tools provided in the web editor.

  • Create a new blank dashboard using one of the following methods:
  1. On the bottom left of the web editor window click to create a new blank dashboard.
  2. You can also right click any worksheet tab and select New Dashboard.
  3. The web editor toolbar also features buttons and drop-down menus that allow you to create, duplicate and delete worksheets and dashboards.
  • Set the Dashboard Size
  1. Click the Size drop-down to change the overall size of a Dashboard.
  2. Fixed - Pick a preset size or enter a custom size for the dashboard to always use.
  3. Range - Set a range of minimum and maximum sizes to make the dashboard fit two different display sizes.
  4. Automatic - Resize the dashboard to fit the browser window.
  • Layout Containers Layout Containers let you move and resize worksheets that have been added to the dashboard, and can also be used to group worksheets together. Select an attribute for a layout container or worksheet depending on how you want it to be displayed on the dashboard.
  • Tiled - Dashboard elements with a tiled attribute are placed in a single-layer grid and will automatically resize to fit the dashboard page.
  • Floating - Objects that use this attribute can be placed on above or beneath other dashboard elements and freely moved to any position.

Add a Worksheet or Layout Container

  1. Double-click Blank under Objects to add a new empty layout container.
  2. Add worksheets from the Dashboard pane on the left using one of the following methods.
  • Right click the worksheet and select Add to Dashboard.
  • Double click the worksheet to automatically add it to the Dashboard layout.
  • Drag the worksheet from the Dashboard pane to the dashboard layout.
Note: Worksheets used in existing dashboards may be hidden from view. Right-click a worksheet and remove the check mark next to Hide Sheet to reuse it in a new dashboard.
  • You can also right-click the tab of the dashboard that contains the hidden worksheets and select Unhide All Sheets.
  • Once the Hide Sheet option has been removed, each worksheet should have its own separate tab on the bottom of the web editor and should be visible in the dashboard pane in all new dashboards.

Move and Resize Layout Containers

  1. Click and drag the handle on top of a layout container to move it to a different position.
  2. Click the horizontal and vertical edges of a layout container to resize it.
  3. Click the drop-down to display additional options for the layout container. You can switch from Tiled to Floating by leaving a check mark next to the Floating option. Removing the check mark switches the layout container to Tiled.

Edit Worksheets in Dashboards

Dashboards are made up of several worksheets combined into a single view. On the left side bar, click next to a worksheet to open it in the web editor. Worksheet tabs in a dashboard may be hidden from view.

  • To make a hidden worksheet tab visible, right-click the worksheet's name then click Hide Sheet to remove the check mark next to it.
  • You can also right-click the dashboard tab and click Unhide All Sheets. You should now be able to see a tab for every worksheet in the workbook. This can be useful if you want to reuse the existing worksheets for a new dashboard.
  • Click a worksheet tab to select it, then right-click to reveal more options.
  • If you want to make a worksheet accessible via a link whenever the report is viewed,
  • Click Publish Sheet and a check mark should appear.