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      Insights (Advanced) | Dashboard Objects

      A variety of objects can be added to the Dashboard.

      Overview


      Adding objects to a dashboard

      A variety of objects can be added to the Dashboard from the left-side widget navigation. Before adding an object, ensure that it is supported in the selected susub-tabemplate.

      OBJECT TEMPLATE DESCRIPTION
      Report Canvas & Layouts Add reports in the form of charts, canvas, or tables to your dashboard. You can provide interactive reports, report bookmarks, snapshots, or entire report canvas.
      Filters Canvas & Layouts Add report filters to filter data directly on the dashboard.
      Text Canvas Add headlines or descriptive text. Customize it to match any text styling.
      Graphics Canvas Add shapes, icons, or lines to further enhance your dashboard’s design.
      Images Canvas Incorporate static images to your dashboard.
      Blueprints & Quick Charts Canvas Add chart placeholders or quickly create simple charts directly on the dashboard
       

      Managing dashboard objects

      This section covers options to manage objects on a dashboard.

      Object actions

      Right-click on any object to display a menu of actions you can perform on it. 

      image2020-4-1_0-14-53

       

      Option Description
      Copy Copy the selected object or multiple objects to the clipboard.
      Paste Paste the copied object(s) onto the dashboard.
      Branch Report This is only available for report objects. This option creates a copy of the selected report, along with any filters applied to it. However, the SQL query is only run once. You can then display a different chart of the same report, or even a chart and a table.
      Edit Report

      This is only available for report objects. Allows you to edit the selected report in the Report Builder, by navigating to the selected report step. Options include:

      • Data: Navigates to the report’s data step.
      • Chart:
        Navigates to the report’s chart step.
      Align

      Aligns the selected object(s) on the canvas according to the following options:

      • Left: aligns selected objects on their left side.
      • Centre Vertically: centered vertically, but doesn’t change position horizontally.
      • Right: aligns objects on their right side.
      • Top: aligns objects to top.
      • Centre Horizontally: centered horizontally, but doesn’t change position vertically.
      • Bottom: aligns objects to bottom.
      • Centre: centrally aligns object.
      Duplicate Creates a duplicate copy of selected object(s) and displays it onto the dashboard.
      Arrange

      Change the arrangement of the selected object by moving it to the foreground or background. Options are:

      • Bring to Front: moves the selected object to the front of all other objects if multiple are stacked on top of one another.
      • Bring Forwards: moves the selected object a step forward, when multiple objects are stacked on top of one another.
      • Send Backwards: moves the selected object to the back of other objects if multiple are stacked on top of one another.
      • Send to Back: moves the selected object a step backward, when multiple objects are stacked on top of one another.
      Transform

      Apply quick rotation options to the selected widget. Options include:

      • Rotate 180: Rotates the object 180 degrees, so if its upright, it rotates upside down.
      • Rotate 90 CW: Rotates the object 90 degrees in a clockwise motion.
      • Rotate 90 CCW: Rotates the object 90 degrees in a counterclockwise motion.
      • Clear Transform: Remove any type of the above transforms applied to the object.
      Delete Deletes the selected object(s).