Customizing Datarails dashboard (Layout & Colors) (Connect)

Some of the customization capabilities outlined in this article depend upon the user's role and permissions. To learn more about roles and permissions within Datarails, please visit the article, Managing Data & User Access Rights.

To learn about how to customize the widgets, please visit the article, Widgets Overview.

Arrange the Dashboard Layout

You can easily change the size and/or layout of widgets on the Dashboard.

  1. From the Dashboard, click Edit, then Edit Dashboard Layout.
    • A dotted line appears around each widget.
      image_98_.png
  2. To move a widget: Click and drag.
  3. To resize a widget: Use the double headed arrow in the bottom right-hand corner of the widget.
  4. When you’re satisfied with the layout, click the Edit icon, then Save Dashboard Layout.

    Dashboard Color Palette

    If you have Admin rights, it's easy to give your dashboard a look and feel that fits your organization. If you are a dashboard owner, you can control the dashboard and widget colors. Getting the right colors for visualizations is a key part of getting your message across successfully.

    Our color palette feature gives you the flexibility to apply your organization's colors globally across all dashboards and visuals. We recognize that one size doesn't always fit all, so this feature allows you to make local changes to dashboards, and even to individual widgets.

    1. From Workspace go to Admin>Organization. From the 3 dots icon select Edit Organization Palette. From here you can add, edit, or delete a color palette. You can also set a default color palette that will apply to all dashboards.
    2. Name the color palette.
      dashboard_-_edit_organization_palette.png
    3. Edit the colors using hex codes and click Save Color Palette.
      dashboard_-_color_palette_with_reset_default.png
    4. That's it. The palette will now be used for all new dashboards. Existing dashboards won't change.

    Restore the Color Palette

    1. To restore the DataRails default, click Reset to Datarails Default Palette.
    2. When you click Reset to Datarails Default Palette, all dashboards using the default will revert to the Datarails default color palette.

    Edit Dashboard Colors

    1. Only Dashboard owners can change dashboard colors.
    2. From Workspace go to Dashboard> Edit > Edit Dashboard Colors.
      dashboard_-_edit_dashboard_colors.png
    3. Change the colors and click Apply Dashboard Colors.
      dashboard_-_dashboard_colors.png

    Edit a Widget's Colors

    Want to change the colors of just one widget and not affect the rest of the dashboard? Change the colors or go monochrome. For more about widget customization, please visit the article, Widgets Overview.


    Edit or Delete a Color Palettedashboard_-_widget_edit_colors.png

    • Only Admins can edit /delete an organization palette.
    • Dashboard owners can switch between dashboard palettes, but they can't edit or delete them.
    • If a palette is deleted, the default organization palette will be used.

    Dashboard Views

    About

    dashboard_-_scenario_analysis_part_screen_117.jpg

    The 'Views' feature allows you to export a published range from Excel into your Dashboard and then:

    • Run that scenario in the Dashboard and add filters as needed, just as with any other widget.
    • See which cells are impacted.
    • Change the input value to alter the scenario.
    • Save it as a view, with or without filters.
    1. Export the published range from Excel to your Dashboard.
    2. Activate the Scenario View toggle. The Input Value/s from the published range are highlighted.
    3. Click the Input Value to identify the cells that are impacted (there is a dependency).
    4. Activate or change filters as needed.
    5. Edit the Input Value as needed or leave it unchanged.
    6. When you have the scenario you want, click Save View. The scenario will be saved along with any active filters.

    Save Dashboard Views

    dashboard---save-filters-and-view-117-source.gif

    Dashboard owners can save different views, delete them, or overwrite the name as needed, or make them favorites. When a view is saved it retains:

    • Current widgets
    • Dashboard (global) filters
    • Saved local filters and
    • Saved input values

    A view can be public or private.

    View Type Description
    Public Visible to owners, contributors and viewers.
    Private Visible only to the originator.
    1. Click Save View.
    2. Enter a name for the view.
      • Click the checkbox to save the view as the default.
      • Toggle to make the view Public or Private.
      • A success message flashes on the screen.
    3. To overwrite the view, click Save View again and enter a new name.
      • An overwrite success message flashes on the screen.
    4. Use the Save View dropdown to change views.

    Delete a View

    If you select Delete and change your mind, a message pops up for a few seconds, giving you the option to undo.

    Set a Default View

    dashboard_-_save_view_dialog_118.png

    1. Select the view and select Make this view my default view. When you next open the dashboard, this is the view that will show.


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