Customizing a dashboard - Data360_DQ+ - Latest

Data360 DQ+ Help

Product type
Software
Portfolio
Verify
Product family
Data360
Product
Data360 DQ+
Version
Latest
Language
English
Product name
Data360 DQ+
Title
Data360 DQ+ Help
Copyright
2024
First publish date
2016
ft:lastEdition
2024-07-09
ft:lastPublication
2024-07-09T15:09:58.774265

You can customize a dashboard by using the Dashboard Settings dialog to define global settings for the dashboard:

  1. Select the Pipelines menu at the top of the page.
  2. Click the menu button to the right of the dashboard that you want to customize and select Edit >Edit Stage.
  3. Click the Dashboard Settings button on the right of the screen in the Dashboard header bar.
  4. Edit the dashboard settings as required. The Dashboard Settings dialog contains the following tabs:
    • Settings
    • Fonts
    • Borders
    • Header color
  5. Click OK to return to the dashboard, then click the Save button.
  6. You can also edit the font and style of a dashlet title, see "Configuring dashlet title text".

Settings

Sheet settings

  • Show data load timestamp on dashboard - Select this option if you want to add a latest load time stamp to the top of the dashboard, to help you to verify the last time that a dashboard loaded new data. The time stamp reflects the last time a dashboard's default data view loaded data.
  • Apply filter across sources with same field name - Select this option if you want to apply a filter to the dashlets that has a field by the same name with the same type across sources. By default, and for all existing dashboards, this setting will be unchecked.
  • Dashboard dimensions - By default, a dashboard viewed in view mode will be sized so that every dashlet in the dashboard fits within a single screen. If you want to change this, set the Min. Width and Min. Height properties to values larger than those produced when the Use Current Dimensions button is pressed. By altering the default dimension settings, you can enable scrollable dashboards with content that spans more than a single screen.
  • Primary Stage - By default, when a dashboard is created, the primary stage is chosen. If there are no dashlets using the primary stage, you can change the primary stage by selecting Change Stage.
    Note: The Change Stage button is visible only if there are no dashlets using the primary stage.

Portal integration

Use the Portal Integration settings to specify a Dashboard URLand Dashboard Comment URL. For more information, see Configuring portal integration.

Controlling access to the visualizer

If you want to control access to the Explore a Dashlet in the Visualizer button on the toolbar of each chart or table dashlet within a dashboard:

  1. Select Secure Access to Visualizer, then select the Environment Groups that you want to grant access to.

When Secure Access to Visualizer is not selected, all users will have access to the Visualizer from all dashlets in all sheets of the dashboard.

When Secure Access to Visualizer is selected, only the environment groups that you specify in the Environment Groups property will have access to the Visualizer from all dashlets in all sheets of the dashboard.

Note: If Secure Access to Visualizer is selected and there are no environment groups specified, the Visualizer will not be available to any user.

Fonts

Select a global Font Family to be applied to all components within your dashboard. A component uses this font family unless it has had a different font family set at the individual component level.

The default font is Nunito Sans.

Borders

Use the Borders tab to configure the thickness and color of the outer border of elements displayed on the dashboard.

The default border thickness is 3px.

The default border color is #ffffff (white).

Header color

Use the Header Color tab to configure the background color of the header bar of elements displayed on the dashboard.

The default value is #f5f5f5.

Configuring dashlet titles

You can edit the font and style of a dashlet title, and you can add a placeholder to your dashlet title to reference a data view field computation:

  1. Double-click the dashlet title.
  2. If the dashlet is a chart or table, click the Edit Title button to open the Edit Title dialog.

    For other dashlet types, the Edit Title dialog is displayed when you double-click the dashlet title.

  3. To edit and style the font, use the Text box.
  4. To add a placeholder:
    1. Click the Add a new place holder button.
    2. Select a placeholder type. Choose from:
      • Simple - Select this option to apply an aggregation function to a field in your data view, much like when a field is dragged onto the y-axis measure of a chart dashlet. For example, the sum of the "loan amount" field.
      • Computed - Select this option if you want to enter an expression to create a computed field by performing additional arithmetic using one or more fields with functions and operators. For example, the sum of the "loan amount" field + the sum of the "tax" field, divided by ten.
    3. If you selected Simple, select a Field and a Computation Type in the New Field dialog. Or, if you selected Computed, configure the fields in the New Computed Field dialog. To open the expression editor, click the pencil button.
    4. Place your cursor in the Text box where you want to add the placeholder, then click the Insert place holder button. The following format is used {placeholder number} for example {0}:

      In this example, the average loan amount would be displayed to the right of the chart title:

Dynamic dashlet titles

If your dashlet title includes a computation, the title will dynamically update based on any selected filter.

For example, within your dashboard, you have a Filter dashlet that contains the following list of departments from a "department" field in your data view:

  • Product management
  • HR
  • Engineering

You also have a Chart dashlet within your dashboard. The Chart dashlet references the department information in its title, in the following format: {department} average spend

Depending on the department that is selected in the Filter dashlet, the Chart dashlet title automatically updates to one of the following values:

  • Product management average spend
  • HR average spend
  • Engineering average spend

Editing chart dashlet titles inline

For Chart or Table dashlets, you can style the title text inline by using standard HTML tags:

  1. Double-click the title.
  2. Edit and style the text using standard HTML tags, for example, to create bold text:

    If you prefer to use the text editor, or want to add a placeholder, click the Edit Title button.

For information on the elements that you can add to a dashboard, see Dashboard elements.