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Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

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For some card types, you can specify whether to show the title or maximize options.

From Kyvos 2024.1.x onwards, when you edit a data card, you can assign a title to their data cards. The assigned title will appear, and you can also see the titles of all existing data cards along with their corresponding worksheets. This feature assists in identifying the details of a specific card created for a particular worksheet.

Adding a card

To add a card to a dashboard, perform the following steps.

1. From the Toolbox, select Workbooks, then select a workbook and dashboard.

2. Click Add Card at the top of the panel and choose one of the card types.

   

3. If you choose Data cards, do the following:

   1. Click the checkboxes next to the worksheets you want to use. Or choose Select All.
      You can also click Search and type to quickly find a worksheet. In the Already Added section, you can also view name of the added worksheet and title of the data cards. When you hover over the title of the worksheet, you will view the details such as Name, Title, and Group Name (if it is grouped).

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   2. Specify whether to show the legend, title, or maximize option.

   3. Click the checkbox to fix widget position, make the background transparent, or hide the scrollbar.
      Click the i icon to learn more.

   4. Set the Margin for the dashboard card. You can also specify different margin values for all four sides using the dotted square option.

   5. Select the position of the Legend to display in the dashboard. 

   6. Select the Legend Arrangement as free flow or tabular. 
      NOTE: The tabular view arrangement is applicable for the top and bottom positions only. 

   7. Under CSS selectors, you can use the default value or enter a custom ID and class. 

   8. Click Add.

      

4. If you choose the URL-based card, do the following:

   1. Enter the URL and title for the card.

   2. Select whether to show the title or maximize option.

   3. Click the checkbox to fix the widget position, make the background transparent, or hide the scrollbar.
      Click the i icon to learn more.

   4. Set the Inner Margin for the dashboard card. Using the dotted square option, you can also specify different margin values for all four sides.

   5. Specify CSS selectors ID and class. 

   6. Click Add.

      

5. If you choose the HTML card, do the following:

   1. Enter the title for the card.

   2. Add any HTML or text.
      You can add graphics, scripts, or links to other content using HTML code. Click <> to view the HTML source.

   3. Click Background to add or remove a color.

      1. You can select a color by using the color picker, clicking on the gradient, using the color slider, entering the hex value, or entering the RGB value. 

      2. Use the transparency slider to adjust the transparency if needed. By default, it is not transparent.

      3. Click Select.

      4. To remove a color, click Background and select Remove Color.

   4. Click ? to view handy keyboard shortcuts.

   5. You can also use the rich text editing options in the dialog box to set the font, font style, size, and paragraph details.

   6. Click ... to access additional rich text editing options.

   7. Click Settings, then select whether to show the title or maximize option. 

   8. Click the checkbox to fix the widget position, make the background transparent, or hide the scrollbar.
      Click the i icon to learn more.

   9. Set the Inner Margin for the dashboard card. Using the dotted square option, you can also specify different margin values for all four sides.

   10. Specify CSS selectors ID and class. 

   11. Click Add.

       

Editing a card

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To duplicate edit a card in a dashboard, perform the following steps.

1. Click the Actions menu ( ⋮ ) in the upper right corner of the card, and select the Edit option from the list.

2. You can add or modify the Worksheets used in the card.

3. Edit the Title if needed. 

4. You can also provide a Subtitle for the card. For KPIs, the sub-titles are updated automatically on updating the filter or measure value used in the conditions.

5. Select the Same as Worksheet check box if you want to keep the data card description the same as the worksheet.

6. Additionally, you can update the View Options and View Styling for the card.

7. Once done, click the Save button.

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Duplicating a card

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1. Click the Actions menu ( ⋮ ) in the upper right corner of the card, and select the Edit option from the list.

2. A copy of the card is created. You can edit the card as needed.

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1. From the Toolbox, select Workbooks, then select a workbook and dashboard.

2. Click the Actions menu ( ⋮ ) in the upper right corner of a card and choose Delete.

3. Click Delete to confirm.
   

   

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