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Customizing dashboards

Owned by Sarabjeet Kaur
Last updated: Nov 10, 2023 by NIDHI BHANDARI
3 min read

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

Kyvos Azure Marketplace   Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

You can use the menus for the dashboard and the menus on each card to configure the dashboard. 

Rename cards

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

Add Filters

Add an action filter that can filter data from different semantic models. The level, attribute, or measure name must be the same in the different semantic models where you want to apply a global action filter. Not all names need to be the same, just those you want to use to apply a filter.

Note

If you are filtering on a time dimension, the date hierarchy must be the same in all of the semantic models.

Adding an action filter

To add an action filter, 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 the Filter card.

  3. Select a semantic model as a datasource for the filter, then click Add.

  4. Click the title area of the card, then click the ( ⋮ ) menu in the upper right corner of the card and choose Link Cards.

  5. Select the cards to be updated by this filter.

  6. Click Apply.

Editing a filter card

To edit a filter card, perform the following steps.

  1. Select the Update option, for example, to Automatic.

  2. Click the checkboxes to set the view options to Allow editing, Allow filter suspension, Show dimension filters, Show measure filters, Show title, or Show maximize option.

  3. For View Styling, you can fix the widget position so it will not scroll with the page, set the background color to transparent, or hide the scrollbar. 

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

  5. Choose one of the arrangement options to set the Alignment for the filter card.

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

  7. Click Save.

Choose color palette 

Click Properties and then select a palette from the list.

Choose background color

Click Properties and then select a background color from the color picker.

Change layout

Click Properties and then for Layout, choose fixed, flexible, or floating.

Change Theme

If themes are enabled, click Properties and then select a theme from the Theme list. You can also set or reset a background color for the entire dashboard.

Custom styling

You can set the spacing between cards, the appearance of the shadow or background color, and the card loading style. You can also align filter cards.

Click Properties and Widget Loader Style icons.

Set the gap and the shadow values using the sliders.

You can also click the link Custom CSS to do advanced customization of the appearance.

Hide cards with no data

Click Properties and choose Shrink cards with no data. If this option is not used, cards with no data are shown.

Organize cards

There are several ways to organize cards in a dashboard.

  • Click Properties to choose a Fixed, Flexible, or Floating view. In the flexible view, drag the cards to arrange them.

  • Use the Add Card menu and choose Group card to create a group of cards that are managed in a list or as tabs

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