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Creating dashboards

Owned by Sarabjeet Kaur
Last updated: May 13, 2024
2 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)

A dashboard shows you a summary view of your data at the moment you are viewing it. When you view the dashboard after the source data has been updated, the dashboard reflects those changes. 

Creating dashboards

To create a dashboard, perform the following steps.

  1. From the Toolbox, click Workbooks, then select a workbook.

  2. Click Add at the top of the workspace and choose Dashboard.

  3. Click the checkboxes next to the worksheets you want to use. Or choose to Select All.
    You can also click Search and type to quickly find a worksheet.

  4. Specify whether to show the title or maximize option.

  5. Click the checkbox to fix the widget position so it will not scroll with the page, make the background transparent, and hide the scrollbar.
    Click the i icon to learn more.

  6. Enter a value in pixels to set the inner margin for the cards. Use the dotted square to specify the inner margin for all four sides.

  7. Select the required legend for the Data card.

  8. Select the legend arrangement as Tabular or free flow.

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

  10. Click Add.

    image-20240509-110820.png

  11. Right-click the default dashboard name and choose Rename.

  12. Enter a new name, then click Rename.

  13. Click Save.

Note

If there is an error in rendering data or any other warning on the card, you will see an alert icon in both the Design and View modes.

Customizing data cards

Note

After creating the dashboard, you can drag or resize the cards in the order you want them to display. You will see card boundaries and perimeters while designing and rearranging the layout. This gives you an estimate of the space it will take on the dashboard.

You can also drag or resize the data cards in the dashboard into a different arrangement. click the ( ⋮ ) Actions menu in the upper right corner of each card to choose additional options, as shown below:

image-20240509-111146.png

Dashboard Properties

You can set properties that set behaviors for the entire dashboard. For more details, see Configuring Dashboard Properties.

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