Grouping cards in a dashboard

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 group cards in a dashboard to make them easier to work with. For example, you can apply a filter card to a group, link a group as a source or target for other cards, or apply a theme to a group. You can also choose to hide cards in a group that has no data.

Display the group using the tab or list display type.

Once you have created the group, use the group list to select which card to view.

To group cards in the dashboard, perform the following steps.

From the Toolbox, choose Workbooks and select a workbook.
Create or select an existing dashboard.
Click Add Card at the top of the panel and choose Group Card.
Enter a title for the group card.
Choose to display as Tab or List.
Drag cards to the group column and create a new group.
Each time you drag a card, you are prompted to place it in an existing or new group.
Do one of the following:
1. After creating a group, right-click the group name and choose Rename.
  1. Enter a new name for the group and press Enter.
2. Click the Plus icon in the Groups column to add a new group.
  1. Right-click the group name and choose Rename.
  2. Enter a new name for the group and press Enter.
Add and rename as many groups as you need.
Drag cards into the other groups.
Click Add.
You can add any of the card types, such as a URL card.

Deleting a group or tabs on it

To delete a group or the tabs on it, perform the following steps.

From the Toolbox, choose Workbooks and select a workbook.
Select an existing dashboard that contains a group.
Do one of the following:
1. To delete a selected group tab or list item:
  1. Hover the cursor over the group title to display the ( ⋮ ) menu in the upper-right corner of the group and click Edit.
  2. Right-click a group name in the dialog box and choose Delete, then Group Only.
    The group only leaves the cards on the dashboard.
2. To remove a card from a group, right-click the ( ⋮ ) menu in the upper-right corner of the card and click Remove from Group.
3. To delete a selected group tab or list item and remove its associated cards from the dashboard:
  1. Hover the cursor over the group title to display the ( ⋮ ) menu in the upper-right corner of the group and click Edit.
  2. Right-click the group name in the dialog box and choose Delete, then Group with Cards.
4. To delete the entire group and the associated cards from a dashboard:
  1. Hover the cursor over the group title to display the ( ⋮ ) menu in the upper-right corner of the card and click Delete.
  2. Select Delete cards in groups from the dashboard to remove the cards and the group.
  3. Click Delete.
5. To delete an entire group card and leave the associated cards in the dashboard:
  1. Hover the cursor over the group title to display the ( ⋮ ) menu in the upper-right corner of the card and click Delete.
  2. Confirm that Delete cards in groups from the dashboard are not selected.
  3. Click Delete.

Editing dashboard groups

To edit dashboard groups, perform the following steps.

From the Toolbox, choose Workbooks and select a workbook.
Select an existing dashboard that contains a group.
Hover the cursor over the group title to display the ( ⋮ ) menu in the upper-right corner of the group and click Edit.
Make changes in the dialog box and click Save.

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