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Configure an element

After an element has been added to a dashboard, it needs to be configured. The exact details for each element differ, and the following is presented as general information only. For configuration details specific to an element, see that element's topic under the Dashboard elements section of this help system.

Many elements have too many configuration settings to fit all on one screen. To alleviate this, you are often presented with a series of tabs that are arranged vertically along the left side of your screen. When clicked, each tab presents information that corresponds to a different aspect of configuring that element. The following shows the configuration for a serial chart, with the Data tab highlighted.

Data tab for serial chart
Note:

When an element does not need more than one tab to capture all the necessary configuration information, no tabs are presented. For example, header, left panel, and rich text do not require tabs.

To understand the settings exposed on the various tabs, think of the element as having three distinct areas: a title area, an area for the visualization itself, and a description area, which are labeled 1, 2, and 3 in the below image, respectively. The title and description area are configured in the General tab. The visualization itself is based on settings configured in the Data tab (if applicable) and any other element-specific tabs you see.

Anatomy of an element

General settings

In many cases, the general settings for an element appear in the General tab, although not all elements have tabs. The following are descriptions of the most commonly seen general settings.

Name—When each element is added to a dashboard, it is assigned a name. If your dashboard will be a relatively static representation of data, it is okay to leave the name as its assigned default. However, if your dashboard will provide a more interactive experience, assigning an easy-to-interpret name will make configuring dashboard actions easier.

Title—An area at the top of the element to place a title or other useful information. This information is configured as rich text. See Effective use of HTML for more information. If a title is not specified, this area can be occupied by the data visualization. Titles larger than 30% of an element's height will cause scrollbars to appear. If this is not conducive to your needs, consider using a rich text element grouped to the element being configured instead.

Description—An area at the bottom of the element to place useful information. This information is configured as rich text. See Effective use of HTML for more information. If a description is not specified, this area can be occupied by the data visualization. Descriptions larger than 30% of an element's height will cause scrollbars to appear. If this is not conducive to your needs, consider using a rich text element grouped to the element being configured.

Last Update Text—The last time the element's layer was refreshed. This setting is enabled by default, and always appears at the bottom right corner of the element's description area.

Data settings

Most dashboard elements are data-driven, and require that you select their data source as the first step of configuring them. In the case of the map element, you are asked to select a web map. In the case of other elements, such as indicator, gauge, list and details, you are asked to select a layer.

Tip:

If you've previously added other elements to the dashboard, their data sources will appear as options for you to select when adding new elements. For example if you've previously added a map element, its operational layers will appear as potential data sources when adding other elements.

When configuring a data-driven element, there will be a Data tab. In this tab you can change the data source if needed. You can also apply filters. For some element types, there are element-specific data settings. For example, both the indicator and gauge expose a Value Conversion setting, which is used for converting values from one unit of measurement to another at runtime.