Dashboard layouts

A dashboard is composed of one or more elements that are designed to always occupy 100 percent of a screen. When you create a dashboard, you can create a desktop view and a mobile view. The layout for each view should be configured to be optimal for the device used for viewing.

The layout of a dashboard's view is composed of rows and columns. As you add elements to a view, they are added to the layout tree in the View pane. The layout tree outlines the rows and columns that comprise the view, and the elements contained in them. A row describes elements that are docked side by side in the dashboard layout. A column describes elements that are docked above and below each other in the dashboard layout. You can hover over a row or column in the layout tree to highlight the elements it contains.

Desktop view layout

The default layout of a dashboard is optimized for desktop viewing. When you resize your browser, the elements resize to fit. The desktop layout contains the body, an optional header, and optional sidebar. The body contains visual elements, organized with a docking layout. A header can include a title, subtitle, icon, background image, and menu, as well as selectors. A sidebar can contain a title, captions, and selectors.

Mobile view layout

A dashboard can have an optional mobile view that contains the same or new elements. The mobile layout contains the body, an optional header, and optional drawer. The body contains visual elements, organized with a docking layout. A header can have a title and icon. A drawer is used to host selectors.

Manage layouts

You can arrange most dashboard elements by moving, resizing, stacking, and grouping them. The only elements that can't be rearranged are the header, sidebar, and drawer. These occupy a predefined space on a dashboard's view, and a view can only have one of each.

Tip:

As you are working on a dashboard's layout, save your work. To create a duplicate of a dashboard, click the Save button Save, and click Save as.

Move elements

You can move elements to rearrange them on a dashboard. As you move elements in a layout, their position in the layout tree changes.

To rearrange the elements on a dashboard view, click Drag item drag item while moving the element toward the indicator for the desired position. Release the mouse button when the hint text changes from Drag to new position to text that includes Dock as, such as Dock as a column as shown in the following image:

Dock element

You can dock elements as rows or columns. Elements can be docked to sections of the dashboard view or to sections of other elements. For example, you can dock an element as a column to the right side of the view, or you can dock an element as a column to the right side of another element.

Resize elements

To resize an element, hover over its vertical or horizontal border until the pointer changes to crosshairs, and drag the border until the element is the desired size. As you drag the element's border, you can view the percentage of the row or column the element takes up as shown in the following image:

Resize element

You can also resize an entire row or column so that the elements contained in them are sized evenly. To resize an entire row, click the Distribute width evenly button Distribute width evenly next to the row in the layout tree. To resize an entire column, click the Distribute height evenly button Distribute height evenly next to the column in the layout tree.

Stack elements

You can stack two or more elements on top of each other to create tabs for each element. When elements are tabbed, only one element is visible at a time, and the other elements are hidden. The tabs allow you to select which element is visible. On a mobile view, users can navigate through the tabbed elements to view them.

Note:

Tabbed elements cannot be grouped with other elements.

To create a tabbed view of two or more elements, click Drag item drag item while moving the element toward the center position indicator of the target element. Release the mouse button when the text changes to Stack the items as shown in the image below. Alternatively, you can also create a tabbed view by adding a new element directly on top of another element.

Stack elements

Once an element has been added to the stack, a new tab is created. Tabs can be renamed by clicking the tab and clicking the Edit button Edit tab. You can also rearrange the order of the tabbed elements by clicking and dragging the tab.

Group elements

You can group elements to join them together in a dashboard layout. Unlike tabbing, grouping elements does not hide the other elements in the group. Grouping allows you to move and resize the elements as if they were only one and hide the margins between them.

Note:

Grouped elements can be stacked with other elements or groups.

To group two elements, click Drag item drag item while moving the element toward the center position indicator of the target element as if you are stacking elements. However, before releasing the mouse button, press and hold the Shift key. This will cause the position indicators and the element you're moving to turn green. Release the mouse button when the hint text changes to text that contains Group as, such as Group as a column as shown in the image below. Be sure to release the mouse button before you release the Shift key.

Alternatively, you can press and hold the Shift key when adding an element to a dashboard to add the element to a group.

Group element

You can also group an entire row or column at once. When you group an entire row or column, the elements contained in them are automatically grouped together. To group an entire row or column, click the Group elements button Group elements next to the row or column.