Dashboards
Create
Knowi offers two options to create the Dashboard:
Option 1:
- Click on the Dashboards from the left and a list of existing dashboards will appear.
- Click on the + icon and a modal window providing options to create the dashboard will appear.
- Enter the name of the dashboard, press the OK button, and a new blank dashboard will be created.
Option 2:
- Click on the New + from the top left corner of the interface. A modal window providing options to create the dashboard will appear.
- Enter the name of the dashboard, press the OK button, and a new blank dashboard will be created.
After creating the dashboard, you can start adding the widgets to it.
Adding Widgets to Dashboard
Click on Widgets from the left and a list of already created widgets will appear. Please refer to this documentation to know more about- Widgets & Datasets
To add widgets to the dashboard, you can follow any of the following two methods:
Method 1: Drag or drop the widget to the dashboard
Method 2: Select any widget from the widget list and click on Add to Dashboard.
Widget Resize/Drag
Resize: Hover your cursor to the right bottom edge of a widget and click & drag to expand or shrink the widget.
Drag: From the top header section of the widget, click and drag to the appropriate position
Common Note: Positioning is automatically saved upon resize or drag.
Locking Dashboard Filters
It is possible to control which filters can be modified/accessed by an end user. This can be achieved by navigating to the dashboard Filter option and selecting the Settings option. Select Configure Manually option.
From there you may select either 'Allow' or 'Forbid' and then select the corresponding filters values from the list.
By default, all fields are set to 'Allow'.
Dashboard Settings
To access Dashboard-specific settings, click on the settings icon from the top right corner of the interface.
A modal window will appear providing the following options to configure the dashboard settings:
- Edit Dashboard Name
- Categories
- Display Options
- Custom CSS/JavaScript
- Custom Headers & Footer
- Popup Description
Edit Dashboard Name
Enter the new Dashboard Name and click 'Save'.
Categories
Go to dashboard settings and select the category name into which you would like to categorize your dashboards and sort them. Categorizing the dashboards makes it easy to find the appropriate dashboard you are looking for from several dashboards.
Display Options
Option | Description |
---|---|
Lock Dashboard | This option locks widget positioning, with resize/drag options disabled. Typically used to avoid accidental positioning modifications |
Widget filter icons | Toggle widget filters |
Widget settings | Toggle widget settings |
Actions | Toggle dashboard settings, filters, and sharing |
Dashboard Title | Toggle Dashboard title |
Widget title | Toggle widget titles |
Borders | Toggle widget boarders |
Enable Resize | Toggle the ability to resize widgets |
Allow drag | Toggle the ability to drag widgets |
Fixed Widget Positions | This will position the widget where you exactly place it in to the dashboard, instead of snapping it to fit automatically |
Pin Dashboard Filters Bar | This will pin dashboard filters bar on top of dashboard and will be visible during scrolling |
Share Options
Option | Description |
---|---|
Enable PDF export | Enables PDF export |
Enable headers | Disable all headers if not checked |
Enable PowerPoint export | Enables Powerpoint export |
Enable Dashboard Filter icon | Enable the dashboard Filter icon |
Widget InstantSights Icons | Enables widget InstantSights icons |
Enable Presenter | Enables Presenter |
Widget Spacing (px)
Spacing between widgets (px). A number between 0 and 200.
Dashboard Background Color
Adjust the dashbaord background color
Custom CSS/JavaScript
Add custom CSS () or JavaScript () tags, which will be applied to the dashboard for a customized look and feel.
Custom Headers & Footer
You can customize the dashboard header and footer with HTML for a customized look and feel.
Popup Description
Optional descriptions can be configured, which enables a pop-up description at the bottom of the screen when a user access that dashboard
The description is shown three seconds after the dashboard loads and fades out after 20 secs (or if upon scroll down).
Sharing Dashboard
A dashboard can be shared with multiple groups or users within your organization. Click on the horizontal ellipsis from the top-right corner of the interface, select Sharing Options from the dropdown list, and a sidebar will appear providing multiple options to share the dashboard.
Explicit Sharing
Share your dashboard with individuals or groups by giving them view, edit, or admin access.
- View Only: The user will only be able to view and interact with the dashboard and will not be able to save or modify the dashboard or dashboard settings.
- Edit: Ability to edit the dashboards.
- Admin: Ability to edit dashboards, set Global filters, and change widget level Cloud9QL.
Auto Share Groups
Auto share enables you to automatically share assets (dashboards, queries, datasources, etc.) you create to groups and can be enabled in your Team/user settings menu.
Share - Public
Shareable URL
Use this option if you'd like to share or embed a dashboard for public access without security. To generate a public URL for a dashboard, click on 'Shareable URL' from the Sharing Options under the horizontal ellipsis.
Note: This makes the dashboard publicly accessible, without requiring a login. Do not use this option for sensitive data.
In addition, the embed code can also be used to embed the dashboard into your own portal/HTML pages.
Disable sharing
To turn off the generated shareable URL, click on the horizontal ellipsis from the top-right corner of the interface, select Sharing Options from the dropdown list, and toggle OFF the 'Shareable URL'.
Secure Shareable URL
To generate an embeddable share URL for a dashboard, click on 'Secure Shareable URL' from the sharing options under the horizontal ellipsis.
Use this option to securely embed dashboards where you can filter the data based on parameters that are encrypted (using your customer key). This ensures that the request is not tampered with.
Disable sharing
To deactivate the secure Hash URL generated, click on the share icon from the top-right corner of the interface, select Sharing Options from the dropdown list, and toggle OFF the 'Secure Shareable URL'.
Note: We provide a number of options for embedding, depending on the level of access required. See embed docs
Whitelist IPs
Allow certain IP addresses access to view the dashboard.
Delete Dashboard
From the top horizontal Ellipsis, click on the 'Delete' button to remove the dashboard.
Removing and Deleting a Widget
To remove a widget from the dashboard, click on More Settings on the top right of the widget you want to remove and select "Remove from Dashboard" option from the dropdown list.
To permanently delete a widget, click on the Widgets from the left, hover your cursor on the widget that you want to delete, and click on the widget settings.
A new modal window will appear providing the widget setting options. Click on delete from the top right corner of the interface and this will delete the widget and the dataset (if the dataset is not linked to other widgets).
Localization (beta)
The display of time series chart legends and filters can be localized on a per user basis by selecting the Locale option under User Settings. Useful for embedded dashboard and widget modes, this will then render any time series chart selected in the locale specified. Current locales supported are English (en), French (fr) and German (de).
For support for other locales, please contact [email protected]
Schedule/Send a Report
Knowi's report scheduling features allow you to schedule dashboard exports as a PDF and/or CSV attachment and sent to you directly via Email, Webhook, Slack, or Microsoft Teams. You can schedule an email report to have it delivered as a PDF and/or CSV directly to you and your team's inbox daily.
Please refer to this documentation to know more about- Scheduled Reports.
PDF Export
Click on the share icon at the top right corner of the interface and select 'Export As PDF' from the drop-down menu to export the dashboard as a PDF. Configure all the fields and click on Export PDF.
Export As PowerPoint
Click on the horizontal ellipsis at the top right corner of the interface and select 'Export As PowerPoint' from the drop-down menu to export the dashboard as a Powerpoint file.
Upon clicking the Export As PowerPoint button, a sidebar from the right will slide out providing you the option to configure multiple fields and define how the exported file should look like:
Field | Description |
---|---|
Font Color | Font color of the Powerpoint |
Background Color | The background color of the Powerpoint |
InstantSights | Include Natural Language Generation or not |
Exclude Grids | Exclude grid-type widgets from the export or not |
Exclude Cover Page | Exclude the first page of the export containing the cover page or not |
Click Export PowerPoint to download the dashboard as a PowerPoint file into your local system.
The PowerPoint slides will show widgets along with insights in plain English as shown in the snippet below:
Presenter Mode
Click on the horizontal ellipsis at the top right corner of the interface and select 'Presenter Mode' from the drop-down menu to launch the dashboard in presentation mode.
Upon clicking the Presenter Mode button, a sidebar from the right will slide out providing you the multiple fields to customize and define how the presentation should look like:
Field | Description |
---|---|
Exclude Grids | Exclude grid-type widgets from the export or not |
InstantSights | Include Natural Language Generation or not |
Auto Rotate Slides (Secs) | Type in the seconds before the transition. Leave empty if it will be user-driven |
Loop | Loop through the slides from the beginning once finished |
Click on Start Presentation to open the dashboard in presentation mode and the slides will automatically transit to the next, hence, transforming your dashboard into an "easy-to-understand" and "intelligible" version.
Widget History
Keep track of all the historical changes or modifications performed on top of any particular widget in the dashboard via "History" options. All the historical changes performed (previous versions) are time stamped and include the username that executed the change.
You can also revert back (restore) your widget to any particular version from the widget history.