Tools → Dashboard Manager

This document covers the new dashboard management experience that Incorta introduced starting 2023.4.0. Here we explain how you can use the new dashboard manager, the different layouts available, and how to add components and edit their settings within a dashboard layout.

With the new enhanced dashboards, it is now easier to create, edit, delete, copy, and re-organize your insights using one of the two available layouts that you can choose from the Appearance tab:

1. Grid layout (default)
2. Free-form layout (new)

In the dashboards manager page when you start adding a new insight, the left pane shows two tabs: Add Insight and Appearance.

1. Add Insight – contains all available components including the components you have previously downloaded from the Component SDK marketplace.
2. Appearance – contains the layout types that you can choose from.
3. Layers – Only available when you select free form as your layout, it contains the added insights that you can reorder for layering purposes. Starting 2024.1.x, you can select multiple insights and add them in a group.

Layout Settings

Grid layout settings

The grid layout is the default layout used in the dashboards either newly created or after the upgrade. The grid layout organizes the components coinciding to each other and respects their proportions. It’s more rigid than the free form layout.

In the grid layout, you can control default styles for the existing through the Appearance tab.

There are two sections: Grid Settings and Component Styles.

Grid Settings

Free form layout settings

The free form layout is the new layout introduced this release. The new layout enables you to organize your components in a free way that empowers your presentation for the created insights.

Canvas Background

In the Canvas Background tab, you can pick colors and upload images for your canvas’ background. The following is the detailed settings for each of the options available in this tab.

Layers

In the Layers tab, you can find all the components you have added in your canvas in the order you have added them. Re-ordering the components overrides the layering that is done in case you have components layered one on top of the other.

Starting 2024.1.x, you can group multiple insights together. Group insights using the group button (grouped list icon). The group icon is only active when you select multiple insights that do not belong to any group. You can also drag and drop single insights to and from a group.

With creating a group of insights, you can do the following:

• Order insights or groups using the direction arrows to bring the insights forwards or send them back. The icons are only active when you select at list one group or one insight.
• Resize a group of insights by draging borders.
• Move a group around in the free-form layout.
• Expand and collapse a group of insights.

Next to each group are the following icons:

You can always rename a group by double-clicking the group category and entering the name that you want.

Also, next to each component are three icons as follows:

Common tabs

The following tab is common in both grid and free-form layouts.

Component Styles settings

The Component Styles tab settings are per component so it’s only available when you select a component.

Tips and tricks

• You can select all components within a layout using Ctrl + A to edit their style settings.
• As you move a component within your free-form layout, you will notice snapping lines that help you center or align this component along with other components.

Dashboard actions

Create dashboard and add insights

In Content, in the Action bar, do the following:

1. Select + New, and in the Add New menu, select Add Dashboard.
2. Name your dashboard.
3. In the Action bar, select Edit (pen icon).
4. Select your layout type, knowing that the default is “Grid Layout.”
5. Start adding in your components.
6. Edit each component to start building your insights.

Copy an Insight from one Dashboard to Another

Copy an insight from one dashboard to another as follows:

1. For the insight you would like to copy, select More Options (⋮ vertical ellipsis icon).
2. In the More Options Menu, select Copy.
3. To paste the insight:

• For a new dashboard, select Paste Insight in the Insight canvas.
• Or, select Edit (pen icon) → Paste Insight in the Action bar.

Duplicate an Insight within a Dashboard

Duplicate an insight within a dashboard as follows:

• For the insight you would like to duplicate, select More Options (⋮ vertical ellipsis icon).
• In the More Options Menu, select Duplicate. The insight is duplicated at the bottom of the active dashboard tab.

Copy/Duplicate an Insight within a Dashboard Layout

If you are in edit mode within a dashboard layout and you need to copy/duplicate an insight, all you need to do is just select Copy (two papers icon).

Incorta copies/duplicates the insight of the active dashboard layout. Or you can select an insight and use the key stroke (Ctrl + C) and paste (Ctrl + V).

Comments

Starting 2024.1.x, you can post comments on dashboards you created or shared with you. You can also edit, delete, and reply to comments that you have added, as well as mention other users. Incorta notifies you with an email when the following actions occur:

• Another user mentions you in a comment.
• A comment you are mentioned in is edited.
• A reply is posted to a thread you are following.
• Users reply to your comment.

The notification email contains:

• Who posted the comment.
• Type of comment if it was a mention, a reply, or an edited comment.
• The posted comment/reply.
• The dashboard link.

If you do not have access to the dashboard, you must contact the dashboard owner to share it with you so you can reply or add more comments.

Add a comment

1. Open a dashboard.
2. Select the chat bubble icon in the Action bar.
3. Start typing your comment, and then select Comment to post it.

Edit a comment

1. Open a dashboard.
2. Select the chat bubble icon in the Action bar.
3. Select a comment you added earlier, and then select More Options (... ellipsis) icon.
4. Select Edit.
5. Type in your comment updates, and then select Edit to update the comment.
6. Select Cancel if you want to undo your changes.

Mention a user comment

1. Open a dashboard.
2. Select the chat bubble icon in the Action bar.
3. Start typing your comment.
4. Type in @ and then first letters from the username you want to mention.
5. Select the user from the list that appears.
6. Select Comment to post your comment.

Delete a comment

1. Open a dashboard.
2. Select the chat bubble icon in the Action bar.
3. Select a comment you added earlier, and then select More Options (... ellipsis) icon.
4. Select Delete.
5. Confirm comment deletion, knowing that you cannot undo this action.

Add a reply

1. Open a dashboard.
2. Select the chat bubble icon in the Action bar.
3. Select a comment you want to reply to.
4. Select the reply (arrow) icon.
5. Type in your comment, and then select Reply.

Copy link to comment

1. Open a dashboard.
2. Select the chat bubble icon in the Action bar.
3. Select a comment, and then select More Options (... ellipsis) icon.
4. Select Copy Link.

Present a Dashboard

Starting 2024.1.x, Incorta added a Presentation icon in the Action Bar enabling you to present a dashboard without having to add it to favorites. When selecting the presentation icon, Incorta displays the currently selected tab in fullscreen mode.

During the presentation, you can switch between tabs using the available arrow icons and keyboard arrows; or simply select the Play button in the Control bar.

Using the Control bar, you can also adjust the displaying time for each tab, as well as choose how to fit the content of your tab within the screen. Below are the available controls:

Personalize the Dashboard

Select Dashboard Insights

Use the Edit Layout panel to select the insights to include on your dashboard with the following steps:

1. Open the Edit Layout panel with one of these two options:
   • Select Personalize (page icon) in the upper right corner of the dashboard page, select Personalize and Select Insights in the Context bar.
   • Select More Options (⋮ vertical ellipsis icon) → Personalize to the right of the tab name on the active dashboard tab, and Select Insights in the Context bar.
2. In the Selected Insights panel to the right of the insights, select or deselect the insights to include or exclude from the dashboard, respectively. By default, all insights are included.
3. Select the Save button.

Edit the Dashboard Layout

Use the Edit Layout panel to move and resize insights on your dashboard with the following steps:

1. Open the Edit Layout panel with one of the following options:
   • Select Personalize (page icon) in the upper right corner of the dashboard page, and Edit Layout in the Context bar.
   • Select More Options (⋮ vertical ellipsis icon) to the right of the tab name on the active dashboard tab, and select Edit.
   • Select Edit (pen icon) from the Action bar
2. Drag and drop the insight to the desired area of the dashboard.
3. Resize insights in a dashboard using the following methods:
   • For multiple insights within the same row, drag and drop the horizontal border line to resize all insights in that row.
   • For a single insight, drag and drop the vertical border line to resize that particular insight.
4. Select the Save button.

Edit Insight Settings

Use the Edit Layout panel to select the columns to include in the insight (table visualizations only) with the following steps:

1. Open the Edit Layout panel by selecting Personalize (page icon) in the upper right corner of the dashboard page, and Edit Insight Settings in the Context bar.
2. Select a table insight on the dashboard.
3. In the Table Columns panel, select or deselect the measures to include in the insight. All measures are included by default.
4. Select the Save button.

More options

Focus an Insight

Enlarge an insight to full screen, and view the remaining insights on a tab one by one as follows:

1. Select More Options (⋮ vertical ellipsis icon) for the insight.
2. Select Focus.
3. Select the right or left arrows in the Action bar to view the other insights on a tab in full screen mode.

Download an Insight

1. Select More Options (⋮ vertical ellipsis icon) for the insight.
2. Select Download as.
3. Select the download file format:
   • For chart insight types, the options are PNG, JPEG, PDF, and SVG.
   • For table insight types, the options are XLSX and CSV.

Print a Chart Insight

For chart insight types only, print the insight as follows:

1. Select More Options (⋮ vertical ellipsis icon) for the insight.
2. Select Print Chart.
3. Select Print.

View Chart Insight as a Table

For chart insight types only, view the chart as a table as follows:

1. Select More Options (⋮ vertical ellipsis icon) for the insight.
2. Select View as Table.
3. Select the table type. The options are:
   • Regular
   • Aggregated

Delete an Insight

1. Select More Options (⋮ vertical ellipsis icon) for the insight.
2. Select Delete.
3. In the dialog, select Delete.

Set an Insight Alert

1. Select More Options (⋮ vertical ellipsis icon) for the insight.
2. Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.

View the insight lineage

Starting with 2023.7.0, you can view the data lineage of each insight on the dashboard. The Data Lineage Viewer v2 displays the entities (tables, views, variables, and columns) that the insight references.

• For the insight you want, select More Options (⋮ vertical ellipsis icon).
• Select Open Lineage. The Data Lineage Viewer v2 opens displaying the data lineage diagram of the insight.

Manage Dashboard Bookmarks

After you run filters on a dashboard, you can add a bookmark to the dashboard to save a dashboard filter for later use. You can create scheduled jobs to deliver a dashboard as PDF or HTML to export folders or via email while applying a selected bookmark. You can also select to reveal the bookmark name and the values of the applied filters in the delivered files.

Add a bookmark

Here are the steps to add a bookmark:

1. Select the Bookmark icon in the upper left corner of the dashboard.
2. Select + Add Bookmark.
3. Enter a Name for the bookmark.
4. Optionally select the Set as Default checkbox, which will cause the filter to be applied to the dashboard when opened.
5. Optionally select the Include Default Prompts checkbox, which will include the default prompts even if they are not part of the bookmark that is set as default.
6. Optionally select the Make it Public checkbox, which will share the bookmark with users that have access to the dashboard.
7. Select Add.
8. Select Close.

Edit a bookmark

Here are the steps to edit a bookmark:

1. Select the Bookmark icon in the upper left corner of the dashboard.
2. Select the pen icon to the right of the bookmark you want to edit.
3. Edit the bookmark name or options.
4. Select Save.

Update the bookmark filters

You can update the filters of a bookmark and save these updates. When you update bookmarks that you or other users use in scheduled dashboard delivery jobs, these changes are applied in the next job runs.

Here are the steps to update the bookmark filters:

1. Apply the filters you want on the dashboard.
2. Select the Bookmark icon in the upper left corner of the dashboard.
3. Select the bookmark with arrow icon to the right of the bookmark you want to update its filters. New filters overwrite the bookmark saved filters.
4. In the warning message, select Update. New filters will overwrite the bookmark saved filters.

Delete a bookmark

Here are the steps to delete a bookmark:

1. Select the Bookmark icon in the upper left corner of the dashboard.
2. Select the Delete (trash can) icon to the right of the bookmark you would like to delete.
3. In the warning message, select Delete.

Engage the Audience with the Dashboard

As the dashboard creator, there are several ways for you to engage the audience of your dashboard in order to initiate collaboration on the analytics presented. The following are ways to engage the audience:

• Share the dashboard
• Send the dashboard as an email
• Schedule delivery of the dashboard
• Configure filters, prompts, and variables

Share the Dashboard

Share a dashboard with other users, email addresses, or groups, and provide them with either View, Share or Edit access to the dashboard. Here are the steps to share a dashboard:

1. Select the Share icon in the top right corner of the dashboard page.
2. Select Share Access.
3. In the Share dialog, in the With: field, enter the name of the user, email address, or group you would like to share the dashboard with, and select it from the results.
4. Select the eye icon to the right of the With: field to set the access level as Can View, Can Share, or Can Edit. The default value is Can View.
5. Select Share.
6. Select Close.

Send or Schedule Delivery of the Dashboard

Schedule delivery of the dashboard to send the dashboard to other users, email addresses, or groups, or send dashboards to data destinations. Set up the delivery of the dashboard on a recurring basis to proactively share dashboard updates with the recipients or send the dashboard right away.

Here are the steps to schedule delivery of the dashboard:

1. Select the Share icon in the top right corner of the dashboard page.
2. Select Send/Schedule a Report.
3. In the Schedule page, enter the dashboard schedule and delivery properties.
4. Select the delivery channel: Email or Data Destination, and then enter the dashboard email properties or the dashboard data destination properties respectively.
5. Select Done.

Additional Dashboard Options

Hide or Show the Filter Bar

A filter must be applied to do the following:

1. Select More Options (⋮ vertical ellipsis icon).
2. If the Dashboard Search and Filter Bar is displayed, select Hide Filter Bar.
3. If the Dashboard Search and Filter Bar is hidden, select Show Filter Bar.

Switch Between Relaxed and Compact Dashboard View Mode

1. Select More Options (⋮ vertical ellipsis icon).
2. If Relaxed Mode is active, select Switch to Compact Mode.
3. If Compact Mode is active, select Switch to Relaxed Mode.

Configure Dashboard Settings

Configure dashboard properties and advanced settings as follows:

1. Select More Options (⋮ vertical ellipsis icon).
2. Select Configure Settings.
3. Edit the dashboard configuration properties as necessary.
4. Select Save.

Dashboard configuration properties

View the dashboard lineage

Starting with 2023.7.0, you can view the data lineage of the whole dashboard, as well as each insight. The Data Lineage Viewer v2 displays the entities (tables, views, and variables) that the dashboard references, whether entities that the dashboard insights reference or that the dashboard itself references in its filters and prompts.

• Select More Options (⋮ vertical ellipsis icon).
• Select Open Lineage. The Data Lineage Viewer v2 opens displaying the dashboard data lineage diagram.

Move a Dashboard

Move a dashboard to another folder as follows:

1. Select More Options (⋮ vertical ellipsis icon).
2. Select Move to…
3. In the folder tree, navigate to the folder to move the dashboard to. You can filter the tree results by entering a search string in the Search text box. Optionally add a New Folder to add the dashboard to by selecting the New Folder button.
4. Select Move.

Copy a Dashboard

1. Select More Options (⋮ vertical ellipsis icon).
2. Select Make a Copy.
3. Optionally enter a New Name for the dashboard copy. The default is the name of the original dashboard with Copy appended to the end.
4. In the folder tree, navigate to the folder to move the dashboard copy to. You can filter the tree results by entering a search string in the Search text box. Optionally add a New Folder to copy the dashboard to by selecting the New Folder button.
5. Select Copy, or select Copy & Open if you would like to open the dashboard copy.

Export a Dashboard

Export a dashboard as follows:

1. Select More Options (⋮ vertical ellipsis icon).
2. Optionally select the Include Bookmarks and Include Scheduled Jobs checkboxes to include this information in the XML.
3. Select Export.

Delete a Dashboard

1. Select More Options (⋮ vertical ellipsis icon).
2. Select Delete.
3. In the dialog, select Delete.