Figure 1: Dashboard Page Switcher View
Below are the details/naming conventions from the above screenshot:
- F: Current selected page (displayed with icon on left side of the page name in the page list)
Figure 2: Dashboard Widgets Layout
- Page Name
- Page Number
There are two ways to switch dashboard pages:
Method 1: Using the Page List
1. Tap the ▼ icon.
2. Select the page you want to view.
- Swipe left or right anywhere on the dashboard to switch between pages easily.
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Home |
To navigate to Home screen |
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Recent Dashboards |
To open Recently Opened Dashboard modal |
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Comment |
To open comments modal |
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Filtering |
To open Filters modal |
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Expand |
To get expanded view of dashboard. Removes Top Bar showing dashboard and page details. |
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Copy URL |
To Copy dashboard URL to the clipboard. |
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Interactivity Filters |
To open Interactivity Filters modal showing currently applied Interactivity Filters. This is shown when interactivity is applied. |
Each dashboard page may contain visual widgets like charts, KPIs, and tables. Widgets appear in the order configured on the web application. Scroll vertically to explore all widgets.
- To add the chart as a bookmark you can add it to At a Glance View. This will add the chart in the At a Glance View section available on Top side of the Home Screen.
- To add/remove the chart in At a Glance View, follow the steps below:
- Once you are on dashboard screen page, click on the chart which you wish to add to At a Glance View.
- Click on the horizontal ellipsis option (
) on right upper side of the chart area.
- Click on the option ‘Show in “At a Glance” View.
- The tickmark icon is added beside the ellipsis option.
- Now on home screen, the respective chart is added in At a Glance View.
- If the chart is added to At a Glance View, the ellipsis option will have tickmark added beside. You can click same option to remove the chart from At a Glance View. This will remove the tickmark beside the ellipsis option.
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Action |
How to Perform |
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View all pages |
Tap the ▼ icon beside the page title. |
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Switch to another page |
Select from list or swipe left/right. |
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Scroll through widgets |
Swipe up/down on the screen. |
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Return to dashboard list |
Tap the back arrow (←). |
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Identify current page |
Look for the arrow icon beside the active page. |