Create a dashboard template
Use a dashboard template to define a common base or starting point from which to design dashboards. For example, if you want to create a set of dashboards with the same banner and background graphics, you can put these common elements in a dashboard template, and then use the template to create new dashboards. If you ever need to change the common elements, you just need to do this in one place by modifying the template instead of changing multiple dashboards.
2. Creating a template
To create a new template, go to the main menu, click New, and then click Template.
This opens the Dashboard Designer screen and creates a new template item (e.g., Template1) in the Explore window under the Dashboards folder.
You can add elements to the canvas for your template just like you would for a regular dashboard.
For example, drag an image file from Windows Explorer and drop it directly onto the template canvas. The image can be used as a banner for a series of related dashboards.
Next, click the white part of the canvas, go to the toolbar, click Components, and then click Rectangle. This rectangle will serve as a background frame for data visualizations.
Reposition and resize the rectangle. Then set its appearance (i.e., Look) properties from the Properties window.
The template is now complete and you can select it when creating a new dashboard.
3. Using a template
You can use a template when you create a new dashboard.
For example, go to the main menu, click New, click Dashboard, and then click the template you just created (e.g., Template1).
The Dashboard Designer screen opens, showing the elements from the template but greyed out. You won't be able to move any of the elements of the template because the template is locked.
If you go to the Layers window, you'll see that there is a template layer corresponding to the template this dashboard is based upon. It's possible to have more than one template layer (i.e., your template has multiple layers). Template layers appear greyed out in the Layers window, but you can still show or hide them, or click the plus sign to see the elements within the layer. The lock icon is not available for template layers because they are always locked.
In this example, the template layer is intended to serve as a background. So, before adding data visualizations to the dashboard, you must reorder the layers so that the current layer is on top (in the Layers window). Simply drag the regular Layer 1 and move it above the template layer.
Finally, it's time to add content to the dashboard.
Drag a metric set from the Explore window and drop it onto the white part of the canvas. Then reposition the resulting chart on top of the background frame (rectangle).
Switch to View mode to see the completed dashboard.
You can now build additional dashboards using this same template.
4. See also