Create a dashboard template

Contents[Hide]

1. Overview

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

Create a new template from the main menu
Create a new template from the main menu

This opens the Dashboard Designer screen and creates a new template item (e.g., Template1) in the Explore window under the Dashboards folder.

New template item under Dashboards folder
New template item under 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.

Add a static image to the template as a common header
Add a static image to the template as a common header

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.

Add a rectangle to the template to serve as a background frame
Add a rectangle to the template to serve as a background frame

Reposition and resize the rectangle. Then set its appearance (i.e., Look) properties from the Properties window.

Set the appearance of the rectangle
Set the appearance of the rectangle

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).

Select the template
Select the template

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.

New dashboard based on a template
New dashboard based on a template

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.

Reorder layers so that current layer is on top
Reorder layers so that current layer is on top

Note
You cannot reorder template layers in the Layers window. You can however reorder regular layers relative to the template layers.

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.

Dashboard based on a template
Dashboard based on a template

You can now build additional dashboards using this same template.

4. See also

 

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri