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Design overview

Introduction to the main elements of the user interface (UI) for editing dashboards and other views.

Using personalization

Personalization is a feature that saves certain changes you made while viewing a dashboard, report, or other view, such as the state of filters and parameters.

Edit versus view mode and sandbox view

Edit, View, and Sandbox View are the options you see in the toolbar of a dashboard, report, or other type of view, depending on which mode you are currently in.

Styles and themes

Styles and themes give you an easy way to apply predefined settings to your visualizations, components, or filters to give them a consistent style or to reuse previous settings.

Layers and groups

Layers and groups provide ways to manage and organize elements on your dashboard, report or other view, and make changes to multiple elements at once.

Using a template grid for resizing

This article shows you how dashboards can adapt to different screen sizes, and how to add a template grid that can help with its design.

Drag and drop an image file (JPEG or PNG)

This article shows you how to add your own images using simple drag-and-drop operations, plus other options.

Using a view container

This article shows you how you can drag other dashboards, reports, and other views onto your canvas.

Filter child dashboards from a parent dashboard

You can embed dashboards and other views inside another view, and also filter them from the top level.

Responsive layout dashboard mode

How to enable and use responsive dashboard mode.

Design tips

A collection of design tips for designing dashboards, reports, and other views.

Accessibility

Meet accessibility standards and create content that everyone can use.

Create a dashboard template

Use a dashboard template to define a common base or starting point from which to design dashboards.

How to set up menu navigation

Use the Menu component to easily add a menu of navigation options, submenus, and more to your dashboard or view.

How to set up tile navigation

Use the Tile Navigation component to give users a way to navigate to recently viewed, folder, or project items.

Disable view functionality

Some application functionality available for viewers, such as the ability to use the context menu, can be disabled on the view or visualization level.

How to set up a slideshow

A slideshow lets you display multiple dashboards and other views in sequence automatically, and export or send them together as one file.

Report basics and concepts

This article introduces the concepts behind reports, which are one type of view you can create.

Designing an inventory report

This walkthrough shows you how to design a pixel-perfect multi-page report with two levels of grouping or repetition.

Adding a table of contents

You can add a table of contents to your report that will be automatically populated with entries identifying report content and its corresponding page numbers.

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