Formatting and working with dashboards

Once you have created a dashboard, you can change the color theme in which the dashboard is displayed, arrange and size visualizations in the dashboard, and so on. The table below contains a list of tasks you can perform to format a dashboard, and steps to perform them.

For steps to format individual visualizations, see Formatting visualizations.

Task Steps to Perform

Arrange a visualization or text field in the dashboard

1 Click the name of the dashboard to run it, then choose from the following:
To move a visualization, perform the following steps:
a If the visualization's title bar is not displayed, hover the cursor over the visualization and click the arrow icon in the top right, then select Show Title Bar.
b Click the visualization's title bar and drag the visualization to its new location in the dashboard. A blue bar indicates where the visualization will be displayed.
To move a text field, click the text field and drag it to its new location in the dashboard. A blue bar indicates where the text field will be displayed.

Size a text field or visualization in the dashboard

1 Click the name of the dashboard to run it.
2 Click and drag the edges of the text field or visualization to size it.

Maximize a visualization to fit the entire visualization area, or restore the visualization to its default size

  1. Click the name of the dashboard to run it, then do one of the following:

    • To maximize the display of the visualization, hover the cursor over the visualization, then click the Maximize icon Maximize icon. If the visualization's title bar is not displayed, hover the cursor over the visualization, then click the arrow icon in the top right. Select Maximize.

    • To restore the visualization to its default size, hover the cursor over the visualization, then click the Restore icon Restore icon. If the visualization's title bar is not displayed, hover the cursor over the visualization, then click the arrow icon in the top right. Select Restore.

Specify a color theme to use to display the dashboard

1 Click the name of the dashboard to run it.
2 From the Tools menu, point to Theme, then select the color theme to use to display the dashboard.

Related topics

About Visual Insight in Flash
Creating a dashboard
Formatting visualizations