The configuration section is the heart of the dashboard designer solution. In this section, the user can configure all aspects of the final dashboard, including how it will look, which data will be displayed, and how it will function
It is important to note that the configuration of this section affects the section below it.
In the configuration section, you will find a variety of configuration and filtering tools. Below is a description of each tool and its behavior.
Edit/View Modes
View
The dashboard designer can be in an "Edit" mode or ‘View" mode, which can be selected with a toggle.
Using the "View" mode, you can only filter the existing items (Pie, Charts, etc.), but you cannot create or edit them.
Filter
The "Filter" option lets you filter all the fields on the original report. If you select the fields you want to filter, you can then select the values for those fields. In this way, the dashboard will be filtered based on the values you put in.
Edit
The "Edit" mode allows you to create, edit and configure different dashboard items (Pie, Charts, etc.).
New Item and Configuration Tools
Dashboards may contain items of different types and more than one of the same type.
The items are used to display specific types of data, and based on the type of an item, configuration tools will also be available.
When you create an item, it will appear in the main items section of the screen.
The item types are:
Pie
Card
Chart
Table
Configuration Tools
Different configuration tools are available depending on the type of dashboard item.
It is necessary to first click on an existing item or create a new item in order to view the associated configuration tools.
The following is a detailed explanation of each item and its configuration tools