A dashboard allows users to create reports, hosted inside dashboard tabs. Dashboards themselves can be manipulated using the settings described below:
Star a dashboard to add it to your favorites. The dashboard will then appear automatically at the top of lists across the Y42 platform.
Shows a history of changes to the dashboard in your current branch, allowing you to revert the dashboard to a previous state.
Descriptions are used across Y42 to give more contextual information beyond titles and are provided in search results.
The dashboard name serves as the unique identifier for that dashboard and can be searched for.
The Access area allows Owners and Managers to control which users and teams in their organization can access a dashboard. Creators, Resource Editors and Resource Viewers do not have access to this area.
There are 5 types of role relative to access in a dashboard:
- Owner - Can view and edit the dashboard View, Access and Settings areas
- Manager - Can view and edit the dashboard View, Access and Settings areas
- Resource Editor - For Creators and View Members only. Can view and edit the dashboard View and Settings areas
- Resource Viewer - For Creators and View Members only. Can view and edit the dashboard View and Settings areas
- None of the above - Cannot access any area of the dashboard or see that it exists.
It is possible to set a dashboard to be either public or private:
- Public - Can be accessed by everyone within the organization
- Private - Can be accessed by Owners, Managers, Resource Viewers and Resource Editors
Teams can be set as either Resource Viewers or Resource Editors. Teams can be set up from the company settings.
The Settings area of a dashboard allows Owners, Managers and Resource Editors to:
- Delete a dashboard and all tabs within it. Widgets still remain saved in the widget list.
- See which users the dashboard has been updated by and when it was last updated.
- See which user the dashboard was created by
Allows editors to set and change the color and settings of all charts and tables in a dashboard, as well as the background color of the canvas.
Available options are:
- Pre-defined Style: Choose from a pre-defined collection of colors and settings for your charts and tables.
- Theme Colors: Adjust the colors of the set theme.
- Chart Config: Adjust the background color, title color, subtitle color, label text color, border width and border color of all charts.
- Visual Mapping: Set colors for the top, middle and bottom values in a chart type that uses visual mapping - for example a Geo Map.
- Axis: Adjust the axis line color, line width, ticks, tick color, split lines, split line color, split line width, areas, area color, labels and label color for your charts.
- Legend: Set the text color for chart legends
- Tooltip: Set the tooltip item color and axis pointer line width for when the axis pointer is enabled on Simple Charts.
- Line Chart: Choose whether line charts should display as a smoothed or rigid line, the line width, border width, and the size and shape of the items (e.g. circle) which mark out the data points within the line chart.
- Table: Set Foreground color (= Text color) and Background color (=grid colour) of your tables. You can also set a primary and accent color. Primary colour is used for buttons, range selections, selected tab underlines and input focus underlines, and accent colour is used for checked checkboxes.
- Cohort Color: Set the primary and secondary colors for all Cohort Tables in your dashboard. The primary color is often associated with high positive values.
Edits to the theme are saved only for the dashboard and all tabs within it. New themes cannot be saved and applied to other dashboards.