Updating a Dashboard

Overview

The aim of this article is to guide the users on how will the user update their existing dashboard. Updates come in different cases whether in the arranging the widgets on the dashboard, changing of dataset used by the widget, transform a visualisation to another visualisation, and cloning of the visualisation.

Pre-requisites:

• Registered Device
• Fully Configured Dataset Pipeline
• Existing Dashboard

Arranging visualisation in the Dashboard

In case the user needs and additional dashboard/s, the steps below provides detailed information on how to do it.

1. Click the mega menu  on the top-left corner of the navigation header and select Dashboard Studio OR when the user at the homepage, click the Dashboard Studio icon/link.
2. Upon landing on the Dashboard Studio page, click the Select from Existing then select the dashboard that will be updated.
3. Click edit then click Add Visualisation. An un-configured widget will appear below the existing visualisation of the Dashboard Studio page.
4. To configure the widget, click the Configure button on the middle.
5. On the widget configuration pop-up, enter a descriptive name and an optional description for the Visualisation Widget.
6. Select a dataset which holds the data that will be visualized. 
7. Select the visualisation for example, table visualisation. After selecting the visualisation configure the options then after configuring the options click Configure. Then click the Save Dashboard to apply the changes.Note: Widgets can be resized or be dragged within the dashboard to accurately place them in any part of the widget section.

Changing a Dataset of a Visualisation

Different dataset contains different data. Visualisations can use different datasets but only one dataset is permitted per visualisation. The steps below provides detailed information on how to change a dataset of the existing visualisation.

1. Click the mega menu  on the top-left corner of the navigation header and select Dashboard Studio OR when the user at the homepage, click the Dashboard Studio icon/link.
2. Upon landing on the Dashboard Studio page, click the Select from Existing then select the dashboard that will be updated.
3. Click Edit then locate the visualisation that will be updated.
4. Click the Gear Icon button  on the upper right corner of the widget to edit.
5. Click the dropdown selection of the dataset. Locate or search for the new dataset that will be used.
6. Click Configure then click Save Dashboard to apply the changes.

Converting a Visualisation to another Visualisation

This allows the user to select the suitable visualisation for a specific data. The steps below provides detailed information on how to clone a visualisation.

1. Click the mega menu  on the top-left corner of the navigation header and select Dashboard Studio OR when the user at the homepage, click the Dashboard Studio icon/link.
2. Upon landing on the Dashboard Studio page, click the Select from Existing then select the dashboard that will be updated.
3. Click Edit then locate the visualisation that will be edited.
4. Click the Gear Icon button  on the upper right corner of the widget to edit.
5. After configuring the visualisation, click Save Dashboard to apply the changes.

Example: From Query Value (Left) to Gauge Visualisation (Right)
Note: Changing of visualisation will not inherit the configuration of the first visualisation.

Cloning of Visualisation

Visualisations can also be cloned in order to make a template out of existing pre-configured visualisations in the widget section to make it easier building/updating dashboards. The steps below provides detailed information on how to clone a visualisation/widget.

1. Click the mega menu  on the top-left corner of the navigation header and select Dashboard Studio OR when the user at the homepage, click the Dashboard Studio icon/link.
2. Upon landing on the Dashboard Studio page, click the Select from Existing then select the dashboard that will be updated.
3. Click Edit then locate the visualisation that will be cloned.
4. Click the Clone Graph button  located on the upper-right corner of the widget.
5. The cloned visualisation will replace the position of the first visualisation. The first visualisation will be positioned below the cloned visualisation.
6. Then click Save Dashboard to apply the changes.