Navigating the Databox Designer Tool

The Designer tool gives you the ability to customize your databoards with different metrics, time intervals, visualization types, logos, colors, and more. This article will take a closer look at the functionalities that make up in the Designer tool.


Lefthand Panel: Datablock Types

On the left side of the screen, you'll find two icons. One represents Available Datablocks. Clicking on this icon produces a list of pre-configured datablocks for each data source. This is a great way to find popular reporting metrics and strategies for each connector. The other icon, Visualization Types, is strictly a list of ways you could display your data (i.e., line graph, table, progress bar, etc.). This gives you more freedom to create a unique report that fits your own needs. 

Righthand Panel: Datablock Properties

By clicking on an individual datablock, you open up the righthand panel, which displays the properties of the block. From here, you can customize each datablock to fit your reporting needs. 

Start by naming the datablock, then selecting 1. Data Source, 2. Metric, and 3. Time Interval. Everything else is optional, but gives you a lot more freedom in the tool. 

Adding "Additional Intervals" lets you have multiple times available in the same datablock via a drop down list.  You can also choose "Compare with" to view your metrics against the previous period, the average, the trend, the goal, and much more. Lastly, the gear icon to the right of the block title triggers the "Advanced Setting" window to appear. Advanced settings lets you change the scale, format, comparison metric, and much more. 

Top Bar: Customization Tools

The top panel of the designer gives you the ability to customize your databoard in more functional ways. Let's go through the 9 main icons found on the top of the designer: 

 Navigate back to the "Databoards" page
 Select a different databoard to open in the designer, without going back to the main page. 
 Change the name of the current databoard you're working on. 
 Change the color of the databoard. Choose from the dropdown of pre-selected colors. 
 View a preview of the databoard as it will be displayed to clients and on a big screen. 
 This icon lets you select Advanced Visual Settings. You can directly add a Hex Color Code to make sure it fits your company color perfectly. You can also add a background image and a company logo, which would be displayed in the bottom left corner of the databoard. 

 The "Streaming Settings" icon gives you access to the Streaming URL that you can send directly to clients. This link stays up-to-date with current metrics, and reflects any changes you or your team may make to the databoard. However, clients with this link do not have the ability to make any changes to the databoard themselves. 

Carousel mode is great for looping databoards and really steering the conversation with your clients. Databoards can be automatically looped every x seconds, or you can manually click through the presentation. 

Restricted access allows for even more security by limiting viewing rights to certain IP addresses or by making databoards password protected. 

 This icon gives you the ability to duplicate the current databoard.
 Delete the current databoard. 
The best way to learn the functionality of this tool is to try it out for yourself! Play around with different visualization types, properties, and settings to truly understand the reporting capabilities that are made possible through the Databox Designer. 

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