Overview: Designer
The Designer gives you the ability to customize your Databoards and the data that is populating them. In this document, we will take a closer look at the Designer and the individual components that make it up.
How to access the Designer
How to create a blank Databoard
Navigate to the Databoards page. Click on the green + New Databoard button in the top right. Select Start blank to create a new, blank Databoard in the Designer.
How to edit an existing Databoard in the Designer
Navigate to the Databoards page. Hover over the Databoard that you want to edit and click Edit. This will open the Databoard in the Designer.
How to customize and brand your Databoard
A
Color: From the Color drop-down, you can choose from 18 pre-defined Databoard background colors for your Databoard. At the bottom of the drop-down you can also select a Chart Theme for the Databoard.
Chart Themes are the colors that will be displayed for lines on Line Charts, bars on Bar Charts, slices in a Pie Chart, etc. Chart Theme options are dependent on the background color that is selected for your Databoard.
B
Visual: From the Advanced Visual Settings window, you can further brand your Databoard by uploading a logo for the bottom right-hand corner or a background image.
C
Send: Open the
Share Databoard window and access the Sharable Link, Schedule Snapshots of the Databoard, get the HTML code for the Databoard, so you can embed the live Databoard on a website, set the Stream to TV feature, or invite teammates to Databox.
D
Add to Report: Add the Databoard to your Reports. From the drop-down, you can choose an existing Report you want to add the Databoard to, or you can create a new Report.
E
Desktop vs Mobile View: Use the toggle to switch between Desktop and Mobile views. All Databoards are optimized for both Desktop and Mobile use.
Pro Tip: Most users choose to start by customizing the Desktop version since there are more customization options.
F
Add to Loop: Loop the Databoard to group multiple dashboards together. From the drop-down, you can choose an existing Loop you want to add the Databoard to, or you can create a new Loop.
G
More: From the
More drop-down you can select further features for your Databoard.
H
Schedule Snapshot: With the Scheduled Snapshot, you can export a PDF or JPG of your Databox Databoard at regular times. Learn more about Scheduled Snapshots
here.
I
Copy Public URL : The Public URL is copied to the clipboard and the notification is shown in the bottom left.
J
Full-screen view: Open the Shareable Link by clicking Full screen view.
K
Download: Download the JPG file of your Databoard
L
Save as Template: Save your Databoard as an
Account Template so it's easily available for future use.
M
Duplicate: Duplicate your Databoard to simplify creating a new, similar Databoard.
N
Delete: This will Delete your Databoard
Pro Tip: Pro Tip: You can edit a title and set a logo for your Databoard in the bottom left corner of the Databoard.
As you edit your Databoard, all changes will automatically be saved. While the Databoard is saving, it will say
Saving in the top right. Once the Databoard is saved, it will say
Saved in the top right.
Pro Tip: You can use the
Master Date Range Switcher to change the Date Range for the entire Databoard at once in the bottom right corner of the Databoard.
How to add Datablocks to your Databoard
How to use the Metric Library
The Metric Library consists of over 3,000 pre-built Datablocks based on commonly used Metrics and Visualization Types to help you build new Databoards faster.
1
Click the
Metric Library icon on the lefthand side of the Designer.
2
Choose the Data Source you want to add to the Databoard from the Data Source drop-down list.
3
Search for a pre-built Datablock that reports on the data you're looking for, using the
Search bar if necessary.
4
Drag and drop the selected Datablock from the Metric Library to your Databoard. This will automatically populate with data from your selected Data Source. It will also populate with a Datablock Title, Visualization type, Date Range, etc. based on the most popular use cases.
Pro Tip: Once the Datablock is on your Databoard, you can use the
Datablock Editor to customize the Datablock to meet your specific needs.
5
To add another Datablock to the Databoard, navigate back to the
Metric Library and choose the next Datablock that you want to add to your Databoard. Or, try out
another strategy for adding Datablocks to your Databoard.
Pro Tip: Each Datablock is completely unique from all other Datablocks on the Databoard.
6
Drag and drop the selected Datablock to your Databoard.
7
Repeat this process for the remaining Datablocks you want to add to your Databoard.
How to use the Visualization Library
If you want to start with a blank Datablock, you can drag and drop a blank Visualization Type onto your Databoard. You can then update the Datablock Editor to map this Datablock to a specific Data Source and Metric, select the most significant Date Range, change the comparison period, and more.
1
Click the
Visualization Type icon on the lefthand side of the Designer.
2
Find the visualization you want to add to your Databoard. Drag and drop the selected visualization from the Visualization Library to your Databoard. This will automatically produce a blank Datablock on your Databoard.
3
Click on the Datablock to open the
Datablock Editor on the right-hand side of the Designer. From here, you can select the Data source, Metric, Date Range, and additional customization options for the Datablock.
Pro Tip: When setting up your Databoard, you only select 1 Date Range per Datablock. This is the Primary Date Range, or the Date Range the Databoard will naturally load to. You will be able to select additional Date Ranges while viewing your Databoard.
4
To add another Datablock to the Databoard, navigate back to
Visualization Types and choose the next visualization that you want to add to your Databoard. Or, try out
another strategy for adding Datablocks to your Databoard.
Pro Tip: Each Datablock is completely unique from all other Datablocks on the Databoard.
5
Drag and drop the selected Datablock to your Databoard. Customize the Datablock using the
Datablock Editor on the righthand side.
6
Repeat this process for the remaining Datablocks you want to add to your Databoard.
How to use My Metrics
When you add Metrics to your Metrics screen, you'll see them listed in My Metrics. This helps align your team around the right Metrics and makes it easier than ever to use these Metrics on Databoards.
1
Click the
My Metrics icon on the lefthand side of the Designer.
2
Enter the name of a Metric or Tag in the
Search bar to find the Metric you're looking for.
3
Click on the
visualization icon to the left of the Metric you'd like to add to your Databoard. Select a visualization for your Metric then drag and drop the Datablock to the Databoard.
4
Click on the Datablock to open the
Datablock Editor on the right-hand side of the Designer. From here, you can select the Data source, Metric, Date Range, and additional customization options for the Datablock.
5
To add another Datablock to the Databoard, navigate back to
My Metrics and choose the next visualization that you want to add to your Databoard. Or, try out
another strategy for adding Datablocks to your Databoard.
Pro Tip: Each Datablock is completely unique from all other Datablocks on the Databoard.
6
Drag and drop the selected Datablock to your Databoard. Customize the Datablock using the
Datablock Editor panel.
7
Repeat this process for the remaining Datablocks you want to add to your Databoard.
How to move, resize, duplicate, and delete Datablocks on your Databoard
How to move Datablocks on your Databoard
1
In the
Designer, click on the Datablock that you want to move
2
At the bottom of the Datablock, click on the
Move Block icon
3
Drag your cursor to move the Datablock
Pro Tip: The size of other Datablocks on your Databoard may automatically re-adjust to make room for the Datablock.
How to resize Datablocks on your Databoard
1
In the
Designer, click on the Datablock that you want to resize
2
Place your cursor along the edge of the Datablock, which is now outlined in blue. This will turn your cursor into an arrow
3
Click the edge of the Datablock and drag your cursor to resize the Datablock
Pro Tip: The size of other Datablocks on your Databoard may automatically re-adjust to make room for the resized Datablock.
How to duplicate Datablocks on your Databoard
1
In the
Designer, click on the Datablock that you want to duplicate
2
At the bottom of the Datablock, click on the
Duplicate Block icon
3
On the
Duplicate Datablock window, select the Databoard where you would like to duplicate the Datablock to. This can be a new Databoard, the Databoard the Datablock is already on, or another Databoard in your Account
4
Click the green
Duplicate button
Pro Tip
: The size of other Datablocks on your Databoard may automatically re-adjust to make room for the new Datablock.
How to delete Datablocks from your Databoard
Pro Tip: Deleting Datablocks is irreversible.
1
In the
Designer, click on the Datablock that you want to delete
2
At the bottom of the Datablock, click on the
Remove Block icon
3
Click
Yes, Delete on the confirmation window to remove the Datablock from your Databoard
How to use Datablock Editor to customize your Datablocks
Learn how to customize your Datablock using Datablock Editor here.
