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

How to access the Designer

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How to start a blank Databoard

Navigate to the Databoards page. Click on the green + New Databoard button in the top right. Select Start blank to open 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
  Databox: Click on the Databox logo in the top left of the Designer to navigate back to your  Home page.
B
  Databoard Navigation: Click on the drop-down list and use the Search bar to switch to another Databoard in your Account.
C
  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. 
D
  Databoard Title: Enter a title for your Databoard. This will appear in the bottom left corner of the Databoard. 
E
  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.
Favorite: Click on the star icon to Favorite the Databoard.This will add the Databoard to your Home page. 
Preview: Click on the Preview icon to automatically open the Streaming URL view of your Databoard.
Advanced Visual Settings: From the Advanced Visual Settings window you can further brand your Databoard. 

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In the Color drop-down you can choose a pre-selected background color or directly enter a hex color code by choosing the Custom option. You can also select the Chart Theme from this window. 
To further customize your Databoard, you can upload an image in the Background Image section that will be watermarked in the background of the Databoard. 
To replace the Databox logo in the bottom lefthand corner of the Databoard, upload your logo to the Your Company Logo section.
Share Databoard: Open the Share Databoard window by clicking on the arrow icon. From here you can invite team members to view or edit the Databord in Databox, access the Streaming URL, Schedule Snapshots of the Databoard, or get the HTML code for the Databoard so you can embed the live Databoard on a website. 
Duplicate Databoard: Click on this icon to duplicate your Databoard. You can create an exact replica of your Databoard by choosing the  Copy Databoard  with Data Source option in the Duplicate window, or you can repopulate the Databoard with data from other connected Data Sources by selecting the Replace with different data source
Delete Databoard: Click the trash icon to delete the Databoard from your Account. Deleting a Databoard is irreversible. 
F
  Save: 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. 
G
  X: Click the X button to exit the Designer to navigate back to the Databoards page.

How to add Datablocks to your Databoard

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How to use the Datablock Library 

The Datablock Library consists of over 3,000 pre-built Datablocks based off commonly used Metrics and Visualization Types to help you build new Databoards faster. 

1
 Click the  Datablock 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 necessaary. 
4
 Drag and drop the selected Datablock from the Datablock 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 Ranges, etc. based on the most popular use cases.
Pro Tip: Once the Datablock is on your Databoard, you can update Datablock Settings to customize the Datablock to meet your specific needs.
5
 To add another Datablock to the Databoard, navigate back to the Datablock Library and choose the next Datablock that you want to add to your Databoard. This may be from the same Data Source or from a different Data Source. 

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 Settings to map this Datablock to a specific Data Source and Metric, select significant Date Ranges, change the comparison period, and more.

1
 Click the  Visualization Library 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 associated  Datablock Settings panel on the righthand side of the Designer. From here, you can select Datablock Settings to customize the Datablock to meet your needs.
4
 To add another Datablock to the Databoard, navigate back to the Visualization Library and choose the next visualization that you want to add to your Databoard. This may be from the same visualization or a different visualization. 

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 Settings panel.
6

 Repeat this process for the remaining Datablocks you want to add to your Databoard.

How to use Datablock Settings to customize your Datablocks

Learn how to customize your Datablock using Datablock Settings here

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