How to edit an existing Databoard

Databox Designer is a drag-and-drop editor that allows you to build and customise your Databoards.

We’ve put together this handy video to help teach you everything you need to know to get started with the Databox Designer. If you’d rather read instead of watch, just scroll down to read about a few functionalities that are possible using the Databox designer.

To get started, just navigate to our Databox web application and choose "Designer" in the top menu bar.

Editing Existing Databoards

To edit existing Databoards, log into our Databox web application. Here you’ll see all of the reports you’ve created so far. Just hover over the card you’d like to edit, and click “Edit Databoard.”

By default, databoards will be named with the data source you’ve connected. But if you’d like to change the name, simply click right on the card title and type the name you’d like to see instead. You can also change the name of any individual chart or table just by clicking on it.

If you’d like to change the color of a databoard, click on the color dropdown at the top and select the color you’d like. And don’t worry – all changes in the designer are saved automatically.

You can also customize a number of other dimensions. For example, you can change the date range of any visualization clicking the drop down menu and selecting the time period you want.

Perhaps you want to see how visits this month compare to last month. To do that, just click on the datablock, go over to the right hand menu, and select “Compare to previous period.” If you’d like to see an average, or a trend line, you can add that here as well.

If you decide you want to change the order of your metrics, click on the datablock, and then click and drag from the “Move Datablock” icon.

Adding and Deleting Metrics

Now, let’s say you’d like to add a new metric to your databoard.  We’ve made it super simple to do that by choosing from one of our templates. Once you’re on the databoard you’d like to add to, click on the “Available Datablocks” icon on the lefthand side to expand the panel. From here, select the data source you’d like to pull from and choose the metric and visualization you want to use. Then just click and drag right to your databoard.

If you’d prefer to create your own datablock, click the second icon on the left hand menu entitled “Visualization Types” and choose the visualization you want to represent your data. With this option, you can then use the right hand menu to select the metrics you want to pull into the chart, as well as the date range.

If you want to delete a datablock entirely, just click on the datablock and hit the trash icon. Now a word to the wise – the trash button on a datablock deletes that individual metric, but if you click the trash icon up at the top, it will delete your entire databoard.

That’s just a quick overview of customizing your metrics with Databox! Once you’ve made your changes in the Designer, just refresh your databoard from the mobile app and your customizations will be updated.

NOTE: the process described above can be used for designing Databoard.

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