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Customize Presentation

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The user can edit the created presentations to enhance the visual effects of the Dashboard. This will also help in easy readability of presentations.

Click on Edit button to edit the Dashboard. Image description

Click on More Button(Vertical 3 dots) to customize Presentation. Image description

A popup screen appears with the following options

  1. Clear card
  2. Interaction group
  3. Resize card
  4. Pick


Resize card 

With this feature, the user can create multiple cards on the same dashboard.

  1. Choose the Resize Card option.  Image description

  2. The following screen appears, then the user can select the Resize Icon on any of the positions. E.g.: If the user selects the position as shown below Image description At that position, the card resizes and then the user can add another card.

  3. To create new card refer to: Create Presentations Image description

  4. The dashboard after adding pie chart as the second card. Image description

Interaction Group

With this feature, the user can bring in interactivity between the charts, which means that when the user filters one chart to view specific data, the other charts in the presentation shows data specific to the same filter.

  1. To create Interaction Group, first create two charts as shown and then add interaction group between them. Image description

  2. Click on the More Button(Vertical 3 dots) on any one of the cards and select Interaction Group Image description

  3. Enter a name for Interaction Group say  “Group G1” and click on ADD. Image description

  4. Click the More Button(Vertical 3 dots) in the Vertical Bar Chart. Image description

  5. Select the Interaction Group “Group G1”. Image description

  6. Now, select any one section of data in one of the charts to see it reflect in the other charts simultaneously.
    In the example below, on clicking on the section for “Branch” NY the corresponding section in the vertical chart in the left is also highlighted Image description This way user can create interaction groups between multiple charts on the presentation to create a visual filter reflected across all the charts in the dashboard.  This is called whole to part view.
    Now when the filter is removed from one of the charts, it is also removed from the other interacting charts

Pick Card

Using this feature, the user can swap the card positions.

  1. Click on the Pick option to pick. Image description

  2. Click on the Unpick option to swap. Image description

  3. In the below screen,the card positions are swapped.  Image description

  4. If the card is blank, instead of Unpick option Paste option will be shown.

    1. Click on the Pick option to pick.
      Below card is blank Image description

    2. Click on the Paste option to Paste the card. Image description

    3. In the below screen,the card is pasted.  Image description

Clear Card

Using this feature, the user can clear the card.

  1. Click on the Clear Card option as shown below. Image description
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