Setting Up Format

In this article:

Setting Up Object Format

Copying or Pasting Object Formatting Parameters

Setting Up Basic Dashboard Parameters

Dashboard Print and Export Options

Format can be set up for a single object or for a whole dashboard.

Setting Up Object Format

To set up basic parameters of object format, use the Block side panel tab.

To display the tab

Make sure that the side panel is displayed.
Select an object in the working area.
If a visualizer is selected, select the Block radio button on the side panel.
Go to the Block tab.

NOTE. The set of parameters differs according to the type of the selected object.

The following parameters can be set for objects:

Name

Enter object name.

Name of the object is used to identify dashboard objects.

Controls

Object control buttons are displayed at the upper right corner of object and enable the user to quickly execute basic operations to control an object and also extend object functionality if a dashboard is in the view mode.

NOTE. Control buttons are not available for controls and the Label and Text blocks.

A set of available buttons differs for each object type. The user can also decide, which buttons will be displayed for a particular object.

Available buttons:

Data. It is used to display data, based on which an object is built. The button is available for all visualizers, except for the Table type.
Block Link. It is used to get a link to an object. The button is available only in the web application.
Export. It is used to export object. The button is available only for visualizers and reports.
Print. It is used to print an object.
Settings. It is used to quickly set up an object. It is available only for visualizers.
Maximize or Minimize. It is used to maximize and minimize an object.

If the checkbox corresponding to the button is selected, the button is displayed for an object, if the checkbox is deselected, the button is hidden.

Fill

Specify object background fill mode:

None. Background fill is not used. Default.
Solid Fill. Background is filled with one color. An additional parameter is available to specify fill color.
Gradient Fill. Background is filled using a two-color gradient. There are advanced parameters to specify the gradient angle and its start and end colors.

Border

Select the Border checkbox to display object border. The checkbox is selected by default, and the border is displayed. Use the appropriate box to set border thickness.

Shadow

Select the Shadow checkbox to display object shadow. The checkbox is deselected by default, and object shadow is not displayed. If the checkbox is selected, additional parameters of shadow are available:

Shadow color.
Thickness. Shadow thickness.
Intensity. Shadow transparency. Value of interval [0; 100]. The greater is the value, the less transparent is the shadow: 0 - shadow is transparent, 100 - shadow is opaque.

Paddings

To set object paddings, select the Paddings checkbox. The checkbox is deselected by default, and paddings are not used. If the checkbox is selected, additional boxes are displayed to enter paddings' size.

Fix size and position on desiging

NOTE. The option is available if the automatic object layout mode is used.

If the checkbox is selected, an object is fixed. On adding or removing other blocks, fixed object's size and position do not change. The fixed object can be resized only manually. If the parent object is zoomed, fixed object's size is changed proportionally to the parent object.

The Fix Size and Position on Designing checkbox is deselected by default for all objects, except for controls.

Margins

To display object margins, select the Margins checkbox. The checkbox is deselected by default, and margins are not used. If the checkbox is selected, object margins are displayed.

Interactivity

Interactivity is a property that can be used to select and change the block data area, for example, drill down data.

The Interactivity checkbox is selected by default, and all blocks are interactive on opening a dashboard for view. When a dashboard is opened for edit, all blocks are always interactive regardless of the state of the Interactivity checkbox.

To disable interactivity, open a dashboard for edit and deselect the Interactivity checkbox. When a dashboard is opened for view, the block is not interactive.

NOTE. Interactivity cannot be disabled for container elements.

The following is available for the block with disabled interactivity:

Tooltips.
Dimension synchronization.
Control buttons.

To disable the above mentioned options, open a dashboard for edit and determine the corresponding settings.

Copying or Pasting Object Formatting Parameters

Formatting parameters of one object can be copied to format another object. For example, the format of one block copy from the format of another.

To copy formatting, select the object and click the Format by Template button on the Home ribbon tab. Then select an object to copy the formatting.

Setting Up Basic Dashboard Parameters

To set up dashboard format, go to the Document side panel tab.

To display the tab

Make sure that the side panel is displayed.
Click on the free space of the working area.
Go to the Document tab.

NOTE. Parameters on the tab depend on the dashboard creation mode and layout mode.

The parameters available in any layout mode of dashboard:

Fill

Select dashboard background fill mode in the Fill drop-down list:

None. Background fill is not used. Default.
Solid Fill. Background is filled with one color. An additional parameter is available to specify fill color.
Gradient Fill. Background is filled using a two-color gradient. There are advanced parameters to specify the gradient angle and its start and end colors.

NOTE. The option is available anywhere, except for dashboards in the web application in the manual layout mode.

Paddings

To set dashboard paddings, select the Paddings checkbox. The checkbox is deselected by default, and paddings are not used. If the checkbox is selected, additional boxes are displayed to enter size of paddings.

NOTE. The option is available anywhere, except for dashboards in the web application in the manual layout mode.

The parameters available only in the dashboard manual layout mode:

Snap to grid

Snap to grid enables the user to snap object to grid cells. To enable snap:

Select the Snap to Grid checkbox.
Set grid cell size in the Grid Step Size box.

As a result, a grid is displayed in the working area.

Custom size

The desktop application enables the user to set a custom size for working area. To do this:

Select the Custom Size checkbox.
Set working area size in pixels in the Width and Height boxes. To set working area size to fit the screen, click the Fit to Screen Size button.
Set blocks layout. By default, blocks layout is fully determined by the user. If the After Each Other checkbox is selected, blocks are located as follows:

Blocks do not overlap each other.
Blocks are not resized.
Blocks are located horizontally starting from the left corner of the table. Each subsequent block, which is out of the series, is wrapped lower to the nearest available position by height.
On resizing the working area, and on hiding or removing blocks, the position of displayed blocks changes according to the principles listed above.

If the After Each Other checkbox is selected, the In Line additional checkbox, which determines block layout mode, is displayed. This checkbox is deselected by default. If the checkbox is selected, all blocks are located in a vertical line.

Dashboard Print and Export Options

To set up dashboard print and export options, go to the Print side panel tab.

NOTE. The option is available only in the web application.

To display the tab

Make sure that the side panel is displayed.
Click on the empty space of the working area.
Go to the Print tab.

Available parameters:

Paper size, mm

In the Paper Size, mm drop-down list select one of the preset size templates or specify a custom size in the Width and Height boxes.

Margins, mm

In the Margins, mm area determine dashboard margin size.

Orientation

In the Orientation area determine dashboard orientation: Portrait or Landscape.

NOTE. Print and export options do not affect how a dashboard is displayed in the working area.