Dashboards capabilities
An index from what you want to do to the page that documents it. If a capability is not listed here, it is not documented.
| Capability | Covered in |
|---|---|
| Connect a database or file | Connect a data source, and Connecting to cloud data for cloud providers |
| Managed datasets registered by a connection scan | Connect a data source |
| Data views as widget sources | Connect a data source |
| Browse bindable sources and their columns | Connect a data source |
| Mark a source as a favourite | Connect a data source |
| What a binding stores | How data reaches a widget |
| Export the underlying rows | Publish and version |
Creating
Section titled “Creating”| Capability | Covered in |
|---|---|
| Create a dashboard | Create a dashboard |
| Choose fit, scroll, or paginated | Layout modes |
| Filter the dashboard list by layout mode | Create a dashboard |
| Search the dashboard list | Create a dashboard |
| Delete a dashboard | Permissions |
Widgets
Section titled “Widgets”| Capability | Covered in |
|---|---|
| Every widget type and its default size | Widget catalogue |
| Add a widget to the canvas | Add and bind widgets |
| Bind columns to a widget | Add and bind widgets |
| Change which axis a column feeds | Add and bind widgets |
| Set an aggregation | Add and bind widgets |
| Add a second series, stacked or grouped | Add and bind widgets |
| Copy and paste a widget with its binding | Add and bind widgets |
| Report-structure widgets for printed output | Widget catalogue |
Layout
Section titled “Layout”| Capability | Covered in |
|---|---|
| Move and resize widgets on a grid | Arrange the canvas |
| Change grid size and appearance | Designer toolbar |
| Select several widgets at once | Arrange the canvas |
| Zoom | Arrange the canvas |
| Undo and redo | Designer toolbar |
| Set the paper theme | Designer toolbar |
| Page setup for paginated dashboards | Designer toolbar |
Filters
Section titled “Filters”| Capability | Covered in |
|---|---|
| Filter widgets on the canvas | Filter a dashboard |
| A filter panel in the published view | Filter a dashboard |
| Filter types and operators | Filter a dashboard |
| Required, locked, and hidden filters | Filter a dashboard |
Publishing and delivery
Section titled “Publishing and delivery”| Capability | Covered in |
|---|---|
| Preview before publishing | Publish and version |
| Publish a snapshot | Publish and version |
| Version history with notes | Publish and version |
| Republish after edits | Publish and version |
| Full screen in the published view | Publish and version |
| Comments on a dashboard | Designer toolbar |
| Recurring email delivery | Schedule a delivery |
| PDF or image output | Schedule a delivery |
| Test a schedule before trusting it | Schedule a delivery |
| Pause, resume, and delete schedules | Schedule a delivery |
| Delivery history | Schedule a delivery |
Access
Section titled “Access”| Capability | Covered in |
|---|---|
| Who can read, build, publish, and delete | Permissions |
| Team-scoped services | Permissions |
Things the module does not do
Section titled “Things the module does not do”Listed here so you do not go looking for them.
| Not available | Detail |
|---|---|
| Renaming a dashboard | The name is fixed at creation. There is no rename anywhere |
| Changing layout mode | Also fixed at creation. Layout modes explains why |
| Auto-refresh | Nothing polls. A reader sees the data as of page load |
| Creating a binding without dragging | The properties panel edits bindings; it cannot create one |
| Per-dashboard sharing | Access comes from the service. Permissions |
| Adding the two legacy widget types | They render where they already exist but are no longer in the library |