Designer toolbar
The toolbar runs the full width of the designer. Controls are listed here in the order they appear.
Left — identity and state
Section titled “Left — identity and state”| Control | What it does |
|---|---|
| Back arrow | Returns to the dashboards list |
| Dashboard name | Read-only. A dashboard cannot be renamed after creation |
| Layout badge | Shows fit, scroll, or paginated. Read-only — the mode is fixed at creation |
| Save state | Unsaved changes while a change is pending, Saving… while it writes, Save failed with the reason on hover if it does not |
Editing
Section titled “Editing”| Control | Shortcut |
|---|---|
| Undo | Ctrl+Z |
| Redo | Ctrl+Y |
| Copy | Ctrl+C |
| Paste | Ctrl+V |
Copy and paste duplicate a widget along with its binding and styling.
Canvas
Section titled “Canvas”| Control | What it does |
|---|---|
| 20px (grid icon) | Grid size in pixels, and whether it is drawn as dots or lines. 20px by default |
| Zoom out / 100% / zoom in | Changes what you see, never what is stored |
| Theme | The paper theme — background and default widget styling for the dashboard |
| Page setup | Paginated dashboards only. Page size and margins |
Panels
Section titled “Panels”Three of these are icons rather than labels. The names below are what their tooltips say.
| Control | What it opens |
|---|---|
| Data | The data fields panel — every bindable dataset and view in the service, grouped by connection |
| Filters | The filter panel editor, where dashboard-wide filters are configured |
| Gear icon — Properties | The properties panel for the selected widget, including its column mappings |
| Speech bubble — Comments | Comments on the dashboard |
| Clock icon — Version History | Published versions, with the note recorded at each publish |
Publishing
Section titled “Publishing”| Control | What it does |
|---|---|
| Schedule | Opens the delivery schedule wizard. Disabled until the dashboard is published |
| Preview | Shows the dashboard without the editing furniture |
| Publish | Opens the publish dialog — publishing location and an optional version note |
| View | Opens the published dashboard as readers see it. Appears only after publishing |
What is not here
Section titled “What is not here”There is no refresh control, because nothing on a dashboard auto-refreshes and reloading the page re-runs every query anyway.
There is no rename, in this toolbar or anywhere else.
Export is in the published view rather than the designer: Export data in the published header downloads the underlying rows.
Related
Section titled “Related”Arrange the canvas covers the grid, zoom, and multi-select in practice. Publish and version covers the publishing controls.