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There are a number of ways you can change the look and feel of a dashboard. Most of this customization can be done either while you are building a dashboard or with an existing dashboard.
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You can change the name of a dashboard via the 'Share' screen, as long as you are the owner of the dashboard. Choose the Share icon on the right of the dashboard. |
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You can set your dashboard to update with any new data, either immediately or at selected intervals, if you have permission. Use Refresh to select the frequency or to stop the dashboard refreshing. Setting the refresh interval is not saved with the dashboard and will be reset if you navigate away from the page. With refresh set to 'automatic', the dashboard widgets flash briefly each time the underlying data is updated (i.e., when the database builds and if the value has changed). This is particularly useful for dashboards that progressively build throughout the day, and if you have your dashboard displayed on a big screen, e.g., in a warehouse or office. Summary chart query widgets with a change in data will flash the updated color, e.g., if the data update moves their status from green to red, red to green, etc. In the screenshot below, the 'Sales' widget on the top line has flashed green to signify that a) the database has built and b) the updated data has moved into the 'green' range. |
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If you have a dashboard that updates frequently, you can add details of exactly when a widget was updated. This is particularly useful on dashboards that contain widgets from multiple sources. To set this add the [updateDelta] placeholder in the description field in each widget, as shown below. |
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You can temporarily adjust the period for all the widgets on a dashboard so they show data for the same period. To this by selecting the period icon and setting custom dates as required. Like all custom periods in Phocas, this is temporary and can't be saved with the dashboard. Once you apply the period, a message at the top of the screen will notify you about how many widgets have been updated. Some widgets may not update, e.g, if they are not filterable or their date range is outside of the dates you want to show. The period will be shown in the status bar and can be removed with the 'x' or by resetting. |
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Drag the widget to a new position on the dashboard by grabbing the widget toolbar. To minimize or re-size widgets use the icons that appear when you hover over a widget. If you are the owner you can also open them for a more detailed view or to edit. If you are viewing a shared dashboard or widget, some of these functions might not be available.
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Select the Edit button at the right of a dashboard line to open the line settings screen and make a selection under 'Display'.
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Add a new lineChoose Line to add a new line at the bottom of your dashboard. Move, edit, clone or delete a lineHover over a line to access the required icons, shown below.
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