Rename a dashboard
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.
Set a dashboard to automatically refresh
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.
Show when widget last updated
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.
Set a dashboard-wide period
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.
Rearrange widgets or change their size
Move a widget
Drag the widget to a new position on the dashboard by grabbing the widget toolbar.Change a widget's size
Drag the resize icon in the bottom right of the widget dashboard Set as Stacked or Equal width on a line, allow it to scroll horizontally or, for greater control over the size and placement of the widget choose the Flex option.Stack widgets
Temporarily minimize a widget to create more space on your dashboard by selecting the minus icon on the widget toolbar. Maximize it again using the plus icon. Also see minimize on open.
Add and move dashboard lines
Add a new line
Choose Line to add a new line at the bottom of your dashboard.
Move, edit, clone or delete a line
Hover over a line to access the required icons, shown below.
- Clone. This will replicate the line and place directly below the original line. You can drag it to a different position on the dashboard, or edit as required.
- Move. Drag and drop a line to a different position. As you drag, a blue box will appear to indicate the proposed destination. Release and the line will snap to the blue box.
- Edit. Allows you to change the name or description of a line.
- Delete. Choose to permanently delete a line and all the widgets within it. An 'Are you sure' warning message will appear, as there is no way of recovering a deleted line.
Make a dashboard interactive
See Dynamic and interactive dashboards.
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List of widget icons
You can move, minimize or re-size widgets using 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 may not be available.
Icon
Function
How it works
Edit
Opens the widget screen, allowing you to make changes to the widget. This is the same screen that appears when creating a new widget.
Delete
Deletes the widget permanently. However, if the widget was originally created from a favorite, the favorite will not be deleted.
Information
Displays the selections and settings that were present when the widget was created. Not available for URL widgets.
Open
Opens the underlying data in the Phocas grid for further analysis or a more detailed view, provided you have permission to see the data. Usually opens in a new browser window.
Minimize
Temporarily minimizes a widget to create more space on your dashboard.
Re-size