Dashboards

Create

Knowi offers two options to create the Dashboard:

Option 1:

  1. Click on the Dashboards from the left and a list of existing dashboards will appear. 
  2. Click on the + icon and a modal window providing options to create the dashboard will appear. 
  3. Enter the name of the dashboard, press the OK button, and a new blank dashboard will be created.

Dashboard Create option 1

Option 2:

  1. Click on the New + from the top left corner of the interface. A modal window providing options to create the dashboard will appear. 
  2. Enter the name of the dashboard, press the OK button, and a new blank dashboard will be created.

Dashboard Create

After creating the dashboard, you can start adding the widgets to it.

Adding Widgets to Dashboard

Click on Widgets from the left and a list of already created widgets will appear. Please refer to this documentation to know more about- Widgets & Datasets

To add widgets to the dashboard, you can follow any of the following two methods:

Method 1: Drag or drop the widget to the dashboard Add Widget

Method 2: Select any widget from the widget list and click on Add to Dashboard.

Add Widget

Widget Resize/Drag

Resize: Hover your cursor to the right bottom edge of a widget and click & drag to expand or shrink the widget.

Drag: From the top header section of the widget, click and drag to the appropriate position

Common Note: Positioning is automatically saved upon resize or drag.

Widget Resizing and drag

Locking Dashboard Filters

It is possible to control which filters can be modified/accessed by an end user. This can be achieved by navigating to the dashboard Filter option and selecting the Settings option. Select Configure Manually option.

From there you may select either 'Allow' or 'Forbid' and then select the corresponding filters values from the list.

By default, all fields are set to 'Allow'.

Locking Dashboard Filtering

Dashboard Settings

To access Dashboard-specific settings, click on the settings icon from the top right corner of the interface.

A modal window will appear providing the following options to configure the dashboard settings:

Dashboard Settings

Edit Dashboard Name

Enter the new Dashboard Name and click 'Save'.

DASH

Categories

Go to dashboard settings and select the category name into which you would like to categorize your dashboards and sort them. Categorizing the dashboards makes it easy to find the appropriate dashboard you are looking for from several dashboards.

Categorized

Display Options

Option Description
Lock Dashboard This option locks widget positioning, with resize/drag options disabled. Typically used to avoid accidental positioning modifications
Widget filter icons Toggle widget filters
Widget settings Toggle widget settings
Actions Toggle dashboard settings, filters, and sharing
Dashboard Title Toggle Dashboard title
Widget title Toggle widget titles
Borders Toggle widget boarders
Enable Resize Toggle the ability to resize widgets
Allow drag Toggle the ability to drag widgets
Fixed Widget Positions This will position the widget where you exactly place it in to the dashboard, instead of snapping it to fit automatically
Pin Dashboard Filters Bar This will pin dashboard filters bar on top of dashboard and will be visible during scrolling
Load Upon Prompt This will disable the dashboard from loading the widgets until the dashboard filters are configured first. **Note:** Once the filters are set, the dashboard is updated on click. The play button on the dashboard header is disabled once the filters are set.
Dashboard Grouping When enabled, allows you to group dashboards as tabs. Read more below.

Displaying options

Dashboard Grouping

Dashboard grouping allows users to group related dashboards thereby allowing a parent dashboard to be linked to several child dashboards. These dashboards will display as a series of tabs as and when you add them. When you click on the added dashboards, it will take you straight to the dashboard. Also, allows you to navigate between these dashboards.

To enable this feature, check the Dashboard Grouping option under Dashboard Settings > Display options > Save Changes. Once the setting is enabled, click the + icon to add a dashboard that you have access to. You can also use the search bar to search for a dashboard. To remove a dashboard, click the expand menu on the dashboard, and click Remove.

Note:

Displaying options

Share Options

Option Description
Enable PDF export Enables PDF export
Enable headers Disable all headers if not checked
Enable PowerPoint export Enables Powerpoint export
Enable Dashboard Filter icon Enable the dashboard Filter icon
Widget InstantSights Icons Enables widget InstantSights icons
Enable Presenter Enables Presenter

Displaying options

Widget Spacing (px)

Spacing between widgets (px). A number between 0 and 200.

Displaying options

Dashboard Background Color

Adjust the dashboard background color

Displaying options

Custom CSS/JavaScript

Add custom CSS () or JavaScript () tags, which will be applied to the dashboard for a customized look and feel.

Custom CSS/JavaScript

Knowi now supports accessibility options for widgets. You can use the following script for your dashboard custom CSS to make your widgets more accessible to people with color blindness. This script will pattern-fill widgets like pie, bar, and gauge and add line markers to lines, area, and spline charts.

    <script> 
        colorBlindCharts = true; 
        colorBlindMarkers = true; 
    </script>

Custom CSS/JavaScript

Custom Headers & Footer

You can customize the dashboard header and footer with HTML for a customized look and feel.

Custom Headers & Footer

Popup Description

Optional descriptions can be configured, which enables a pop-up description at the bottom of the screen when a user access that dashboard

The description is shown three seconds after the dashboard loads and fades out after 20 secs (or if upon scroll down). 

Popup Description

Sharing Dashboard

A dashboard can be shared with multiple groups or users within your organization. Click on the horizontal ellipsis from the top-right corner of the interface, select Sharing Options from the dropdown list, and a sidebar will appear providing multiple options to share the dashboard.

Share Dashboard

Explicit Sharing

Share your dashboard with individuals or groups by giving them view, edit, or admin access.

Auto Share Groups

Auto share enables you to automatically share assets (dashboards, queries, datasources, etc.) you create to groups and can be enabled in your Team/user settings menu.

Share - Public

Shareable URL

Use this option if you'd like to share or embed a dashboard for public access without security. To generate a public URL for a dashboard, click on 'Shareable URL' from the Sharing Options under the horizontal ellipsis.

Note: This makes the dashboard publicly accessible, without requiring a login. Do not use this option for sensitive data.

In addition, the embed code can also be used to embed the dashboard into your own portal/HTML pages.

Generate Shareable URL

Disable sharing

To turn off the generated shareable URL, click on the horizontal ellipsis from the top-right corner of the interface, select Sharing Options from the dropdown list, and toggle OFF the 'Shareable URL'.

Disable sharing

Secure Shareable URL

To generate an embeddable share URL for a dashboard, click on 'Secure Shareable URL' from the sharing options under the horizontal ellipsis.

Use this option to securely embed dashboards where you can filter the data based on parameters that are encrypted (using your customer key). This ensures that the request is not tampered with.

Generate Secure Hash URL

Disable sharing

To deactivate the secure Hash URL generated, click on the share icon from the top-right corner of the interface, select Sharing Options from the dropdown list, and toggle OFF the 'Secure Shareable URL'.

Disable sharing

Note: We provide a number of options for embedding, depending on the level of access required. See embed docs

Whitelist IPs

Allow certain IP addresses access to view the dashboard. 

Whitelist IPs

Clone Dashboard

A dashboard can be cloned by selecting the Settings icon from the dashboard page. Scroll to the bottom to find the blue Clone button. You have two options when cloning: clone the dashboard only, or clone the dashboard and all the widgets. The options are explained below.

Clone

When the 'Clone' option is selected, a copy of the dashboard is created with the same name, prefixed by 'Copy of...'. All widgets from the original dashboard are included in the new one.

Note that any changes made to a widget on either dashboard will affect the other, as both dashboards reference the same widgets.

Cone Dashboard

Clone Dashboard and Widgets

When the 'Clone Dashboard and Widgets' option is selected, a duplicate dashboard is created with the same name, prefixed by 'Copy of'. All widgets from the original dashboard are also cloned, with their names followed by '(Copy)'.

Changes made to the cloned widgets will not affect the original widgets, as they are independent of each other.

Clone Dashboard and Widgets

Delete Dashboard

From the top horizontal Ellipsis, click on the 'Delete' button to remove the dashboard.

Delete Dashboard

Ops Dashboard

Ops Dashboard is short for Operations Dashboard. Operations Dashboard provides insights on usage and performance using metrics such as login activity, dashboard loads, chart creations, dashboard creations, number of queries, number of errors, etc, to provide insights on usage and performance.

To access the Ops Dashboard, navigate to the More (three dots) menu on the landing page and click Ops Dashboard.

You can see two tabs on the Ops Dashboard landing page: Usage and Performance.

The Usage tab provides insights based on login and other related activities.

The different widgets present here are:

Login Activity: Displays the user login name and date for an account. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Logins By User/Type: Displays the user login sessions by type sorted by month. You can export the data into a CSV format. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Dashboard Loads in the last 30 days: Displays the number of times a dashboard was loaded.

Charts and Dashboards: Displays a detailed view of all the widgets under each dashboard. Details like chart name, URL to the dataset, which takes you to the query page, dashboard, and widget share URLs.

Users and Groups: Displays the users and groups in the account. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Dashboard Access: Displays the dashboard access details. The last accessed time stamp and the load time. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Chart Creations/Updates: Displays the chart creation and last updated date. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Unused Datasets: Displays a list of unused datasets. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Dashboard Creations/Updates: Displays the dashboard creation and last updated date. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Query Creations/Updates: Displays the query creation and last updated date. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

The Performance tab provides insights based on queries, chart loads, number of errors, and more.

The different widgets present here are:

Queries by Duration/Size - Top 10: Displays queries by duration or size as a simple graph. You can also add filters to the data for better insights.

Query Executions: Displays the query executions for the account. You can also export the data in CSV format.

Chart Loads (Last 3 months): Displays the chart loads over the past three months. Details like load time and number of times loaded are displayed.

Direct Query Executions - Daily: Displays the stats for direct query executions daily. Details like number of times executed, the average duration, average output size, and execution date.

Top 10 Datasets by Size: Displays the top ten datasets sorted by the size of the records.

Datasets by Size: Displays the datasets by size; the list can be sorted by ascending or descending order.

Query Errors: Displays the query error details. You can export the data into a CSV format and search the table. In the three-dot menu, you can view the data in a tabular format, refresh the data, and maximize or minimize the table.

Removing and Deleting a Widget

To remove a widget from the dashboard, click on More Settings on the top right of the widget you want to remove and select "Remove from Dashboard" option from the dropdown list.

Removing and Deleting a Widget

To permanently delete a widget, click on the Widgets from the left, hover your cursor on the widget that you want to delete, and click on the widget settings.

A new modal window will appear providing the widget setting options. Click on delete from the top right corner of the interface and this will delete the widget and the dataset (if the dataset is not linked to other widgets).

Deleting a Widget

Localization (beta)

The display of time series chart legends and filters can be localized on a per user basis by selecting the Locale option under User Settings. Useful for embedded dashboard and widget modes, this will then render any time series chart selected in the locale specified. Current locales supported are English (en), French (fr) and German (de).

For support for other locales, please contact support@knowi.com

Localization

Schedule/Send a Report

Knowi's report scheduling features allow you to schedule dashboard exports as a PDF and/or CSV attachment and sent to you directly via Email, Webhook, Slack, or Microsoft Teams. You can schedule an email report to have it delivered as a PDF and/or CSV directly to you and your team's inbox daily.

Please refer to this documentation to know more about- Scheduled Reports.

Schedule/Send a Report

PDF Export

Click on the share icon at the top right corner of the interface and select 'Export As PDF' from the drop-down menu to export the dashboard as a PDF. Configure all the fields and click on Export PDF.

PDF Export

PDF Export Settings

Users can make these settings as per the use case before exporting:

Page Orientation

In the page orientation settings, users can choose to set the PDF export to either Landscape, Portrait, or Custom. Under Custom, users can define the custom height and width.

PDF Export

Margin Size

In the margin size, users can define the margin size for the PDF between small, medium, and large.

PDF Export

Layout

In the layout settings, users can set the layout of the PDF as Fit to width or Fit to one page. Users can also stack the widgets as a single column by checking the Single column only check box.

PDF Export

Headers and Footers

Users can define the page numbers, title, date, and time in the headers and footers settings.

PDF Export

Datagrid, Pivot and Spreadsheet

Users can choose to Add the appendix and Display in the dashboard by checking the respective checkboxes for data grid with scrolls, for pivots, and for spreadsheets.

PDF Export

Spreadsheet Mode

Customizable options for widgets with spreadsheets. During PDF export users can choose to either export all, active, or current sheet.

PDF Export

Export As PowerPoint

Click on the horizontal ellipsis at the top right corner of the interface and select 'Export As PowerPoint' from the drop-down menu to export the dashboard as a Powerpoint file.

PDF Export

Upon clicking the Export As PowerPoint button, a sidebar from the right will slide out providing you the option to configure multiple fields and define how the exported file should look like:

Field Description
Font Color Font color of the Powerpoint
Background Color The background color of the Powerpoint
InstantSights Include Natural Language Generation or not
Exclude Grids Exclude grid-type widgets from the export or not
Exclude Cover Page Exclude the first page of the export containing the cover page or not

Click Export PowerPoint to download the dashboard as a PowerPoint file into your local system.

PDF Export

The PowerPoint slides will show widgets along with insights in plain English as shown in the snippet below:

PDF Export

Presenter Mode

Click on the horizontal ellipsis at the top right corner of the interface and select 'Presenter Mode' from the drop-down menu to launch the dashboard in presentation mode.

PDF Export

Upon clicking the Presenter Mode button, a sidebar from the right will slide out providing you the multiple fields to customize and define how the presentation should look like:

Field Description
Exclude Grids Exclude grid-type widgets from the export or not
InstantSights Include Natural Language Generation or not
Auto Rotate Slides (Secs) Type in the seconds before the transition. Leave empty if it will be user-driven
Loop Loop through the slides from the beginning once finished

Click on Start Presentation to open the dashboard in presentation mode and the slides will automatically transit to the next, hence, transforming your dashboard into an "easy-to-understand" and "intelligible" version.

PDF Export

Widget History

Keep track of all the historical changes or modifications performed on top of any particular widget in the dashboard via "History" options. All the historical changes performed (previous versions) are time stamped and include the username that executed the change.

PDF Export

You can also revert back (restore) your widget to any particular version from the widget history.

PDF Export