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Dashboard Manager

Use the Dashboard Manager to create, sort, group and organise dashboards plus connect the required data sources.

Shem Bogusz avatar
Written by Shem Bogusz
Updated this week

To create Custom Dashboards in Calxa you'll first need to use the Dashboard Manager to create, sort, group and organise your dashboards. It is also in the Dashboard Manager where you'll link the required data sources that you'll later use in the Dashboard Tiles.

Create and Edit Properties

Create Dashboard

Pre-set Dashboards

Calxa provides 4 Pre-set dashboards which cannot be edited or customised, these are annotated with the Padlock symbols.

Copy Pre-set Dashboard

If you'd like to edit or customise a pre-set dashboard in any way, you'll need to copy it first. The copied dashboard will then be an editable version that can be customised further.
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Create Empty Dashboard

If you'd prefer to customise a dashboard by starting with a blank canvas you can use the Create New Dashboard button to create an empty dashboard.

  1. Click the Create New Dashboard button
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  2. Enter the following properties and click CREATE DASHBOARD

    1. Dashboard name: identifies the dashboard in the list of dashboards and must be unique.

    2. Notes/description: optional field to enter notes for your own reference.

    3. Group: add the dashboard to a group in the dashboard list. See Add a Group below for more details.

Edit Dashboard Properties

To edit the dashboard properties simply edit the details in these fields and click SAVE CHANGES.

Group and Order Dashboards

The order and grouping you see in the Dashboard Manager is the same order the dashboards will be listed in the Dashboard Gallery and Dashboard Builder. If you've got a large number of Dashboards, you may wish to group them in logical containers and choose between custom sort orders or sorting alphabetically.

Add New Group

  1. Click Add new Group
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  2. Enter Group name, Position and click ADD GROUP.

Reorder Dashboards

  1. Use drag and drop to reorder Dashboards.

  2. Alternatively select Sort alphabetically from the settings cog.

Move Dashboards between Groups

  1. Use drag and drop to move Dashboards between groups.

Dashboard Tiles

  1. Make a copy of a Tile and add to the same or a different Dashboard

  2. Identify the Data Source referenced by a Tile
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  3. Add a Data Source to the Dashboard

  4. Navigate to the Builder screen

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