Customizing Layouts

You can customize a dashboard's layout to organize your data to fit your requirements. You can choose from three dashboard layouts. You can also change the size, background color, border color, and interactions of a visual to create a fully customized dashboard.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
To customize a layout:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
    Dashboards tab - New dashboard
  3. Open the analysis from the Analysis list.
  4. Choose Sheets, and then Layout Settings.

There are three layout designs you can choose from:

Tiled layout
Visuals in a Tiled layout snap to a grid with standard spacing and alignment.
You can make visuals any size and place them wherever you want, but visuals cannot overlap.
You can optimize Tiled layouts for viewing at specific resolutions, with the default being 1,600 pixels.
Free-form layout
Visuals in a Free-form layout can be placed anywhere in your dashboard using precise coordinates. You can drag a visual to the exact place you want, or you can enter the coordinates of the visual’s location.
You can optimize Free-form layouts for viewing at specific resolutions, with the default being 1,600 pixels.
    Note:
  • Switching from Free-form to another layout might cause some visual elements to shift.
Classic layout
Visuals in a Classic layout snap to a grid with standard spacing and alignment. Dashboards hide data or change formatting to fit smaller screen sizes. For example, if you change a visual to make it considerably smaller, the on-visual menu and editors are hidden so that the chart elements have more room to display. Bar chart visuals can also display fewer data points.
You can optimize Classic layouts for viewing at specific resolutions, with the default being 1,600 pixels. You can also fit an entire dashboard to a browser's window by choosing Fit to window for View in the top-right corner.

In this section:

  1. Customizing Visuals in Analyses With Free-Form Layout
    In analyses that use a free-form layout, you can move, resize, and overlap visuals, customize the visual background, border, or selection frame, and set loading animations. You can also hide the context menu or the on-visual menu.
  2. Using Conditional Rules
    In analyses that use a free-form layout, you can configure rules to hide or show visuals when specific conditions are met. For example, you can have multiple versions of the same visual overlapped with each other and only display to a dashboard user the version that corresponds to a parameter value they select.
Parent topic: Creating an Analysis