About dashboard configuration

Before you modify a dashboard, plan how many widgets and which types you will add.
We recommend that you add no more than seven to ten widgets to one dashboard.

Otherwise, information on a dashboard may become hard to read for you.
If you would like to see more widgets while keeping the dashboard readable, you can use a second monitor or divide widgets between multiple dashboards, based on the widget type or functional scope.

The process of configuring a dashboard includes the following steps:

1. You open the dashboard that you want to configure.
   The way you open a dashboard depends on the dashboard location.
   For details on opening a dashboard page used as the home page or the workspace page, see: Open a dashboard.
   If the needed dashboard is located elsewhere on the site map, you navigate there by using the menu and navigation pane.
2. You create your personal copy of the dashboard by clicking the Create user copy button on the title bar of the dashboard page.
3. You switch the dashboard to the design mode by clicking the Design button on the title bar of the dashboard page.
4. Optional: You add new widgets to the dashboard.
   For details, see the topic Addition of widgets to a dashboard below.
5. Optional: You remove widgets from the dashboard if you no longer need to have the information they display at hand.
   For details, see: Arrange widgets on a dashboard.
6. Optional: You edit the settings of a widget by clicking Edit in the widget toolbar to change its type or the data.
   For details, see the topic Addition of widgets to a dashboard below.
7. Optional: You select a dashboard layout template and place widgets on the dashboard for convenient viewing of information.
   For details, see: Arrange widgets on a dashboard.
8. Optional: If you don't want to preserve the changes you have made, you reset the dashboard by clicking Reset to default on the dashboard title bar to replace its widgets with the widgets from the original dashboard.

You can use widgets of different types on a dashboard. For more information on widget types, see: .
See the following procedures for details on adding the supported types of widgets:

• Add a doughnut chart
• Add a line chart
•  
• Add a stacked column chart
• Add a bar chart
• Add a stacked bar chart
• Add a funnel chart
• Add a data table widget
• Add an embedded page widget
• Add a Power BI tile widget
• Add a scorecard KPI widget
• Add a trend card KPI widget
•  

You can refresh the information on a particular widget by clicking Refresh in the top left corner of a widget toolbar.

You can specify custom colours for series in chart widgets.
Series can be displayed on the following types of chart widgets: line, column, stacked column, bar, and stacked bar.
You may need to change the default colours of series, for example, to make the dashboard correspond to your corporate style.

To specify the colours depending on the series values, you should use expressions in the Colour field of the Chart settings dialog box.
For example: To make a chart element red if the series value is USD and blue if the series value is EUR, you would specify the following expression: =Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF').