Dashboard Builder Overview

When you first create a new Dashboard using InstantAtlas Dashboard Builder you will be presented with a screen similar to that shown below.  A default dashboard based on your ArcGIS Online web map is shown on the right hand side, a settings panel is shown on the left hand side and there are a number of menu options shown on the top bar.  These various areas are described below.

DesignCanvas

 

Edit/Preview Mode

On start-up,  a button at the top of the screen shows Edit Mode, which means that you can change the design of your dashboard. Click on that button to put the dashboard into Preview Mode so you can see how it will appear and behave once published.

Design

In ‘Edit Mode’ you are able to select different dashboard widgets by clicking on them.  You can then drag them around the screen or resize them.  You can delete a widget by clicking on the cross in the top left hand corner.  Some dashboard widgets may be set to be hidden at start up or set as popups (e.g. the data explorer) so you won’t be able to see them.  There may also be widgets that are hidden behind other widgets .  To view these you will need to use the ‘Select’ menu within the properties panel to make them visible for positioning, resizing and setting their properties.

Settings

The settings panel on the left hand side of the page allows you to set the properties for each dashboard widget, define overall styling and change the legend settings. With the buttons and the settings panel can be expanded to fill your screen or hidden so that the dashboard fills the width of your screen. A hidden settings panel can be restored by clicking the  Settings button.

Properties Tab

This tab shows the properties of the selected widget. If you click on any white space on the dashboard, the general properties for the dashboard will be shown.  Hovering over a property will often display some help about that property.  Many properties can be left with their default settings, others you can try changing to see what effect they will have on the dashboard.

The ‘Select’ button opens a list of all widgets which are currently in your dashboard. Clicking on a widget listed here will highlight it so you can edit the properties or resize / move it. This is especially useful for widgets which are completely hidden behind other widgets.

Use the ‘Send To Back’ and ‘Bring To Front’ buttons to control how overlapping widgets appear.

Styling Tab

These settings allow you to change the overall look and feel of your dashboard. Firstly click on the Colour Scheme button to open the Colour Scheme dialog.

Colour Schemes Dialog

Chose a colour from the colour swatch at the top and then select one of the styles based on your selected colour. Afterwards you can fine-tune the styling by changing colours, fonts and borders of the widgets, widget headers and buttons as well as adjusting some general style settings for your dashboard.

Legend Tab

The legend of your dashboard can have a big impact on how the data is understood by the enduser.

For numeric indicators you can choose from one of the pre-defined classification methods Quantile, Equal Interval, Natural Breaks, Continuous and Standard Deviation. There are a number of colour palettes available of which you can choose one to be used by default in your dashboard. You can change them to create your own colour palette by adding, removing or changing single colours. It is possible to change the default number of legend classes by clicking the + and – buttons next to the colour palettes. The ⇑⇓ button reverses the currently selected palette. The enduser of your dashboard will be able to change some of these settings through the Edit Legend button in the legend widget.

For textual indicators you can associate each legend colour with a particular legend value. This ensures that a particular value always appears in this colour.

If you are not happy with on of the pre-defined legend classifications or if you need different legends for different indicators in your dashboard, you can define those by clicking the Indicator Specific Legends button.

Layout

The Layout menu option allows you to choose from a set of predefined dashboard layouts. These are a good starting point for designing your dashboard.  Some layouts have widgets that are not available in other layouts.  Note that when you switch layouts you will lose any design changes you have made.

Widgets

Use this menu to insert additional widgets into the dashboard. Note that the range of widgets available will depend on the layout chosen using the layout menu.

data_manager_iconData

This button opens up the data manager. This allows you to select which data you would like to display in your dashboard and control how it appears.

Save

Saves all changes back to your app on ArcGIS Online.

Save As…

Saves a copy of this dashboard into your ArcGIS Online account. You will be able to change the title of the dashboard, tags and the folder where it is saved to.

Done

Takes you back to the Dashboard Builder index page.

Help Help

Provides a Quick Start Guide and the link to the Online help pages.