Dashboard Management¶
For all dashboards within the current workspace, you can manage them through the following operations.
Batch operations¶
After selecting dashboards, you can perform batch delete, export, and modify visibility scope operations.
Note
- The homepage dashboard does not support modifying the visibility scope.
- Dashboards not created by the user do not support changing the scope to "Visible only to myself" here.
Modify/Export/Delete¶
Click the dashboard button to perform the following operations:
- Modify the dashboard name;
- Export the dashboard as a JSON file;
- Delete the dashboard.
Set Homepage Dashboard¶
Set the dashboard as the workspace-level "Homepage Dashboard". After setting it up, when members access this space subsequently, the homepage dashboard will be displayed by default.
Note
Only dashboards with "Public" visibility support being set as the "Homepage Dashboard", and after setting, modifying the visibility scope is not supported.
Filtering/Sorting¶
On the left side of the dashboard, you can quickly filter and find corresponding dashboards through different categories. You can also quickly filter by setting tags for the dashboard.
| Category | Description |
|---|---|
| My Favorites | Dashboards favorited by the current user; click the dashboard favorite icon to add. |
| Imported Projects | Dashboards created by importing custom templates. |
| My Creations | All dashboards created by the current user, including imported dashboards. |
| Visible Only to Me | Non-public dashboards visible only to the creator; other members have no viewing permissions. |
| Frequently Viewed | Dashboards viewed more than 5 times in the past week by the current user. |
Carousel List¶
If you need to handle multiple related business dashboards simultaneously, you can use the carousel function. After configuring associated dashboards, it facilitates one-stop business sharing.
- Enter the Carousel List, click Create New Carousel;
- Input the carousel name;
- Select dashboards;
- Set refresh frequency;
- Click confirm;
- After configuration is complete, you can view the configured dashboards in the Carousel List.
For the carousel list, you can take the following actions:
- Click the play button, and the configured dashboards will play according to the set frequency;
- Click the edit button to modify the carousel configuration;
- Click delete to remove the carousel.
Historical Snapshots¶
In the Historical Snapshots section at the top right of the page, you can view all saved dashboard snapshots for the current workspace.