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  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats
  2. Log into the dashboard using the viewer credentials.
  3. Click Personalize Edit on the dashboard.
    In the Dashboard Designer, if the layout supports a banner, the banner placeholder appears. In addition, if a banner has been is already uploaded, the banner appears; otherwise, an empty placeholder appears.
    Image Added
  4. Click Add/Edit, select an image from the file browser window and click Open. The selected image appears in the block allocated for the banner with the option to crop the image.
  5. Crop the banner image.
    1. Move your pointer over the cropping tool and drag the points to resize it.

    2. Click Save to crop the image.

      Note

      If you wish to remove the custom copy of the banner, reset the dashboard.

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  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats 
  2. Log into the dashboard using the viewer credentials.
  3. Click Personalize on the dashboard.Edit.
    Image Added
  4. Click Add Block.
    Image RemovedThe following screen appears allowing you to create a custom sized block. 
    Image RemovedWhen you hover your pointer over the corners of the default block, an arrow appears. Drag
    Image Added
  5. If you want to view the size of the existing blocks in the dashboard, click Show Grid. This displays a grid to gauge the size of the block based on its columns.
  6. Enter the width and height of the block in the respective text-boxes, or drag the pointer either vertically, horizontally or diagonally to define the size of the block in the grid.
  7. Click Add Block to add the block to the page in the dashboard. 

Adding a gadget to a dashboard 

  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats  
  2. Log into the dashboard using the viewer credentials.
  3. Click Personalize on the dashboardEdit.
    Image Added
  4. Click on the gadget icon. The available list of gadgets All the available gadgets that are shipped with WSO2 DS appears.
    Image Removed Image Added

  5. Drag and drop the gadget into the desired block in the dashboard.

    Note

    The visual content of some gadgets (e.g., The "Population by History" gadget, which is part of the Drill Down Dashboard sample) will only appear appears after gadget to gadget communication is enabled.

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  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats   
  2. Log into the dashboard using the viewer credentials.
  3. Click Personalize on the dashboard.Edit.
    Image Added
  4. Hover your pointer over the header in the dashboard block. When the pointer becomes a handblock title bar, drag the pointer, and release the pointer in a preferred location in the dashboard, to reposition a block in the dashboard. Image Removed

Resizing a block in the dashboard

  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats 
  2. Log into the dashboard using the viewer credentials.
  3. Click Personalize on the dashboard.Edit.
    Image Added
  4. Hover your pointer over the bottom-right corner of the block.   When the resize icon button appears together with the diagonal pointer, drag the pointer to resize the dashboard.Image Removed

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  1. Image Added

Maximizing and minimizing the view of a gadget

A viewer can view a gadget in full screen mode when either viewing or personalizing a dashboard.

  • Maximizing a gadget in view mode
    1. Enter the dashboard URL to access the respective dashboard in view mode.
      URL format: 
      https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
      Example: 
      https://localhost:9443/portal/dashboards/sales-stats  
    2. Log into the dashboard using the viewer credentials.
    3. Click on the maximize toggle button Maximize to view the gadget in full screen mode.
    4. Click Minimize to view the gadget in the standard mode.
      Image Added
  • Maximizing a gadget in personalization mode
    1. Enter the dashboard URL to access the respective dashboard in view mode.
      URL format: 
      https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
      Example: 
      https://localhost:9443/portal/dashboards/sales-stats  
    2. Log into the dashboard using the viewer credentials.
    3. Click Personalize on the dashboard.
    4. Click on the maximize toggle button.Image Removed

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    1. Edit.
      Image Added
    2. Click Maximize.
      Image Added
    3. Click Minimize to view the gadget in the standard mode.
      Image Added

Changing user preferences of a gadget

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    1. Enter the dashboard URL to access the respective dashboard in view mode.
      URL format: 
      https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
      Example: 
      https://localhost:9443/portal/dashboards/sales-stats  

    2. Log into the dashboard using the viewer credentials.

    3. Click on the settings toggle button.Image Removed Properties.
      Image Added

      Note

      The settings toggle Properties button will only be available appears if user preferences are defined, using the <UserPref> tags, in the gadget definition XML file.

    4. Enter the required user preference details.
    5. Click on the settings toggle button again Properties.
      These changes are saved to the userPrefs of a particular gadget. In addition, the gadget view is also updated based the new preferences.  
  • Changing user preferences of a gadget in personalization mode
    1. Enter the dashboard URL to access the respective dashboard in view mode.
      URL format: 
      https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
      Example: 
      https://localhost:9443/portal/dashboards/sales-stats   
    2. Log into the dashboard using the viewer credentials.Click Personalize on the dashboard
    3. Click Edit.
      Click on the settings toggle button.Image RemovedImage Added

    4. Click Properties.
      Image Added

      Note

      The settings toggle Properties button will only be available appears if user preferences are defined, using the <UserPref> tags, in the gadget definition XML file.

    5. Enter the required user preference details.

      Tip

      If you wish to revert to the original version of the dashboard, reset the dashboard.

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  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats
  2. Log into the dashboard using the viewer credentials. 
  3. Click on the remove link that corresponds to the block that you wish to remove.
    The block will be immediately deleted from the dashboard.Image Removed Remove, which appears in the block title bar.  
    Image Added
  4. Select your delete preference and click Delete.
    • The following message-box appears when you are trying to delete a block that already has a gadget.
      Image Added
    • The following message-box appears when you are trying to delete an empty block.
      Image Added 

Removing a page in a dashboard

  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats
  2. Log into the dashboard using the viewer credentials. 
  3. Click Next or Previous to navigate to the required page.
  4. Click Remove. 
    Image Added
  5. Click Yes to confirm the deletion process.
    Image Added

Resetting a dashboard

  1. Enter the dashboard URL to access the respective dashboard in view mode.
    URL format: 
    https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
    Example: 
    https://localhost:9443/portal/dashboards/sales-stats 
  2. Log into the dashboard using the viewer credentials. 
  3. Click Reset to discard your dashboard preferences , and revert to the dashboard that was created by the respective dashboard editor.
    Image Added