Personalizing a Viewer Dashboard

The following are the ways in which a viewer can customize a dashboard:

Adding a banner to a dashboard

When designing the dashboard the editors may select a banner to be uploaded to the dashboard. Once banner is uploaded it will appear when viewing the dashboard. When a user (a viewer) views the dashboard, if there is an existing banner the banner is displayed. The viewer can personalize the banner in the dashboard if required. Each personalized dashboard that includes a banner can only be accessed by the user who added that specific personalization.

Follow the instructions below to add a banner to a dashboard:

Enter the dashboard URL to access the respective dashboard in view mode.
Log into the dashboard using the viewer credentials.
Click Personalize on the dashboard.
In the Dashboard Designer, if the layout supports a banner, the banner placeholder appears. In addition, if a banner has been already uploaded, the banner appears; otherwise, an empty placeholder appears.
Click 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.
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.
  
  If you wish to remove the custom copy of the banner, reset the dashboard.

Adding a block to a dashboard

Enter the dashboard URL to access the respective dashboard in view mode.
Log into the dashboard using the viewer credentials.
Click Personalize on the dashboard.
Click Add Block.
The following screen appears allowing you to create a custom sized block.
When you hover your pointer over the corners of the default block, an arrow appears. Drag the pointer either vertically, horizontally or diagonally to define the size of the block in the grid.
Click Add Block to add the block to the dashboard.

Adding a gadget to a dashboard

Enter the dashboard URL to access the respective dashboard in view mode.
Log into the dashboard using the viewer credentials.
Click Personalize on the dashboard.
Click on the gadget icon. The available list of gadgets appears.
Drag and drop the gadget into the desired block in the dashboard.

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 after gadget to gadget communication is enabled.

Repositioning a block in the dashboard

Enter the dashboard URL to access the respective dashboard in view mode.
Log into the dashboard using the viewer credentials.
Click Personalize on the dashboard.
Hover your pointer over the header in the dashboard block.
When the pointer becomes a hand, drag the pointer, and release the pointer in a preferred location in the dashboard, to reposition a block in the dashboard.

Resizing a block in the dashboard

Enter the dashboard URL to access the respective dashboard in view mode.
Log into the dashboard using the viewer credentials.
Click Personalize on the dashboard.
Hover your pointer over the bottom-right corner of the block.
When the resize icon appears together with the diagonal pointer, drag the pointer to resize the dashboard.

Maximizing 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.
2. Log into the dashboard using the viewer credentials.
3. Click on the maximize toggle button.
Maximizing a gadget in personalization mode

1. Enter the dashboard URL to access the respective dashboard in view mode.
2. Log into the dashboard using the viewer credentials.
3. Click Personalize on the dashboard.
4. Click on the maximize toggle button.

Changing user preferences of a gadget

All dashboard viewers are given the option to change the user preferences in the dashboard view page. The changes made by dashboard viewers are saved in that respective user's space in the registry. Thereby, enabling viewers who have entered user preferences to view a customized version of the original dashboard.

A viewer can change the user preferences of a gadget when either viewing or personalizing a dashboard.

Changing gadget user preferences in view mode

1. Enter the dashboard URL to access the respective dashboard in view mode.
2. Log into the dashboard using the viewer credentials.
3. Click on the settings toggle button.
  
  The settings toggle button will only be available 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.
  These changes are saved to the userPrefs of a particular gadget. In addition, the gadget view is also updated based the new preferences.

Changing gadget user preferences in personalization mode
1. Enter the dashboard URL to access the respective dashboard in view mode.
2. Log into the dashboard using the viewer credentials.
3. Click Personalize on the dashboard.
4. Click on the settings toggle button.
  
  The settings toggle button will only be available if user preferences are defined, using the <UserPref> tags, in the gadget definition XML file.
5. Enter the required user preference details.
  
  If you wish to revert to the original version of the dashboard, reset the dashboard.

Removing a block in a dashboard

Enter the dashboard URL to access the respective dashboard in view mode.
Log into the dashboard using the viewer credentials.
Click on the remove link that corresponds to the block that you wish to remove.
The block will be immediately deleted from the dashboard.

Resetting a dashboard

Enter the dashboard URL to access the respective dashboard in view mode.
Log into the dashboard using the viewer credentials.
Click Reset to discard your dashboard preferences, and revert to the dashboard that was created by the respective dashboard editor.