30. June 2010 16:47

How to change the layout of dashboards

Filed Under(CRM 4.0 | Dashboard 4) By smujkic

 

In the dashboard, you can change your layout and create or save your own views.
In the layout menu there are 3 views:

Single View,

Vertical View and

Horizontal View.

In the course of this blog article we describe how to use and configure the different views.

...

 

1. How to select a layout

Click on Layout in the menu in order to select a layout for your dashboard.

With a click on the [Save View]-button your custom layout for this dashboard will be saved.

image

Figure 1: Select a layout

 

1.1 The Single View-Layout

The Single View is the default view. All charts will be displayed in the same size and every chart can be moved to the right or left.

image 

Figure 2: Single View-Layout


Move Charts: In the single view the charts can be moved to the left or the right.

To do so, click first on the [Action]-button and then on Move Chart.

image

Figure 3: Chart Settings - Move Chart 


Please note: In the vertical or horizontal view, charts can only be moved in the secondary area.

 

1.2 The Vertical View-Layout

When you select the vertical or horizontal view, you will generally work with two areas:

The primary area and the secondary area.

For the primary area you have to define a main chart because only this chart will be displayed in the main area.

To do so, select a chart, click on the [Action]-button and then Set to main Chart.

image

Figure 4: Chart Settings - Set to main Chart

 

The main chart will be vertically located on your screen in the primary area.

 Allt the other charts will be shown in the secondary area and can also be moved to the right or the left.

image

Figure 5: Vertical view - Primary area vs Secondary area


1.3 The Horizontal View-Layout

The main chart will be horizontally located on your screen in the primary area.

All the other charts will be shown in the secondary area and also can be moved to the right or to the left.

image

Figure 6: Horizontal view - Primary area vs Secondary area


2. Layout visibility:

If you are the owner of a dashboard and you define and save a custom layout, other users get your saved layout too.

At least, as long as they save their own personal layout view.

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 

 

 

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