Options at the top right of the heading bar are available throughout the designer.

That's where you are now! Help is in the context of where you are in the designer.

Not shown in the example here as it is a link back to this page.

Opens a separate browser tab and runs the dashboard for you to see how the dashboard looks with data applied. You may be asked for selection criteria.

Testing is only available when the design has been saved and no further changes have been made.

Changes made in the designer are saved in your browser's memory automatically but must be saved to the server to be effective. The Save button changes from green to amber and to red over time since the last save, or as more changes are made without saving.

Click the down arrow to the right of the button for more save options:

• Publish - make the dashboard live
• Backup - make a copy of the dashboard design that you can rollback to if necessary
• Rollback - roll the design back to a saved backup or previous published version
• Validate - check for errors in your dashboard (this is done automatically when you publish)

When you Publish or Backup you will be asked to enter Version Notes. These can be seen in the Design History if you decide to Rollback the design.

The home page for the designer is a set of quick links to all sections of the dashboard.

The left column of links includes top level options.

• General - edit the dashboard's heading text and colour settings
• Layout- design how the boxes in the dashboard are laid out on the page
• Mobile- select the content and sequence of boxes for mobile display
• Commands - options and links that are available to the user from the top banner
• Message - add a conditional popup over the dashboard when first opened

A dashboard must have one DSD to gather initial data (called the Primary DSD) but it is possible to access further DSDs when drilling down to information within the dashboard. This section has a link to each “DSD Set” and an option to add one. When you add the first DSD set it is taken as the primary DSD and an option is provided to add panels to the dashboard automatically based on the DSD's data groups.

There is also an option to “Refresh DSD”. This will update all schema information in all of the DSDs used in the dashboard. This is useful if DSDs have changed as it will fully update all field lists in the dashboard design.

Roll your mouse over a link in the Data section for links to the DSD Set's settings:

• DSD Set - option to test the associated data, plus an option to have the data in the associated panels automatically refresh every so many seconds.
• Parameters - except for the primary DSD, if the DSD requires external inputs, values may be applied here.
• Highlights - a link to all of the data highlighters set for the DSD set
• New Highlighter - add a new highlighter for this DSD set

A link to the start design page for each panel in the dashboard, together with a link to the “New Panel” page.

Roll your mouse over a panel link for a complete list of available design pages for the panel.

Roll your mouse over a link in the Panels column to see the full list of options. Not all will be live as some will not be relevant to the panel type or status. Here are all of the possible options:

• General - top level options such as layout box where the panel is shown and some actions that the user can take
• Panel Type Settings - setting specific to the type, e.g. Map or Table
• Texts - the heading and sub heading texts, icons and colours for the panel
• Data* - includes the fields to be included and the sequence in which they are shown
• Keywords - apply colour and icons to key words and phrases in selected fields
• Gradings* - apply colour grading to records based on its values
• Grouping* - accumulate values in records based on a common value in a field
• Content Commands* - actions to take when the user clicks on a record
• User Commands - actions to offer the user in the panel's header
• Filter* - set filter conditions based on records selected in other panels
• Delete - remove the panel, after confirmation

Items marked with * are not available if the panel is controlled by another.

Panel Options are also available from a drop-down menu on every panel page. In addition, the drop-down menu has options to change the panel's type and to make a copy of it within the same dashboard