Using dashboard templates

This guide explains how to create and manage dashboard templates, and how to view and manage the dashboards that are connected to a template.

Introduction

A dashboard is a collection of widgets organized to present your data. You can share a dashboard to collaborate on it with other Adverity users, and to allow external users to view it.

A dashboard template is a template that you can use to quickly and easily create dashboards with the same appearance and layout. You can make changes to all dashboards connected to a dashboard template by overwriting the connected dashboards.

A dashboard that is connected to a dashboard template has the Connected icon in the top right corner.

Creating dashboard templates

Creating a new dashboard template from scratch

You can create a new dashboard template in the same way that you would create a normal dashboard. To create a new dashboard template, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Under the page heading, click Templates.

  3. Click + Create template.

  4. Customize your dashboard template by adding content to your dashboard. For more information, see Adding widgets to a dashboard.

To create a dashboard based on your new dashboard template, follow these steps:

  1. In the top right corner of your dashboard template, click Template.

  2. In the drop-down menu, click Create dashboard from template.

As a result, your new dashboard has been created and will appear in the Dashboards page. In the Dashboards page, the Connected icon shows that a dashboard is connected to a dashboard template.

Creating a dashboard template from an existing dashboard

To create a dashboard template based on an existing dashboard, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Open the dashboard that you want to use to create a new dashboard template.

  3. In the top right corner of the dashboard, click Create template from dashboard.

  4. Click Open template in the message that appears to go to your new dashboard template.

As a result, you have created a dashboard template based on the selected existing dashboard. You can now use this dashboard template to create more dashboards, and apply any changes you make to this dashboard template to the connected dashboards.

Managing dashboards connected to a dashboard template

Viewing connected dashboards

Only users with Administrator permissions in your organization's root workspace can view the full list of dashboards that are connected to a dashboard template. Users with other permissions can see the dashboards that they can access that are connected to a dashboard template.

To view the dashboards that are connected to a dashboard template, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Under the page heading, click Templates.

  3. In the table, in the row for the dashboard template, click the link in the Connected dashboards column.

    This link will be the number of dashboards connected to the dashboard template, for example 2 dashboards.

In the Connected dashboards window that appears, you can see the dashboards that are connected to the selected dashboard template. To view a connected dashboard, click the name of the dashboard.

Overwriting connected dashboards

After you make changes to a dashboard template, in order for these changes to appear on the connected dashboards, you need to overwrite the dashboards. To do this, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Under the page heading, click Templates.

  3. In the table, to open the dashboard template you want to change, click its name.

  4. Make your required changes to the dashboard template.

  5. In the top right corner of your dashboard template, click Template.

  6. In the drop-down menu, click Overwrite connected dashboards.

  7. In the Overwrite connected dashboards window, select the checkboxes for the changes that you want to apply to all dashboards connected to this dashboard template.

  8. (Optional) Select the Exclude date ranges checkbox to leave the date ranges in all filters on the connected dashboards unchanged.

  9. Click Overwrite.

As a result, all the changes that you selected are applied to all dashboards connected to this dashboard template.

Disconnecting connected dashboards

If you no longer want a dashboard to be connected to a dashboard template, you can disconnect it.

After a dashboard has been disconnected from a dashboard template, you can no longer use your dashboard template to make changes to this dashboard. There is no way to reconnect a dashboard to a dashboard template after it has been disconnected.

To disconnect a dashboard from a dashboard template, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Under the page heading, click Templates.

  3. In the table, in the row for the dashboard template, click the link in the Connected dashboards column.

    This link will be the number of dashboards connected to the dashboard template, for example 2 dashboards.

  4. In the Connected dashboards window that opens, in the row for the dashboard you want to disconnect from the dashboard template, click Disconnect.

  5. In the pop-up window, to confirm that you want to disconnect this dashboard, click Apply.

As a result, the selected dashboard is disconnected from the dashboard template. In future, if you make changes to the dashboard template, you can no longer apply these to the disconnected dashboard.

You can also disconnect a dashboard from a dashboard template when you are working on the dashboard by clicking Template, then Disconnect from template in the top right corner of the dashboard.

Managing dashboard templates

In the Templates page, you can clone, rename, and delete dashboard templates. To perform any of these actions, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Under the page heading, click Templates.

  3. In the row for the dashboard template that you want to manage, click More.

  4. In the drop-down menu, click the action you want to perform:

    • Click Create dashboard from template to create a new dashboard based on this dashboard template.

    • Click Clone to clone this dashboard template.

      You are automatically taken to the cloned dashboard template. The name of the cloned dashboard template starts with "Clone". No dashboards are connected to the new dashboard template when it is created.

    • Click Rename template to change the name of this dashboard template.

      In the Template name window, enter a new name for the dashboard template and click Apply.

    • Click Delete template to delete this dashboard template.

      If you delete a dashboard template that has connected dashboards, these dashboards are disconnected from the dashboard template. No changes are made to the connected dashboards.

    Only the user who created a dashboard template and users with Administrator permissions in your organization's root workspace can rename and delete dashboard templates.