Dashboards are a way for you to organize saved stories into custom layouts and designs. Dashboards are made up of pages. Harmoni dashboard pages are a designed collection of items, including:
- Saved analysis - views from a story
- Text items
- Image items
- Embedded content
You can create and manage dashboards through DASHBOARDS in the Global Menu Bar.
- Dashboards are made up of pages.
- Only Creators can create and share dashboards.
In this article
- Create a new dashboard page
- Load a dashboard page
- Rename a dashboard page
- Delete a dashboard page
- Download, Upload and Duplicate a dashboard page
- Share a dashboard page
1. Create a new dashboard page
To create a new dashboard, navigate to the DASHBOARDS menu and select the CREATE NEW button. After naming your dashboard page, select the CREATE button to open a new blank canvas for you to design your dashboard page. You will become the owner of the page.
When you create a dashboard page, you become the owner. You can edit the pages you own. You can also delete, download, upload, and duplicate your pages.
2. Load a dashboard page
You can access dashboard pages you have created (Owned by me)Learn more about User Roles. as well as those shared by other creators (shared with me).
- Click Load to open an existing dashboard page.
3. Rename a dashboard page
You can rename a dashboard page by clicking the pencil icon next to the page name. Edit the name and press enter. You can only rename pages that you own. Please note that changing the name of your page will require you to update any navigation page links you have created.
- Click on the pencil icon.
- Type the new name.
- Press Enter. This last action applies the new name to the page.
4. Delete a dashboard page
You can delete a dashboard page using the 3-dot menu on the dashboard tile. Click on the menu and select DELETE from the options. You can only delete pages that you own. This action is not reversible.
- Click on the 3 dot menu on the dashboard tile.
- Select delete from the options.
- Confirm deletion.
5. Download, Upload and Duplicate a dashboard page
To upload, select the UPLOAD button and browse to the location where you have saved the relevant dashboard page. Files have the extension ".PAGE".
DOWNLOAD and DUPLICATE are only available to the page owners and managed through keys (i.e., not all owners can download).
Files will be downloaded to your browser's download location. If you wish to change the location the zip is downloaded to, you will need to go to your browser > settings > advanced settings > and change the Downloads location.
- Click on the 3-dot menu on the dashboard tile.
- Select the relevant option from the menu list.
6. Share a dashboard page
When in the DASHBOARDS entity, you can identify the pages you own and those that have been shared with you. The person icon displays for Owned by me and the share icon for Shared with me.
Hover over the icons to see the user name.
Share a Dashboard
Click on Share in the dashboard tile to share a dashboard with others. This action will take you to the share pane where you can give users in the group Owner Access, General Access, or Unlisted Access.
Learn more about Harmoni Sharing Pane
Stories and associated data will only be visible if the relevant projects have been published and shared with the user.
You can share dashboard pages by sharing the relevant links. Copy the URL from the address bar when you have the page loaded. Users with General or Unlisted Access can view the page but don't have access to edit the page (i.e., can’t see the pen icon).
Where to from here?
Learn more about customizing your dashboard page.