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When a new cell has been created, you will be able use the following icons to add a chart:

Resizing Chart Cells

Between the chart cells there is a grey dividing line. If you hover over this with a mouse, or touch using mobile or tablet, you will see this line changes to become a wider grey bar.

You can now drag this bar from side to side if the divider runs from top to bottom or if you have selected a divider which runs from left to right you can drag it up and down.

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You can drag and resize the chart cells to optimise the space used for the charts.

The size of a cell is held as a screen proportion, thus if you open the dashboard on a different device it will resize using the proportions, redrawing to the available screen size.

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Layouts

You can quickly modify the way the dashboard is presented to users. The first change you may want to make is to replace a chart in a cell with a different chart. To do this, we can select a different chart from the Chart Library.

Let’s look at an existing category.

To swap the bar chart displayed on the top row, open the tools menu on the chart cell by clicking the ‘Chart Tools’ icon in the top-right corner of the cell.

Then select the Chart Library button from the Tools menu.

The Chart Library list will appear. This will show a list of all the charts you have access to; with charts grouped by the categories they belong to.

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If you can’t see the chart you require here you will need to ask an administrator to grant you access to the category that the chart belongs to. If you can see the chart on someone else’s dashboard, ask which category it is grouped under – this is the category you need access to.

To replace the current chart with the one in the library click it in the library list and the existing chart will be replaced. This doesn’t delete or change the functionality of the previous chart; you are simply changing what you see in your layout.

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This means you are no longer looking at the default view for the category. You now have your own custom view that will be different to what other users see.

Adding A New Chart Cell

Sometimes we want to add an item from the Chart Library into a new cell on the category. To do this, we need to create a new cell on the category page. This involves splitting an existing chart cell. A category will always have at least one chart cell, so can always be split in this way.

To create a new cell, open chart tools on the cell you want to split by clicking the ‘Chart Tools’ icon at the top-right of the cell.

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There are two buttons you can use to split a cell:

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splits from left to right

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splits from top to bottom

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used to create a new chart

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used to select an existing chart from the Chart Library

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This is now your own individual layout. If you look at other users’ screens, they may not look the same as yours.

Removing A Chart Cell

If there is a chart in the cell, open chart tools and click for the ‘ Remove cell’ icon.

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This deletes the cell, not the chart. In the example above, if the cell that contains the Employee Count by Age Group chart is deleted, we can still open the chart library and retrieve the chart.

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If it is an empty cell, the ‘Remove cell’ icon is located in the top right of the cell.

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Publishing A Layout

There are two types of layout in the dashboard. Depending on the type of user account you have you will be able to only see the default layout for a category, or you will be able to create your own tailored layout. 

If you want

other users

to

see

the layout you have created, you can publish a layout to:
  • A user who does not have the ability to create their own layout. In Pi we call these users Chart Viewers.

  • A user who can create their own layout, but hasn’t yet changed it, so they are currently viewing the default layout.

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 We cannot publish layouts to users who have their own tailored layouts.

To publish a layout all we need to do is click the ‘Manage layout’ button  located in the top right-hand corner of the dashboard and then select ‘Save as Default Layout’.

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Clicking ‘Revert to Default Layout’ will change your layout back to the same as the current default layout.

Once published you will receive a confirmation in a ‘snack bar’ popup as shown below.

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Other applicable users will need to refresh their browser session to pick up the newly published layout.