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(DOCSP-31742) [Charts] Dashboard and Charts UI Inconsistencies (#620)
* (DOCSP-31742) Edits. * (DOCSP-31742) Edits. * (DOCSP-31745) Consistency edits. * Update source/manage-dashboards.txt Co-authored-by: zach-carr <[email protected]> * Update source/manage-dashboards.txt Co-authored-by: zach-carr <[email protected]> --------- Co-authored-by: zach-carr <[email protected]>
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source/manage-dashboards.txt

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@@ -23,7 +23,7 @@ clicking the desired dashboard from the :guilabel:`Dashboards` page.
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.. note::
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You can search for dashboards by title by using the search bar
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in the top-right corner of the page.
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in the top-right of the page.
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Viewer Actions
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--------------
@@ -39,20 +39,27 @@ You can duplicate any dashboard in your Dashboards page,
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even if you do not have editing permissions.
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You can duplicate a dashboard from the :guilabel:`Dashboards` page or
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from the dashboard itself. To duplicate a dashboard:
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from the dashboard itself.
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1. If you are on the :guilabel:`Dashboards` page, click the ellipsis
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(``...``) for the dashboard you want to duplicate.
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To duplicate a dashboard:
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If you are on a dashboard, click the ellipsis
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(``...``) in the top right corner.
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.. procedure::
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:style: normal
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#. Select :guilabel:`Duplicate Dashboard` from the pop-up menu.
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.. step:: If you are on the :guilabel:`Dashboards` page, click the ellipsis
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(:icon-mms:`ellipsis`) for the dashboard you want to duplicate.
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#. In the :guilabel:`Dashboard Details` dialog, update the
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:guilabel:`Title` and :guilabel:`Description` fields.
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If you are on a dashboard, click the ellipsis
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(:icon-mms:`ellipsis`) in the top right corner.
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.. step:: Select :guilabel:`Duplicate`
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from the pop-up menu.
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#. Click :guilabel:`Save` to save the duplicated dashboard.
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.. step:: In the :guilabel:`Dashboard Details` dialog, update the
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:guilabel:`Title` and :guilabel:`Description` fields.
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.. step:: Click :guilabel:`Save` to save
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the duplicated dashboard.
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.. note::
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@@ -78,31 +85,30 @@ the entire space of the screen.
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To enter the fullscreen view for charts:
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1. Select a dashboard from the :guilabel:`Dashboards` page.
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.. procedure::
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:style: normal
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#. Hover over the chart.
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.. step:: Select a dashboard from
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the :guilabel:`Dashboards` page.
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#. Click the expanding box at the top-right of the chart.
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.. step:: Hover over the chart you wish to expand and click the expanding box (:icon-fa5:`expand`)
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at the top-right of the chart.
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.. figure:: /images/charts/fullscreen-chart-view.png
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:figwidth: 750px
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:alt: Fullscreen Box
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.. figure:: /images/charts/fullscreen-chart-view.png
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:figwidth: 750px
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:alt: Fullscreen Box
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To view another chart in the fullscreen view for charts, do one of the
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following tasks:
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- Click the arrows to the right and left of the chart
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- Click the arrows to the right and left of the chart or the arrow keys on your keyboard.
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- Click the dots at the bottom of the chart.
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To automatically cycle through the charts, click the play icon at the
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top-right of the chart. To stop, click the pause icon.
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To exit the fullscreen view for charts, do one of the following tasks:
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- Click the contracting box at the top-right of the dashboard.
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To automatically cycle through the charts, click the play icon (:icon-fa5:`play`) at the
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top-right of the chart. To stop, click the pause icon (:icon-fa5:`pause`).
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- Press the escape key.
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To exit the fullscreen view for charts, click the contracting box (:icon-fa5:`compress`) at the top-right of the dashboard.
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Author Actions
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--------------
@@ -144,9 +150,9 @@ Remove a Chart
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from will continue to exist.
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To remove a chart from your dashboard, hover over the desired chart
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and click the ellipsis (:guilabel:`...`) button at the top-right of the
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chart. Select :guilabel:`Delete Chart`, then click the
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:guilabel:`Delete Chart` button in the dialog to confirm the chart
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and click the ellipsis (:icon-mms:`ellipsis`) at the top-right of the
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chart. Select :icon-fa5:`trash` :guilabel:`Delete`, then click the
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:guilabel:`Delete` button in the dialog to confirm the chart
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deletion.
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.. _dashboard-duplicate-chart:
@@ -159,14 +165,18 @@ each time, you can duplicate any chart on a dashboard.
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To duplicate a chart:
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1. Hover over the desired chart on your dashboard and click the
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ellipsis (:guilabel:`...`) button at the top-right of the
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chart.
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#. Select :guilabel:`Duplicate Chart`.
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.. procedure::
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:style: normal
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#. Make any desired changes, then click the green
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:guilabel:`Save and Close` button to save the new chart. This saves
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the chart on the same dashboard as the original copy.
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.. step:: Hover over the chart you wish to duplicate and click
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the ellipsis (:icon-mms:`ellipsis`) at the top-right of the chart.
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.. step:: Select
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:guilabel:`Duplicate`.
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.. step:: Make any desired changes, then click the green
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:guilabel:`Save and Close` button to save the new chart. This saves
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the chart on the same dashboard as the original copy.
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.. _move-chart:
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@@ -181,17 +191,23 @@ Move a Chart to a Different Dashboard
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To move a chart to a different dashboard:
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1. Navigate to the dashboard which contains the chart you wish to move.
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.. procedure::
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:style: normal
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#. Hover over the desired chart and click the ellipsis
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(:guilabel:`...`) button at the top-right of the chart.
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.. step:: Navigate to the dashboard that
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contains the chart you want to move.
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#. Click :guilabel:`Move to`.
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.. step:: Hover over the chart you wish to move and click the ellipsis (:icon-mms:`ellipsis`)
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at the top-right of the chart.
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#. In the :guilabel:`Move to` dialog, use the dropdown to select the
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target dashboard for the chart.
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.. step:: Click
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:guilabel:`Move to`.
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#. Click :guilabel:`Move Chart`.
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.. step:: In the :guilabel:`Move to` dialog, use the dropdown to select the
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target dashboard for the chart.
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.. step:: Click
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:guilabel:`Move Chart`.
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|charts-short| reloads the current dashboard and the target chart is no
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longer present.
@@ -232,28 +248,37 @@ You can rename a dashboard and edit its description either from the
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:ref:`Dashboards page <dashboards-tab>`, which shows an overview of all
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your dashboards, or from within an individual dashboard.
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From the Dashboards page:
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To rename a dashboard from the Dashboards page:
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.. procedure::
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:style: normal
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1. Each dashboard has a button with an ellipsis icon (:guilabel:`...`)
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in the upper right corner. Click the ellipsis button.
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.. step:: Click the ellipsis (:icon-mms:`ellipsis`) in the upper right corner
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of the dashboard you would like to rename.
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.. step:: Select :guilabel:`Edit Title and Description`
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from the pop-up menu.
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#. Select :guilabel:`Edit Title / Description` from the pop-up menu.
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.. step:: In the :guilabel:`Dashboard Details` dialog, update the
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:guilabel:`Title` and :guilabel:`Description` of your dashboard.
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#. In the :guilabel:`Dashboard Details` dialog, update the
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:guilabel:`Title` and :guilabel:`Description` of your dashboard.
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.. step:: Click :guilabel:`Update`
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to save your changes.
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#. Click :guilabel:`Update` to save your changes.
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To rename a dashboard from within that dashboard:
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From within an individual dashboard:
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.. procedure::
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:style: normal
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1. In the upper left corner of the desired dashboard view, hover over
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the dashboard title or description and click the
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:guilabel:`pencil icon`.
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.. step:: In the upper left corner of the desired dashboard view, hover over
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the dashboard title or description and click the
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:guilabel:`pencil icon`.
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#. In the :guilabel:`Dashboard Details` dialog, update the
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:guilabel:`Title` and :guilabel:`Description` of your dashboard.
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.. step:: In the :guilabel:`Dashboard Details` dialog, update the
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:guilabel:`Title` and :guilabel:`Description` of your dashboard.
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#. Click :guilabel:`Update` to save your changes.
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.. step:: Click
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:guilabel:`Update` to save your changes.
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.. _duplicate-dashboard:
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@@ -276,18 +301,23 @@ Delete a Dashboard
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continue to exist.
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You can delete a dashboard from the :guilabel:`Dashboards` page or
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from the dashboard itself. To delete a dashboard:
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from the dashboard itself.
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To delete a dashboard:
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1. If you are on the :guilabel:`Dashboards` page, click the ellipsis
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(``...``) for the dashboard you want to delete.
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.. procedure::
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:style: normal
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If you are on a dashboard, click the ellipsis
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(``...``) in the top right corner.
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.. step:: If you are on the :guilabel:`Dashboards` page, click the ellipsis
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(:icon-mms:`ellipsis`) at the top right of the dashboard you wish to delete.
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If you are viewing a dashboard, click the ellipsis (:icon-mms:`ellipsis`) in the top right of the page.
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#. Click :guilabel:`Delete`.
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.. step:: Click :icon-fa5:`trash`
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:guilabel:`Delete`.
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#. Click :guilabel:`Delete` in the :guilabel:`Delete Dashboard` dialog
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to confirm deletion.
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.. step:: Click :guilabel:`Delete` in the :guilabel:`Delete` dialog
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to confirm deletion.
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Modify Dashboard Permissions
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~

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