DOCSP-20993 dashboard section ia revamp (#638)

* dashboard section ia revamp

Author: kyuan-mongodb

config/redirects

@@ -38,4 +38,15 @@ raw:  docs/charts/sample-mode/ -> ${base}/subset-mode
 
 raw: docs/charts/saas/ -> ${base}/
 raw: docs/charts/saas/release-notes/ -> ${base}/release-notes/
-raw: docs/chartsMongoDB%20Charts/ -> ${base}/
+raw: docs/chartsMongoDB%20Charts/ -> ${base}/
+
+# dashboard IA revamp
+
+raw: docs/charts/dashboard-ownership/ -> ${base}/dashboards/dashboard-access/dashboard-ownership/
+raw: docs/charts/manage-dashboards/ -> ${base}/dashboards/manage-dashboards/existing-dashboards
+raw: docs/charts/dashboard-permissions/ -> ${base}/dashboards/dashboard-access/dashboard-permissions/
+raw: docs/charts/scheduled-reports/ -> ${base}/dashboards/view-dashboard-data/scheduled-reports/
+raw: docs/charts/billing-dashboards/ -> ${base}/dashboards/manage-dashboards/billing-dashboards/
+raw: docs/charts/dashboard-refresh/ -> ${base}/dashboards/view-dashboard-data/dashboard-refresh/
+raw: docs/charts/dashboard-filtering/ -> ${base}/dashboards/view-dashboard-data/dashboard-filtering/
+raw: docs/charts/interact-with-charts/ -> ${base}/dashboards/view-dashboard-data/interact-with-charts/

snooty.toml

@@ -15,6 +15,7 @@ toc_landing_pages = ["/installation", "/dashboards",
                      "/chart-type-reference/choropleth",
                      "/customize-charts", 
                      "/customize-charts/conditional-formatting",
+                     "/dashboards/view-dashboard-data",
                      "/embed-charts-and-dashboards",
                      "/embedding-charts",
                      "/embedded-chart-options",

source/dashboards.txt

@@ -36,12 +36,9 @@ To learn more about dashboard permissions in |charts|, see :ref:`Dashboard Permi
 Each dashboard shows the following information:
 
 - Title
-
 - Description
-
 - A preview of the first three charts in the dashboard, including the
   chart title and type
-
 - When the dashboard was last modified
 
 By default, the most recently modified dashboards are shown first in
@@ -114,10 +111,18 @@ To add a sample dashboard:
          a sample dashboard where you can experiment with 
          :ref:`dashboard filtering <dashboard-filtering>` 
          and :ref:`interactive filtering <interact-with-charts>`.
-   
+
+      .. figure:: /images/charts/add-sample-dashboard.png
+         :figwidth: 50%
+         :alt: Add a sample dashboard.
+
    .. step:: Click :guilabel:`Add and Open` 
       to create a new :guilabel:`Sample Dashboard` of which you are the ``Owner``.
 
+      .. figure:: /images/charts/movies-sample-dashboard.png
+         :figwidth: 80%
+         :alt: Movies sample dashboard.
+
 You can also create a :guilabel:`Sample Dashboard` by going through 
 the |charts-short| :ref:`Welcome Experience <welcome-experience>`.
 
@@ -137,235 +142,11 @@ to visualize your |service| billing data. Billing dashboards
 contain prebuilt charts with insights into your |service| 
 usage. To learn more, see :ref:`billing-dashboards`.
 
-.. _refresh-dashboard-overview:
-
-Refresh Dashboard Data
-----------------------
- 
-|charts| automatically refreshes chart data once it becomes out of
-date with the backing data source. You can also manually refresh
-dashboard data at any time.
-
-To learn how to configure refresh settings and underlying
-refresh behavior, see :doc:`/dashboard-refresh`.
-
-.. _get-chart-data-dashboard:
-.. _view-chart-data-dashboard:
-
-View Chart Data
----------------
-
-The data underlying a chart can be exported as a table. All viewers of 
-public dashboards and authenticated users of non-public dashboards can 
-view and export data. To view the chart data, click :guilabel:`View 
-chart data` from the :icon-fa5:`ellipsis-h` menu. Each row in the table 
-represents a data point.
-
-.. include:: /includes/get-chart-data-details.rst
-
-.. _import-export-dashboard:
-
-Export and Import a Dashboard 
------------------------------
-
-You can export a dashboard to a file, which you can then import. Use 
-this feature to:
-
-- Store your dashboard outside of |charts|
-- Import exported charts into the same or a different project
-
-.. _export-dashboard:
-
-Export a Dashboard to a File 
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-You can export a dashboard to a single file named 
-``<Dashboard-Title>.charts``. 
-You can export a dashboard from the :guilabel:`Dashboards` page or from 
-the dashboard itself. 
-
-To export a dashboard:
-
-.. procedure:: 
-   :style: normal
-
-   .. step:: If you are on the :guilabel:`Dashboards` page, click the ellipsis 
-      (``...``) for the dashboard you want to export. If you are already viewing a specific dashboard, click the ellipsis 
-      (``...``) in the top right corner.
-
-   .. step:: Click 
-      :guilabel:`Export as .charts`. 
-
-The ``<Dashboard-Title>.charts`` file contains the metadata for the 
-dashboard, including:
-
-- Dashboard name and description
-- Dashboard layout including location of the charts in the dashboard 
-- Chart definitions
-- Dashboard filter definitions
-- Details of the data sources used on the charts including:
-
-  - Cluster name
-  - Database name
-  - Collection name 
-
-- Embedding settings for each chart including:
-
-  - Whether each embedding type is enabled or disabled
-  - Filter allow list
-  - Injected filter code 
-
-The ``<Dashboard-Title>.charts`` file does **not** include: 
-
-- Dashboard :ref:`permissions <dashboard-permissions>`
-- External sharing settings for the data sources used
-- Data source pipelines
-- Chart embedding IDs
-
-You must have ``Viewer`` or higher :ref:`permissions 
-<dashboard-permissions>` to export a dashboard.
-
-
-
-
-
-.. _import-dashboard:
-
-Import a Dashboard From a File 
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-You can import a dashboard from a file on the :ref:`Dashboards page 
-<dashboards-tab>`. 
-
-The file to import: 
-
-- Can't be larger than 16 MBs
-- Must be a valid ``.charts`` file that you downloaded from a 
-  dashboard
-
-To import a dashboard from a file: 
-
-.. procedure:: Import a Dashboard From a File
-   :style: normal 
-
-   .. step:: From the :guilabel:`Dashboards` page, 
-      expand the :guilabel:`Add Dashboard` dropdown menu and select :guilabel:`Import Dashboard`. 
-
-   .. step:: In the :guilabel:`Import Dashboard` modal, drag and drop the file to import 
-      or click :guilabel:`Choose File` and select the file to import.
-
-   .. step:: Click 
-      :guilabel:`Next`.
-
-   .. step:: Click the pencil icon :icon-fa4:`pencil` 
-      under :guilabel:`Data source at destination`.
-
-   .. step:: Select the :guilabel:`Data source at destination` 
-      for each :guilabel:`Data source in file`.
-   
-      The :guilabel:`Import Dashboard` modal displays a list of all of the data
-      sources you are importing under the :guilabel:`Data source in file` column. 
-      To connect each data source from your imported dashboard to a data source in your destination project, 
-      choose one of the following options under the :guilabel:`Data Source at Destination` column: 
-
-      .. list-table::
-         :header-rows: 1
-         :widths: 15 40  
-
-         * - Option 
-           - Description 
-       
-         * - :guilabel:`Connect later`
-           - Option to choose the data source to use later. |charts| 
-             imports all charts using the :guilabel:`Data source in file`, 
-             but no data source is selected. The charts don't render until 
-             you edit each chart and choose a new data source. 
-
-         * - :guilabel:`Connect now`
-           - Option to select any data source in your project. The data 
-             source you select is used instead of the :guilabel:`Data 
-             source in file` for charts imported in to the dashboard.
-
-             If |charts| detects that a data source in your imported dashboard is the same 
-             as the data source in your destination project, that data source is selected by 
-             default. Otherwise, :guilabel:`Connect later` is selected by default.
-
-             To select a data source:
-
-             1. Select a deployment from the first dropdown.
-             #. Select a database from the second dropdown.
-             #. Select a data source from the third dropdown.
-             #. Click :guilabel:`Save`. 
-
-         * - :guilabel:`Exclude charts using this data source`
-           - Option to exclude charts that use the :guilabel:`Data source 
-             in file`. Charts that use the :guilabel:`Data source in 
-             file` won't be imported.
-
-   .. important::
-
-      Imported charts may not render properly if mapped to a data 
-      source that the chart wasn't built to use.
-
-   .. step:: Click one of the 
-      following buttons: 
-
-      - :guilabel:`Save` to import the dashboard. 
-      - :guilabel:`Save and Import Another` to import this dashboard and 
-        import another dashboard from a file.
-      - :guilabel:`Cancel` to exit the modal without importing the 
-        dashboard.
-
-.. _fullscreen-view:
-
-Fullscreen Dashboard View
--------------------------
-
-|charts| provides a fullscreen view for dashboards. In this view,
-|charts| hides the main navigation bar and expands the dashboard to
-show the title, description, time of last modification, and charts in
-the entire space of the screen.
-
-To enter the fullscreen view for dashboards: 
-
-.. procedure:: Import a Dashboard From a File
-   :style: normal
-
-   .. step:: Select a dashboard from the 
-      :guilabel:`Dashboards` page.
-   
-   .. step:: Click
-      :icon-fa5:`expand` at the top-right of the dashboard.
-
-.. note::
-
-   In the fullscreen view for dashboards, you can still:
-   
-   - :ref:`Remove <dashboard-remove-chart>`, :ref:`resize
-     <dashboard-resize-chart>`, :ref:`rearrange
-     <dashboard-rearrange-chart>`, and :ref:`edit
-     <dashboard-edit-chart>` charts by hovering over the desired chart.
-
-   - Configure refresh settings and manually refresh chart data.
-   
-   - Enter the :ref:`fullscreen charts view <fullscreen-charts-view>`.
-
-To exit the fullscreen view for dashboards, do one of the following 
-tasks:
-
-- Click :icon-fa5:`compress` at 
-  the top-right of the dashboard.
-
-- Press the escape key.
 
 .. toctree::
    :titlesonly:
 
-   /dashboard-ownership
-   /manage-dashboards
-   /dashboard-permissions
-   /scheduled-reports
-   /billing-dashboards
-   /dashboard-refresh
-   /dashboard-filtering
-   /interact-with-charts
+   /dashboards/dashboard-access
+   /dashboards/manage-dashboards
+   /dashboards/dashboard-import-export
+   /dashboards/view-dashboard-data

source/dashboards/dashboard-access.txt

@@ -0,0 +1,12 @@
+.. _dashboard-access:
+
+================
+Dashboard Access
+================
+
+.. default-domain:: mongodb
+.. toctree::
+   :titlesonly:
+
+   /dashboards/dashboard-access/dashboard-ownership
+   /dashboards/dashboard-access/dashboard-permissions

source/dashboard-ownership.txt renamed to source/dashboards/dashboard-access/dashboard-ownership.txt

@@ -80,7 +80,7 @@ To add a dashboard owner to a dashboard in your project:
 
       .. note:: 
 
-         This person must have at least ``Viewer`` :doc:`permissions
+         This person must have at least ``Viewer`` :ref:`permissions
          <dashboard-permissions>` on the dashboard.
 
    .. step:: Click :guilabel:`Save`.