Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
Owners and Admins of dashboards can add, edit, and copy and paste widgets on dashboards.
Add and edit widgets on your dashboard
Widgets help you organize information on your dashboards.
You can create different kinds of widgets—metric, report, image, web content, and more—and then customize how those widgets appear and behave.
Add widgets to your dashboard
- On the top-right corner, select Edit Dashboard
- On the right bar, select Add Widgets.
- Select the widget. Configure your widget.
- To save your changes, select Save.
Edit your widget
You can change widget settings like data source, image alignment, colors (including custom hex colors), text, title and fonts. Do the following to configure a widget:
- On the top-right corner, select Edit Dashboard.
- Select the widget you want to edit. To select multiple widgets, drag the pointer or press the Ctrl key and select the widgets.
- Select the pencil icon
from the top right corner of the widget.
This opens the right panel, where you can see the widget properties that you can edit for the selected widgets.
- Make your changes and select Save.
The widget settings panel only displays the common editable attributes when editing multiple widgets.
Edit multiple widgets
The properties you can edit depend on the widget type selected:
Selection | Properties you can edit |
---|---|
Same widget type | All widget attributes |
Different widget types |
|
All Chart widgets |
|
If you selected Use formatting from source in the metric widget, your text styling edits don’t override this setting.
You can also drag, cut, copy and paste multiple widgets at once.
Resize and move widgets
You can resize and move your widgets. Onscreen guides help you align and size your widgets and their content. The guides also help with horizontal and vertical spacing.
To resize a widget
- Position the pointer over any corner of the widget.
- When the pointer becomes a diagonal resize pointer, drag the resize handle to adjust the widget size.
To move widgets
- Select and drag the widget to the desired location.
Copy and paste widgets
Once you cut or copy a widget, you can paste it into the same or a different dashboard.
To cut or copy and then paste a widget
- Hover over the widget that you want to cut or copy.
- In the upper-right area of the widget, select More
.
- Select Copy or Cut.
To paste the widget, right-click an empty part of the dashboard (or switch to a different dashboard to which you have Owner or Admin sharing permissions) and select Paste Here.
To paste a widget directly below an existing widget
- Hover the pointer over the existing widget.
- In the upper-right area of the widget, select More
.
- Select Paste.
- A shadow the shape and size of the widget shows you where you’re placing the widget. Other widgets move to make space for the new widget.
You can also copy and paste widgets through standard keyboard shortcuts.
Remove widgets
- Select the widget and press Backspace or Delete, or right-click the widget and select Delete.
- To save your changes, select Save.
You can also right-click the widget and select the Delete option.