You can create new private global dashboards. To do this, follow these steps:
In Infront Advisory Solution, switch to the "Dashboards" workspace by clicking the corresponding icon in the main menu.
On the top of the navigation pane, click the "Create new dashboard" icon.
By clicking "Copy selected dashboard", you quickly create a new copy of the current dashboard and can then configure and save it.
The edit mode of the new dashboards appears.
In the input field above, enter a name for the new dashboard.
On the left, you see the available widgets from which you can choose. Depending on your licence, you also find widgets from the market data and/or client area. Drag the required widgets to the rectangle on the right.
Configure content and layout of the widget. Furthermore, you have many other widgets providing further specific configuration possibilities. For more information, see Widgets.
To save the configured dashboard, enter a descriptive name and click the "Save" icon. The dashboard created in this way appears in the list of the private dashboards. By clicking the "Cancel" icon, leave the edit mode without applying the current changes.
The icons at the top right of each widget provide the following functions:
Icon
Name
Description
Configuration
Click this icon to edit the widget-specific settings. Depending on the widget, you can specify the amount of data to be shown, the sorting order or, for example, also the analysis currency.
Click this icon to define the height and width of the widget in the dashboard. In the drop-down list, select the required size.
Example "2x1"
The widget now takes up two columns and a row.
Just drag the required widgets to the dashboard. Then point to the widget's title bar so that the mouse pointer becomes a cross and drag the widget to the required place.
Remove element
Removes the widget from the dashboard. The gap that appears in the dashboard is usually filled with empty (blue) rectangles. For example, if you delete a widget with a size of "2x1", two empty rectangles will fill the gap. If you delete the last widget in a dashboard, then the initial configuration with one empty rectangle appears.
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