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Interactive DashboardsCreate interactive BI dashboards with dynamic visuals.
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Choosing an Embedded BI Solution for SaaS ProvidersAdding BI features to your applications will improve your products, better serve your customers, and more. But where to start? In this guide, we discuss the many options.
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- Getting Started
- Administration Guide
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User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Data Governance and Modeling
- View and Manage Documents
- Working with Resources
- Working with Reports
- Working with Dashboards
- Working with Notebooks
- Wyn Analytical Expressions
- Section 508 Compliance
- Subscribe to RSS Feed for Wyn Builds Site
- Developer Guide
Configure Dashboard
Introduction
Dashboard Settings define the global behavior, structure, and visual styling of a dashboard. These properties control how pages transition, how scenarios are styled, how the canvas scales across devices, and how shared elements such as tooltips, data insights, and empty states appear.
Because these settings operate at the dashboard level, they establish a consistent foundation for every scenario across all pages. Instead of configuring styling and behavior repeatedly for each scenario, you can define them once and ensure visual and functional consistency throughout the entire dashboard.
Location
You can access Dashboard Settings in two ways:
On the dashboard designer ribbon, select the Dashboard tab and then choose Document Settings. The settings appear in the Inspector Panel on the right side of the designer.
Click anywhere on an empty area of the dashboard canvas (where no scenario is selected). This automatically opens the dashboard-level properties in the Inspector Panel.
If a scenario is selected, the Inspector Panel displays scenario-level properties instead. To return to Dashboard Settings, deselect the scenario by clicking on a blank space in the designer.
Scope and Behavior
Dashboard Settings apply globally to all scenarios across every page of the dashboard. When you configure a property here, the change is reflected consistently throughout the entire document.
Scenario-level settings can override these global configurations. However, if no override is applied within an individual scenario, it inherits the Dashboard Settings by default. This hierarchical structure allows you to maintain consistency while still supporting scenario-specific customization when needed.
Property Groups
1. Page Settings
Controls how users navigate between dashboard pages. This includes automatic page switching, pagination styles, animations, and tab behavior, allowing you to define the overall navigation experience.
2. Global Settings
Defines shared visual styling for all scenarios, including palette selection, background color, borders, padding, opacity, and shadow effects. These settings ensure visual consistency across the dashboard.
3. Layout
Determines the canvas size, screen configuration, scaling behavior, and font adaptability. Layout settings control how the dashboard renders across different screen sizes and resolutions.
4. Document Appearance
Controls theme selection, fonts, page borders, background styling, and scrollbar customization. These settings establish the overall look and feel of the dashboard.
5. Tooltip
Defines the visual presentation of tooltips, including typography, background styling, borders, padding, and optional images or gradients.
6. Data Insights
Configures automated analytical observations that help users detect trends, anomalies, correlations, and other patterns directly within scenarios.
7. No Data Content
Controls how scenarios appear when no data is available, including custom messaging, text alignment, font styling, and optional background images.
8. Special Data
Determines how null and blank values are displayed in scenarios, allowing you to customize their visual representation without modifying the underlying data.
9. Show Data Table Style
Defines the formatting and styling of the tabular data view displayed in Focus mode, including predefined templates and fully customized table styles.