Customization Panel

Table of Contents

1. Overview

The Customization Panel within Infoveave Designer allows you to customize and tailor your Infoboards for specific data visualization and reporting requirements. This panel is organized into three distinct sections: Setup, Configuration, and Customization. Each section plays a crucial role in defining, configuring, and customizing your Infoboard. Here is a detailed breakdown on the Customization Panel sections and key features:

1. Setup:

The Setup section provides fundamental customization options for your Infoboard. These include naming your Infoboard, connecting data sources, applying filters, managing color palettes, and configuring page settings. Here’s how you can effectively use the Setup section:

    • Infoboards: Customize your Infoboard by naming it, defining the date range, and selectively choosing relevant jobs for a tailored Infoboard.

    • Color Palette: Define colors for dimensions and measures by selecting the appropriate data source, specifying the type (dimension or measure), and choosing colors.

    • Sources: Create Infoboard sources to incorporate data into your widgets. You can start with existing Datasources, SQL queries, or raw data.

    • Filters: Easily configure filters to refine the displayed data based on specific criteria.

2. Configuration:

The Configuration section allows you to customize and configure graphs and charts to suit your needs. This includes defining the data source, measures, dimensions, drill-down levels, and fixed filters. Here’s an overview:

    • Basic Configuration: Configure fundamental settings for widgets, such as the data source, measures, dimensions, grouping, and date/time settings.

    • Drill Downs: Configure drill-down levels to explore detailed data within your visualizations.

    • Fixed Filters: Apply predefined filters to refine the displayed data based on specific criteria.

3. Customization:

The Customization section allows you to personalize and customize selected widget components to achieve your desired design outcomes. Here are some common customization options:

    • General Customization: Adjust widget background colors, borders, shadow, and other visual aspects to align with your desired aesthetics.

    • Title Customization: Customize the appearance and style of the widget’s title, including text content, visibility, label wrapping, font properties, and alignment.

    • Shape, Icon, Image, and Text Customization: Modify the properties of shapes, icons, images, and text widgets to enhance the visual appeal and presentation.

    • Diagram, Checkbox, and Dropdown Customization: Customize these specific widgets for improved data representation and interaction.

    • Edit Axis Name/Value/Label: Modify the name, value, and label properties to improve visibility and legibility within widgets.

    • Sorting, Grid, Categorical & Numerical Axis, Legend and Heatmap, Series, and Tool Tip Customization: Tailor these widget-specific options to achieve the desired appearance, interaction, and presentation.

    • Column Customization: Customize Infoveave table widgets by managing columns, applying customizations to specific data sources, and adapting data presentation to your analysis needs.

Customization Panel
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