Introduction to Infoboard Designer

Hello and welcome to the Infoveave Designer! This chapter covers key aspects of navigating and working with Infoveave Designer. You will start by understanding the dashboard interface, chart menus, and configuration and customization panels.

Infoboard Designer

Infoveave offers two types of Infoboard designer layouts, the Grid Layout and the Designer Layout. A grid-style dashboard is a layout design that organizes different widgets, into a grid-like structure. Each widget is placed in a separate grid cell, allowing for a clear and organized display of information. One of the key advantages of a grid-style dashboard is its flexibility in arranging and resizing widgets. You can easily customize the layout by dragging and dropping widgets into different grid cells or resizing them to prioritize the display of certain information. This flexibility allows you to tailor the dashboard to your specific needs and preferences, making it a versatile tool for data analysis and decision-making. On the other hand, the Designer Layout offers more flexibility and creativity in designing dashboards. This layout allows you to freely position and resize widgets on the canvas, allowing you to create custom layouts and designs. The Designer Layout is ideal for creating a more visually appealing dashboard design. Unlike the grid-style dashboard the designer dashboard does not support the auto arrangement of the widgets for different views/layouts.

Getting Started with Infoboard Designer

Let’s start the process of getting started with the Infoboard designer.

1. To create a new Infoboard click on Insights, from the main menu.

2. Click on the Create Infoboard option from the dropdown menu.

   

3. The template library opens up with the collection of ready to use templates.

4. Browse through the selection of templates organized by functionality.

5. Hover over a template Description icon to see a description.

6. Click on the Preview icon on the template to live preview the Infoboard.

7. Click on the Use this Template button to set the selected template as the foundation for your Infoboard.

   

8. To create your design from scratch, start with a blank canvas under the tab Blank Template.

9. You can choose between a Designer Canvas Layout and a Grid Layout. Let us select the designer canvas to start with.

10. To start with the blank designer canvas, click on the Use Designer Layout option. You will be instantly redirected to the Designer canvas.

    

11. Start with selecting the source for the Infoboard. You can choose from Infoveave source, Query source, Raw Data, and API.

12. Click on the option Select Datasource from the list of all source types. Remember to select the previously created Datasource (Sales Data) from the drop-down option.

13. Click on the Save option to link the Datasource with the Infoboard.

    

14. You are now ready to build stunning dashboards on the Infoboard designer canvas.

15. The Infoveave Designer/Grid workspace consists of four key sections:

    • Component Panel: Located on the left side, this panel provides access to a variety of widgets and elements for your designs. It also allows you to manage the layers, controlling their order and visibility.
    • Designer Canvas: Positioned in the center, the canvas serves as the main area for creating and arranging design elements. Utilize the drag-and-drop interface to easily position and align your elements.
    • Customization Panel: Found on the right side, this panel offers options for fine-tuning and customizing your designs. Adjust properties like colors, sizes, fonts, and other visual settings for selected widgets. It also provides advanced configuration options.
    • Layout Panel: Located at the top, the layout panel offers controls and settings related to the overall design layout. Switch between layout modes, adjust zoom levels, modify canvas height, and perform widget positioning, grouping, and deletion.

    

Conclusion

Infoveave introduces you to the two types of Infoboard designer layouts: grid and designer and highlights their essential features and functionalities. Infoveave’s predesigned templates, which are organized by functionality, make it easy to create dashboards quickly. It also supports creating dashboards from scratch. Infoveave also allows you to attach multiple Datasource types to your Infoboard, making it easier to create advanced analytical dashboards.