(v24) Move, Swap, and Resize Visuals and Widgets in a Dashboard

Move, Swap, and Resize Visuals and Widgets in a Dashboard

This applies to: Visual Data Discovery

Symphony's dashboard canvas is populated by information you add in widgets: visuals, rich text snippets, and filter snippets. Move and rearrange the sequence of these widgets, resize your widgets, or lock some in place by layout row or layout columns to present your information effectively on a variety of screen sizes. See Using the Responsive Dashboard Layout.

The dashboard layout works in a grid format, grouping widgets in rows and columns when you add them in Edit mode. Symphony automatically adds new widgets in rows, up to 4 widgets side by side in a single row. You can move, swap, or resize widgets to include more in a variety of arrangements.

Note: When you add a new widget, Symphony automatically sizes it to fit in with existing widgets (if any) in a row. If your dashboard contains only one widget, you can't move or resize it; the widget takes up the entire dashboard area.

Widget Indicators

When you hover over or grab a widget to move, swap, or resize it, Symphony may change your browser pointer to reflect an action you can take, such as resizing a widget, or can't take, such as resizing a locked widget. Additionally, indicators are shown in the dashboard itself, indicating where a widget will move to when you drop the widget.

Widget Indicator	Description / Actions
	Your browser pointer is hovering over a widget title pane or header, or hovering over a handle () for minimally-sized widgets. Select to grab and drag the widget to move or swap the widget.
	A handle you can select to grab and drag the widget for moving or swapping.
	A resizing handle you can select to resize the contents of your widget vertically and horizontally within the responsive row and column.
	Your browser pointer is hovering over the top or bottom of a widget row. Select to drag to resize the row and the widgets in it taller or shorter. If you have stacked widgets in a column in the row, they are resized proportionally.
	Your browser pointer is hovering over the left or right side of a widget column. Select to drag and resize the column and the widgets in it wider or narrower.
	You can't move, swap, or resize the widget you are dragging here.
	Swap the widget you are dragging with the widget you are hovering over. The two widgets swap locations, each occupying the same footprint and position as each original widget. You can swap widgets not locked in place with widgets that are locked in a dashboard. See Lock and Unlock Widget Positions.
	Insert the widget you are dragging next to the widget, widget column, or widget row, as indicated by a solid blue guidance line at the insertion point. Drop your widget when the solid blue line is alongside the position you want. Widget: Drag a widget above, below, or next to another widget. Widget column: Drag a widget above, below, or next to a widget to stack them together in the same layout row or layout column. Widget row: Drag a widget above or below a row to insert the widget as a new row. Note: If a widget position is row or column locked, the solid blue guidance line is a dashed gray line, indicating a widget can't be inserted in the position you want. See Lock and Unlock Widget Positions.

Move Widgets

After you've added two or more widgets of any type to your dashboard, you can rearrange the widgets to position your visuals, rich text snippets, or filter snippets in a layout convenient to your users. To move a widget to a specific place on your dashboard, grab it by the title pane, header, or handle () while in edit mode, then drag and drop to the desired location.

Swap Widgets

After you've added two or more widgets of any type to your dashboard, swap widgets quickly and easily to reorder their position in the dashboard.

• To swap unlocked widgets, grab one by the title pane, header, or handle while in edit mode, then drag and drop over the widget you want to swap it with.

• To swap an unlocked widget with a locked widget, grab the unlocked widget by the title pane, header, or handle while in edit mode, then drag and drop over the widget you want to swap it with.

• To swap locked widgets, unlock at least one widget, swap the widgets, then relock the widgets. See Lock and Unlock Widget Positions.

Resize Widgets

After you've added two or more widgets of any type to your dashboard, you can resize the widgets to display the information more clearly. For example, pair a wide visual chart with a narrow rich text snippet of information to give context to your data.

Resize a widget

1. Select an unlocked widget in a dashboard you have open in Edit mode.

2. Drag it by the handle () from an available side (top or bottom) to make it and the widgets in its row taller or shorter. Minimum height for a widget is 50 pixels.

3. Drag it by the handle () from an available side (left or right) to make it and the widgets in the column narrower or wider.

4. Alternatively, drag it horizontally, vertically, or diagonally using the resize handle (). Adjust the Position options for the widget in the Widget Settings sidebar menu to frame it appropriately in the widget cell.

5. Save your changes.

Position Resized Widgets

After you've used the resizing handle () to resize the contents of a widget, select a Position option to align it the way you want in the widget cell in the Widget Settings panel. When you select a position option, the icon colors invert to indicate the selection. Select Apply to align the widget using your new selections.

Position Alignment	Description
	Select to align the widget centered, horizontally.
	Select to align the widget at the top of the available area, horizontally.
	Select to align the widget at the bottom of the available area, horizontally.
	Select to align the widget centered, vertically.
	Select to align the widget to the left of the available area, vertically.
	Select to align the widget at the right of the available area, vertically.

Placement Indicators

Placement indicators help you see where you can move a widget you have selected to drag and reposition. A wide bar appears along the edge of the target widgets when you attempt to reposition a widget above, below, or alongside a widget, or as a new row between widget rows.