Published Dashboards are organized in Categories.
Categories can contain other Categories, like a tree of folders.

This Chapter documents the management of Categories.

Creating Categories

Categories are managed like a tree of folders.
There are two types of Categories :

  1. root Categories are at the root of the tree structure.
  2. sub Categories are nested under root Categories or other sub Categories

Creating a root Category

To create a root Category, click Add new root Category :

Category add root

Creating a sub Category

To create a sub Category, click on the desired parent Category, then click the Add sub Category icon in front of it :

Category add sub

New Category menu

When creating a Category, fill in the desired name and description, and click Save :

Category add dialog

Managing Categories

Editing a Category

To Edit a Category, click on it, then click the Edit icon in front of it :

Category Edit click

This allows you to change the Category name and description :

Category Edit dialog

Deleting an empty Category

To Delete a Category, click on it, then click the Delete icon in front of it :

Category Delete click

Moving a Category

To move a Category, drag it and drop it onto another Category.

To move a Sub-Category to become a Root Category, use the dedicated button option on the Category :

Category move root
Last modified: Sep 13, 2021


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