Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.

Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |

Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Manage dashboards
The Manage Dashboards page lists all available dashboards, and enables you to upload, delete, download, edit, or show or hide dashboards in the dashboards menu.

Administration > Manage Dashboards
Learn More

Use these buttons to manage your dashboards as follows:
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Upload a dashboard from an SVG file. The maximum dashboard size is 20 MB. |
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Delete a dashboard from BVD. |
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Download a dashboard to an SVG file. Note The |
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Edit a dashboard in BVD. |
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Show or hide a dashboard in the |
Tip On mobile devices, click the buttons twice to trigger their actions.
The following icons notify you of missing or incorrect configurations when editing a dashboard:
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Not all required fields of the widget have been completed; for example, the data channel has not been selected yet. You can save dashboards that have warnings. |
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The widget configuration contains errors (for example, incorrect color values, incorrect HTTP protocol in web page widgets, and so on). You must first resolve the errors before the dashboard can be saved. |
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The widget has unsaved changes. |

You can upload an SVG file as often as you want. Edit the dashboard, and in the dashboard properties click Replace Dashboard. The maximum dashboard size is 20 MB. If the file already exists, BVD replaces the previous version of the file with the newer version and opens the associated dashboard for you to edit. The newer version does not overwrite existing dashboard properties or widgets, only new widgets are added.
Deleting widgets from an SVG file only deletes the widgets from the dashboard. The configuration of the deleted widgets remains in the database so that you can easily re-upload a previous version of an SVG file to reactivate the previously deleted widgets.

When you upload an SVG file created from Visio, the SVG file usually does not have any data channels configured. This task is best done in the BVD Manage Dashboards UI.
To obtain a version of your SVG files with the data channels configured, you can download the dashboards from BVD by using the Download button in the Manage Dashboards UI. The download creates an SVG file with the original name.
You can then transfer this file to another BVD instance and upload it there, or store it in a safe location for backup purposes.
Note The downloaded SVG file does not include the assigned categories.

To be able to grant dashboard permissions to a user, a dashboard must have one or more categories assigned. Categories are arbitrary text strings that you enter in the Categories field in the dashboard properties. Once entered, a category can be selected and added to any dashboard. |
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When you create a user role, you can assign view or full control permissions to a dashboard category. This restricts a user's access to dashboards of the specified category. See also How to Set Permissions. |
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When you upload an SVG file, the file name automatically becomes the title of the dashboard. This behavior can make the |
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Consider changing the title of your dashboards in the dashboard's properties:
In the Title field, enter a descriptive name. Note The following characters are not allowed in the dashboard title: |
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To edit the properties of a widget, edit the dashboard that contains the widget and then click the widget. The properties are displayed to the right of the dashboard for you to edit. When done, click Apply or Save.
If your dashboard contains widgets that are stacked on top of each other so that you cannot access the ones below, do one of the following:
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Two widgets. If there are only two widgets stacked on top of each other, click the top one once and once again. The second click selects the one below.
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More than two widgets. If you have a stack of more than two widgets, go the dashboard properties, and under Widgets click Select a widget for configuration to open a list of available widgets:
Select the widget you want to edit to access the widget's properties.

Use existing dashboards as templates in order to create multiple instances that use the same widgets but different data.
Templates consist of the original dashboard and a number of individual instances, which can be viewed in the Dashboards menu.
Follow these steps to convert a dashboard into a template:
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Access the properties of the dashboard you want to use as a template:
Administration > Manage Dashboards >
Edit
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Click on the dimension that you want to use as a variable for the instances, for example
dim.
- Click Yes in the resulting dialog to open the Template Manager.
The original dashboard is automatically added as the first instance of the template. For more information, see Manage templates.
Example
You have a dashboard with a widget that uses the data channel bvd
kpi
nyc
. You have two more data channels that, compared to the first data channel, differ only in the dimension location:
bvd
kpi
boston
bvd
kpi
atlanta
Instead of creating a new dashboard for every location, click the dimension nyc in the existing dashboard and click Yes in the resulting dialog. This converts the dashboard into a template using the dimension
nyc as variable. The original dashboard is automatically added as the first instance. Rename the instance and click Save.
After this, create one instance of the template for every location by choosing different values for the variable location.
This results in three individual dashboard instances. The dashboards show different data for the widget that is using the data channel.