Apply Themes to Dashboards

Themes are used to present a consistent look-and-feel across dashboards. Insights provides a default theme that you can copy and update to your own standards.

Right Required: Author Insights
Topics on This Page

Theme Design Suggestions

Access Themes

Create New Theme

Copy Theme

Edit Existing Theme

Apply Theme

Delete Theme

Theme Design Suggestions

  • Themes are stored at the account level. You can share themes across users and spaces in the same account. You set colors and fonts for various dashboard elements at different levels.

  • Each Visualizer chart has a palette setting for its graphic elements such as lines and points.
  • When you bring charts together on a dashboard, set the overall theme as described in this topic.
  • Each dashlet has color properties that can override the theme properties.
  • Here are a few basic tips for working with themes:
  • Obtain the hex color values of your corporate color standards for use in themes.
  • Apply a neutral color to backgrounds so that the color does not detract from the charts.
  • Avoid areas of "loud" colors that distract from the information you want to highlight in reports.
  • Choose colors that match the selected color palette in Visualizer.
Example: Theme, Dashlet, and Palette Colors

Access Themes Menu

  1. Click the Home menu icon.

  2. From the Home menu, click Themes.

    The Themes menu lists all the themes that are already saved in the account.

    3. Tips:
    • The colors of the Home button and horizontal header are from the applied theme.
    • When you develop your dashboards, the colors of the Home menu (left navigation) and the Themes menu are from Insights and cannot be changed.

Create New Theme

  1. In the Themes menu, click Add New Theme.

  2. Type a theme name. The name must be unique.

    Note: Themes are defined by four sidebar menus: General, All, Header, and Filter Cards.
  3. On the General tab, enable or disable color palettes, set the dashboard background color, and set the font style of the dashboard collection and dashboard name:

    1. Enable or disable Custom Color Palettes.
      • When disabled, the Visualizer reports in the dashboard use the palettes assigned in Visualizer.
      • When enabled, the Visualizer reports in the dashboard use this same palette or palettes. To add another palette, click Add New Palette.To modify a palette, click the arrow next to the Palette indicator to open the Palette list and select a palette. For information on creating new palettes, see Create Color Palettes for Attributes in the help.
        Tip: Use multiple palettes when a Visualizer report has multiple measures and the measures are set to use one palette per measure. If there is only one measure per Visualizer report, or if multiple measures are not set to each use a different palette, then you do not need to have multiple palettes.
    2. Dashboard Canvas sets the font color, family, and size of the dashboard collection and dashboard name, along with the background color for the dashboard. When selecting a theme color, either click a color box and use the color picker to select colors or enter the hex value.
      • Background Color sets the background color of the dashboard canvas.
      • Font Color sets the font color of the dashboard title.
      • Font Family sets the font family for the dashboard title.
      • Font Size sets the font size for the dashboard title.
  4. From All, set the dashlet's font color, size, family, and background, and border colors.

    1. Dashlet Title sets the font color, family, and size for the dashlet's title.
    2. Dashlet Body sets the color of the dashlet's background, border, and font color.
  5. From Header, set the background, border, and font color for the header and the header in edit mode.

    1. Header sets the color for the background, border, and icon and font color.
    2. Header (Edit Mode) sets the color for the header to visually signal when the dashboard is in edit mode.
  6. From Filter Cards, set the color for the filter background and border color along with the font color, family, and size.

    1. Filter Cards sets the background and border color for the filter card along with the font size, color, and family.
    2. Filter Cards (Active) sets the background and border color for the active filter card along with the font size, color, and family.
  7. Click Save Theme when done.

Edit an Existing Theme

Note: Themes are stored at the account level and shared across users and spaces. When you change a theme, the changes affect other dashboards that use the same theme.

Only theme authors can edit or delete their themes. However, Space Owners can control the themes in their space and Account Administrators have full control of themes in their account.

  1. From the Themes menu, select your theme.
  2. Click on the More Actions menu.

  3. Select Edit.

  4. Make your changes and click Save Theme.

Copy a Theme

  1. From the Themes menu, select your theme.
  2. Click the More Actions menu.

  3. Select Clone.

  4. Rename the copy and make your changes, then click Save Theme.

Apply a Theme

  1. From the Themes menu, select your theme.
  2. Click on the checkmark to Apply.

Delete a Theme

    Warning: Deleting a theme is permanent; this action can't be undone.
  1. From the Themes menu, select your theme.
  2. Click the More Actions menu.

  3. Select Delete.

  4. Click Delete on the confirmation message.