This article gives a general idea of templates and their configuation. For more detailed steps, please visit "Templates" section under Settings Page.
A Template is a preconfigured dashboard layout that helps users quickly visualize data. Templates can be shared across a company or among specific users, ensuring consistency in data analysis. Templates provide a powerful way to standardize, simplify, and accelerate data visualization in MAX Insight. By using preconfigured dashboards, teams can focus on insights rather than setup.
1. Benefits of Using Templates
- Saves Time – No need to manually configure each widget.
- Consistency Across Teams – Standardized dashboard views for all users.
- Easier Onboarding – New users can instantly access prebuilt dashboards.
- Flexible Data Mapping – Users can apply their own data while maintaining a structured layout.
2. Applying a Template
Users can apply an existing template in two ways:
Option 1: New Dashboard Home Page
- Click Apply Template from the "Start with a Template" section.
- The Template Selection Dialog Box will open.
- Select the desired template from the list.
Option 2: Three Dots (⋮) Menu
- Open the three dots menu on the dashboard.
- Click Apply a Template from the dropdown options.
- The Template Selection Dialog Box will appear.
3. Template Selection and Search Options
- Selecting a Template
- Available templates appear as thumbnails, each displaying a preview image and the template name.
- Click on the template you want to use.
- Click the Apply Template button at the bottom of the dialog box.
- Search for a Template
- Type the template name in the search bar.
- The system will filter the list to show matching results.
4. Configuring Template Settings
- Once a template is selected, users need to configure how data is applied:
- Apply Template Layout – Uses the template’s layout but allows users to map their own data sources.
- Apply Custom Data Mapping – For templates designed for specific data types, users can link their own assets or data sources to the prebuilt structure.