Work with boards
Boards allow you to collect together and display a set of VOGSY charts for easy access or sharing with others.
Views
The default view displays your boards only.
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There are two other views that you can select from the View drop-down ():
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Shared with me displays the boards of co-workers who have shared their boards with you.
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All boards displays your boards as well as the boards of co-workers who have shared their boards with you.
Create a board
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Click
Boards on the side panel to display the Boards view.
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Click New board. The Create board form displays.
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Give the board a title (required) and a description (optional).
VOGSY randomly chooses a background image from its collection to display with the board. You can choose a different image from the collection by clicking the and
buttons.
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Click Save.
Pin a VOGSY chart to a board
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Go to the Charts view.
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Locate the chart that you want to add and click its
buton. The Select a board dialog displays with a list of your boards.
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Click the
of the board to which you want to add the chart. The board’s pin icon will change to
, indicating that the chart has been successfully pinned to the board.
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Close the dialog and go to the Boards view and open the board to which you added the chart. The chart will be there waiting.
Share a board with a coworker
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Go to the Boards view and open the board that you want to share.
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Click
to display the Share board dialog.
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Click the Add people drop-down list and select the coworker you want to add.
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Click Add and the person will be added to the board’s Shared with people list.
Your coworker will receive a notification similar to the following:
The coworker can now view your board. The coworker’s avatar will display on the board’s title card next to your avatar.
Change a board’s title, description, or background image
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Click
Boards on the side panel to display the Boards view and then click the board you want to edit to open it.
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Click
to display the Edit board form.
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Change the title, description, or background image.
You can choose a different image from the collection by clicking the and
buttons.
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Click Save.
Delete a board
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Click
Boards on the side panel to display the Boards view and then click the board you want to delete to open it.
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If the board contains charts, unpin them, otherwise you cannot delete the board.
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Click
and select Delete board from the dropdown list.
{VOGSY_NAME} will delete the board.
Unpin a VOGSY chart from a board
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Go to the Boards view and open the board with the chart that you want to unpin.
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Find the chart and clicks its
button. {VOGSY_NAME} will remove the chart from the board.
Unshare a board with a coworker
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Go to the Boards view and open the board that you want to unshare.
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Click
to display the Share board dialog.
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Click the coworker’s
and they will be removed from the Shared with people list and will no longer have access to your board.
Pin a custom chart to a board
If you create a custom chart from one of VOGSY’s reports, you can pin it to a board that can be shared with your co-workers.
To pin the custom chart to board you must have the custom chart’s URL. The following apps can create custom charts that have URLs that you can use:
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Google Sheets
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Connected Sheets
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PowerBI
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MS Excel 365
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LookerStudio
To pin a custom chart, do the following:
This procedure assumes that you have already generated the custom chart with your app of choice. Refer to that app’s help pages to learn how to use it to generate a chart with VOGSY’s report data and for how to obtain the chart’s URL. |
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Go to the Boards view and open the board to which you want to pin a custom chart.
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Click Add Custom Chart and the Add custom chart form displays.
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Fill out the form.
Title
Give the chart a descriptive name.
Description
(Optional) Provide a short explanation of the chart’s content and/or purpose.
Source URL
Paste in the the chart’s URL. VOGSY will use this URL to link the custom chart to the board.
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Click Save and the custom chart will display on the board.
If you can’t see the entire chart, click Open in New Tab.