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.

boards view 2

There are two other views that you can select from the View drop-down (number one red circle sm):

  • Shared with me displays the boards of co-workers who have shared their boards with you.

  • All boards displays your boards as well as the boards of co-workers who have shared their boards with you.

Create a board

  1. Click view dashboard Boards on the side panel to display the Boards view.

    boards view

  2. Click New board. The Create board form displays.

    create board view 1

  3. Give the board a title (required) and a description (optional).

    create board view 2
    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 arrow right circle and arrow left circle buttons.

  4. Click Save.

    create board view 4

Pin a VOGSY chart to a board

  1. Go to the Charts view.

    add chart to board

  2. Locate the chart that you want to add and click its pin buton. The Select a board dialog displays with a list of your boards.

    add chart to board 2

  3. Click the pin of the board to which you want to add the chart. The board’s pin icon will change to pin off, indicating that the chart has been successfully pinned to the board.

    add chart to board 3

  4. 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.

    populated board

Share a board with a coworker

  1. Go to the Boards view and open the board that you want to share.

  2. Click account plus to display the Share board dialog.

    share board 1

  3. Click the Add people drop-down list and select the coworker you want to add.

  4. Click Add and the person will be added to the board’s Shared with people list.

    share board 2

    Your coworker will receive a notification similar to the following:

    board shared coworker

    The coworker can now view your board. The coworker’s avatar will display on the board’s title card next to your avatar.

    board title card

Change a board’s title, description, or background image

  1. Click view dashboard Boards on the side panel to display the Boards view and then click the board you want to edit to open it.

    populated board

  2. Click pencil circle to display the Edit board form.

    edit board

  3. Change the title, description, or background image.

    You can choose a different image from the collection by clicking the arrow right circle and arrow left circle buttons.

  4. Click Save.

Delete a board

  1. Click view dashboard Boards on the side panel to display the Boards view and then click the board you want to delete to open it.

    populated board

  2. If the board contains charts, unpin them, otherwise you cannot delete the board.

  3. Click dots vertical circle and select Delete board from the dropdown list.

    delete board

    {VOGSY_NAME} will delete the board.

Unpin a VOGSY chart from a board

  1. Go to the Boards view and open the board with the chart that you want to unpin.

    populated board

  2. Find the chart and clicks its pin off button. {VOGSY_NAME} will remove the chart from the board.

Unshare a board with a coworker

  1. Go to the Boards view and open the board that you want to unshare.

  2. Click account plus to display the Share board dialog.

    share board 2

  3. Click the coworker’s delete 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:

  • Google Sheets

  • Connected Sheets

  • PowerBI

  • MS Excel 365

  • 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.

  1. Go to the Boards view and open the board to which you want to pin a custom chart.

  2. Click Add Custom Chart and the Add custom chart form displays.

    add custom chart

  3. Fill out the form.

    add custom chart 2

    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.

  4. Click Save and the custom chart will display on the board.

    add custom chart 3
    If you can’t see the entire chart, click Open in New Tab.