Add Chart to Page

From the dashboard detail page of your previously created dashboard record, go to the settings menu by clicking the cog-wheel icon and click 'Edit Page'. This will take you to the Page Designer for the previously created Service Portal page. This assumes that you have set a Primary Page for this dashboard already in the settings menu.

In the left-hand list, search for the chart widget that you are wanting to add to your Service Portal page. In the previous example, we created a Donut chart so let's search for the Donut widget and drag it into our Service Portal page layout.

Once you’ve added the Donut widget to the layout, you’ll need to link it to the VividCharts dashboard you previously created. To do this, click the pencil icon on the top-right corner of the widget you just added.

In the Dashboard field, search for and select the name of the dashboard that the chart belongs to. In the Chart field, search for and select the name of the previously created chart. Once these are selected, click the Save button. That's it, you've now added your chart to your Service Portal page and it's ready to view.

To preview the page from the dashboard detail page of your previously created dashboard record, go to the settings menu by clicking the cog-wheel icon and click 'Preview Page'. This will open your Service Portal page in a new tab. If this option is not available, it means that you have to set a Primary Portal and Primary Page for this dashboard.

Have a question? Let us know, we'd love to help.