Format Panel for Navigation Panel Content

Once you display the navigation panel in the dashboard, you can format the content on the panel. You format the content on the panel separately from the panel itself. The content is the actual table of contents entries. For steps to format the panel, see Format the Navigation Panel.

Access

1. Open an existing dashboard that contains a navigation panel.
2. In the Layers panel, the Navigation Panel and the Navigation Content are shown as two separate objects. Right-click Navigation Content and select Format.

   • Alternatively, right-click the table of contents in the navigation panel and select Format.

3. The Editor, Filter, and Format panels are stacked together by default. Click Format to open it.

   • If the Format panel is not available, do one of the following:

     • Starting in Strategy One (November 2025), click the Format icon in the left toolbar.

     • Prior to Strategy One (November 2025), from the View menu, select Editor Panel to display all three panels. Click Format to open it.

   • Starting in Strategy One (November 2025), you can place the Editor, Filter, and Format panels above and below each other as though in a column. To do this, drag one panel to the bottom of another. You can then adjust the relative height of the panels by hovering your cursor over the line dividing the panels and dragging the resizing icon up or down.

4. Select one of the following tabs on the Format panel:

   • Navigation Options to format the layout and appearance of the page and chapter names

   • Text and Form to customize the fonts displayed on the navigation panel

   • Title and Container to format the panel’s container

Navigation Options

Format the layout and appearance of the page and chapter names

Content Alignment: Select the alignment of the content within the panel container: Top, Center, or Bottom.

Page

• Display: Select whether to display Icon and Text or Text Only on the page buttons.

  • If chapter display is disabled, you can also select Icon Only.

• If chapter display is disabled and page displays icon and text, you can select whether to display the icon and text on the same line or different lines.

• Select Icon: You can choose a different icon for each dashboard page: (Available if icons display)

  • From the Select Icon drop-down list, choose the page.

  • Click the Add Image icon .

  • To use a preloaded image, click Gallery. Enable or disable Fill to view icons as filled in or outlined. Double-click the icon to use for the selected page.

  • To use your own image instead, click Custom. Then do one of the following:

    • Click Upload. Navigate to a png, jpg, jpeg, gif, or bmp file, select it, and click Open.

    • Type the image's URL in the Insert Via URL box and then click Insert.

• Select the Size of the page button: Small, Medium, or Large.

• Select the Button Shape: No Radius, Small Radius, Medium Radius, or Large Radius, which is a range from a square button to an oval button.

Chapter Enable or disable Chapter display. When enabled, you can format:

• Select whether to display the navigation as a Flat List (pages display below chapters) or Dropdown (hover your cursor over a chapter displayed in the panel to view the chapter's pages).

If you select a Top or Bottom layout for the navigation panel, the chapters are locked as drop-down lists rather than flat lists.

• Display: Select whether to display Icon and Text, Icon Only, or Text Only on the chapter buttons. (Available for dropdown)

• Select whether to display the icon and text on the same line or different lines (Available for dropdown that displays icon and text)

• Select Icon: You can choose a different icon for each dashboard chapter: (Available for dropdown that displays icons)

  • From the Select Icon drop-down list, choose the chapter.

  • Click the Add Image icon .

  • To use a preloaded image, click Gallery. Enable or disable Fill to view icons as filled in or outlined. Double-click the icon to use for the selected chapter.

  • To use your own image instead, click Custom. Then do one of the following:

    • Click Upload. Navigate to a png, jpg, jpeg, gif, or bmp file, select it, and click Open.

    • Type the image's URL in the Insert Via URL box and then click Insert.

• Select the Size of the chapter button: Small, Medium, or Large.

• Select the Button Shape: No Radius, Small Radius, Medium Radius, or Large Radius, which is a range from a square button to an oval button.

Text and Form

You can define the font and background fill of:

• Entire component. Use this to create a default for the navigation panel, and then adjust pages and chapters to format selected options differently from unselected options.

• Page Selections

  • In the Normal Status area, specify the font and background fill for unselected pages.

  • In the Selected Status area, specify the font and background fill for the selected page.

• Chapter selections

  • In the Normal Status area, specify the font and background fill for unselected chapters.

  • In the Selected Status area, specify the font and background fill for the selected chapter.

Title and Container

Format the panel’s title and container (think of the container as the object that holds the panel).

Container

• Fill: Select the background color of the visualization from the palette.

• Border: Select the style and color of the visualization's borders from the drop-down lists.

• Adjust the Radius of rounded corners for the container.

  • Use a number between 0 and 40.

  • If the current Padding is less than 50% of the updated Radius, Padding automatically increases to match 50% of the new Radius.

• Apply a Shadow effect on the container. Select the fill color and opacity of the shadow. Define the shadow effects using the following options:

  • Blur: Controls the softness of the edge to diffuse or spread out the shadow. The range is from 0 to 40, where 0 is a sharply defined line and 40 is the most blurred.

  • Distance: Offsets the shadow from the container. Distance provides a 3D look, implying hierarchy or focus.

  • Angle: Sets the direction of the shadow around the container, measured in degrees. For example, to display the shadow:

    • Directly on the right, use 0.

    • On the bottom and right, use 45.

    • Below the container, use 90.

    • On the top, use 270.