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KB483913: Best practices for designing an open canvas dossier to fit on a mobile device


Wei (Irene) Jiang

Product Owner, Principal • MicroStrategy


This article provides best practices you can use to create an open canvas dossier to fit a mobile device.

Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.
The following list details the best practices for designing an open canvas dossier to fit on a mobile device.

  • Best Practice for Grouping Containers
  • Best Practice for Adding Text Above a Container
  • Best Practice for Using a Container as the Background of a Group
  • Best Practice for Displaying Metric Values

Best Practice for Grouping Containers


Best Practice for Using a Container as the Background of a Group

Recommended


If you need to group two containers in one grow, it's recommended that you separate the grouped containers so they do not have any overlap.

ka0PW0000001JayYAE_0EM2R000000nG6x.jpeg

This way, when you view the dossier on a mobile device, the contains will appear correctly side-by-side:

ka0PW0000001JayYAE_0EM2R000000nG77.jpeg

 

Not Recommended


If the two grouped containers overlap at all, even if it is just white space that is overlapping, the grouped containers will appear incorrectly on a mobile device.

ka0PW0000001JayYAE_0EM2R000000nG7H.jpeg

When the content overlaps, it appears overlapping on a mobile device:

ka0PW0000001JayYAE_0EM2R000000nG7R.jpeg

 

Best Practice for Adding Text Above a Container

Recommended


If you need to add a longer textbox above another container, it's recommended that you separate the text from the lower container so they do not have any overlap.

ka0PW0000001JayYAE_0EM2R000000nGGJ.jpeg

This way, when you view the dossier on a mobile device, the contains will appear correctly side-by-side:

ka0PW0000001JayYAE_0EM2R000000nGGT.jpeg

Not Recommended


If the text and the container overlap at all, even if it is just white space that is overlapping, the grouped containers will appear incorrectly on a mobile device.

ka0PW0000001JayYAE_0EM2R000000nGGd.jpeg

When the content overlaps, it appears overlapping on a mobile device:

ka0PW0000001JayYAE_0EM2R000000nGGn.jpeg

 

Best Practice for Using a Container as the Background of a Group

Recommended


If you need to make one container the background of a group, it's recommended that you put all the containers inside the boarder of the background container.

ka0PW0000001JayYAE_0EM2R000000nGH2.jpeg

This way, when you view the dossier on a mobile device, the background container will adjust its size based on the other container's sizes.

ka0PW0000001JayYAE_0EM2R000000nGHW.jpeg

 

Not Recommended


If you try to use a container as a background and do not put the additional containers inside the background container's boarder, the group will lose its background.

ka0PW0000001JayYAE_0EM2R000000nGHg.jpeg

On the mobile device, the background container will not be recognized as a group background, so it will adjust its size based on its own content.

ka0PW0000001JayYAE_0EM2R000000nGHl.jpeg

Additionally, it is not recommended to use a blank visualization container as a background image. If you do this, additional text will appear in the background.

ka0PW0000001JayYAE_0EM2R000000nGHq.jpeg

On a mobile device, the blank visualization will show an error message saying, "No data defined for this visualization. Please contact your administrator."

ka0PW0000001JayYAE_0EM2R000000nGHv.jpeg

Best Practice for Displaying Metric Values

Recommended


If you need to display metric values, it's recommended that you use a KPI to show single metric values.

ka0PW0000001JayYAE_0EM2R000000nGI0.jpeg

Not Recommended


It's not recommended to use a Grid visualization to display single metric values. On a mobile device, the values will appear cut off in a Grid.

ka0PW0000001JayYAE_0EM2R000000nGIF.jpeg

 


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Knowledge Article

Published:

December 20, 2019

Last Updated:

March 21, 2024