Folder Organizer

FAQs

About the Plugin

Usage Instruction

Plugin Global Configurations

FAQs

1. Is there any way to organize my folders in Sisense in a specific order other than alphabetical order?

Yes, you can utilize the Paldi Folder Manager plugin to achieve a custom order for your folders. As the owner, you have the ability to add prefixes to the folder names, effectively organizing them in a specific order. The Folder Manager plugin ensures that these prefixes are hidden from viewers, resulting in clean and uncluttered folder names.

1. Does the Folder Organizer support both "Hide Prefix" and "Tabs" features simultaneously?

Yes, the Folder Organizer plugin fully supports the use of both "Hide Prefix" and "Tabs" features at the same time, allowing you to organize and customize your folders seamlessly.

1. How can I ensure that only official dashboards are displayed in the 'Official' tab?

To ensure that only official dashboards are displayed in the 'Official' tab, you need to configure the tabberData section in the config file. Add elements to this array, specifying the type (header, folder, dashboard, separator) and the relevant properties (e.g., folderId or dashboardId). Admins must list all official folders and dashboards here, and the plugin will display them in the order specified.

1. Are the 'HidePrefix' and 'Tabs' features applicable to all users in Sisense?

No, the 'HidePrefix' and 'Tabs' features are specifically designed for viewers. These features ensure that viewers see a clean and organized interface without prefixes or with clear identification of official dashboards based on the configuration. Dashboard designers and admins will still see the prefixes and the full list of dashboards without separate tab for official dashboards.

About the Plugin

The Folder Organizer plugin for Sisense offers a seamless solution to the challenge of organizing folders. By default, Sisense arranges folders alphabetically, often necessitating the use of prefixes to control the order. Recognizing that users prefer a clean and relevant interface, the Folder Organizer steps in to streamline this process. By selectively hiding prefixes, the Folder Organizer ensures that the shared folders present a clean and intuitive appearance to users.

Also, dashboard owners create dashboards and share them , but not all of these dashboards are official or meant for end-users. To avoid confusion and distinguish official dashboards, we added a new feature that creates a tab called "Official" in the dashboard panel. This tab is visible only to viewers, not to admins and designers. Admins can configure which folders and dashboards should be displayed in the Official tab, allowing users to easily identify official content.

Usage Instruction

The Folder Organizer plugin in Sisense is hassle-free to use. No widgets or additional interfaces are needed. Simply configure the plugin settings once in the config file, and it’s ready! The plugin operates in two modes: HidePrefix and Tabs.

HidePrefix : By default, Sisense orders folders and dashboards alphabetically. If you need a specific order, you can use the 'HidePrefix' section. No further changes are required unless you decide to modify the prefix length or format. Dashboard designers need to add prefixes (e.g., 01., 02., 03., etc.) to the names of dashboards and folders to arrange them in a specific order before sharing them with viewers. When a viewer opens Sisense, the plugin will remove the prefixes based on the criteria specified in the configuration, ensuring that viewers see the folders and dashboards in the desired order without the prefixes.

Tabs : This feature helps dashboard viewers distinguish official dashboards. There will be two tabs: the first tab displays all the folders and dashboards the viewer has access to, while the second tab is a subset of the first tab, displaying only the official dashboards. For example, a user may have access to many dashboards, but only a few are official and shared with end-users. To make it easier for users to identify official dashboards, you can utilize the 'Tabs' section, which creates a new tab in the dashboard panel containing all the official dashboards. Admins need to specify the official dashboards and folders in the config file.

Plugin Global Configurations

HidePrefix

• HidePrefix: Use this section to hide prefixes and organize folders and dashboards in a specific order.

• domains: This setting allows you to specify a list of domains. When a user's email is associated with any of these specified domains, the functionality of the plugin will not be applied to that user.

• match: Allows you to provide a regular expression. Characters in the folder name that match this regular expression will be replaced.

Example: If set to "^[0-9]+_", it will match any numerical prefix followed by an underscore in the folder name.

• with: Specifies the string that will replace the text matching the regular expression in the folder name. If you want to remove the prefix, simply add an empty string here.

Example: If set to an empty string (''), it will effectively remove the matched numerical prefix and underscore in the folder name (from the example above) .

Tabs

• defaultTab: Determines which tab should be activated by default when opening Sisense. Possible values are all and official

• name: Specifies the names of each tab.

  • all: Name of the first tab where all dashboards and folders the user has access to are displayed.

  • official: Name of the official tab where only official dashboards are listed.

• style

  • tabs: Apply any styling to the tabs section

  • headers: Apply any styling to headers

tabberData: This section configures the official tab and determines what should be displayed in it. It is an array where each element specifies an item to be displayed in the official tab. The elements can be of four types:

1. header:

   • Use this to categorize folders and dashboards into different sections, each with a header.

   • Example: { type: 'header', caption: 'Sales' }

     • header: Type of element.

     • Sales: Title to be displayed for the section.

2. folder:

   • Adds a folder to the official tab.

   • Example: { type: 'folder', folderId: '621639adf06f100036128c01' }

     • folder: Type of element.

     • 621639adf06f100036128c01: ID of the folder to add.

   To find the folder ID, go to the Sisense home page by clicking the 'Analytics' tab at the top. Click on the folder you need to identify the ID for. The URL will be in the format https://xxxx.sisense.com/apps/main/home/folderid. The last part of the URL is the folder ID.

   Example: https://mycompany.sisense.com/app/main/home/64f57b7ab729680033167802

   Here, 64f57b7ab729680033167802 is the folder ID.

3. dashboard:

   1. Adds a root folder dashboard (a dashboard outside of a folder).

   2. Example: { type: 'dashboard', dashboardId: '660559f77085db00339b38ac' }

      • dashboard: Type of element.

      • 660559f77085db00339b38ac: ID of the dashboard.

4. separator:

   Adds a separator line.

   Example: { type: 'separator' }

   • separator: Type of element.

Admins can add these elements in any order, and the official tab will be populated accordingly.

window.PS_FOLDER_ORGANIZER_PLUGIN_CONFIG = {

    hidePrefix: {
        exclude: {
            domains: [
                // 'paldi.solutions'
            ]
        },
        replace: {
            match: /([0-9][0-9]). /g,
            with: ''
        }
    },

    tabs: {
        // Navigation tabs names
        tabberDefaults: {
            // Possible values: 'official', 'all'
            defaultTab: 'all',
            names: {
                all: 'All',             // Rename the 'All' tab to something else.
                official: 'Official'    // Rename the 'Official' tab to something else.
            }
        },

        style: {
            tabs: {
                color: '#5B6372',
                fontFamily: 'Open Sans',
                size: '16px',
                weight: '600'
            },
            headers: {
                color: '#5b6392',
                fontFamily: 'Open Sans',
                size: '16px',
                weight: '600'
            }
        },

        // Tabber configuration
        tabberData: [
            
            { type: 'header', caption: 'Folder 1' },
            { type: 'folder', folderId: '621639adf06f100036128c01' },
            { type: 'header', caption: 'Folder 2' },
            { type: 'folder', folderId: '654338cacb9ac000334c1e5c' },
            { type: 'folder', folderId: '65e6dad47085db00339b3009' },
            { type: 'folder', folderId: '64f58dedb72968003316788a' },
            { type: 'header', caption: 'Folder 3' },
            { type: 'folder', folderId: '65843a22b9cf3b00332997cf' },
            { type: 'separator'},
            { type: 'dashboard', dashboardId: '660559f77085db00339b38ac' }
             
        ]
    }
};