General settings in DataLens On-premises

General settings allow you to change the visual look of the interface for the entire organization:

• Customize the UI.
• Add, edit, or delete chart color palettes.
• Manage workbook export.
• Manage data export from charts.

These settings can be edited by the DataLens instance administrator (the datalens.admin role).

To access the general settings:

1. In the left-hand panel, select Service settings. If the panel does not feature , first select More, then Service settings.
2. Select the General tab.

UI customizationUI customization

With UI customization, you can achieve a custom DataLens look by editing colors, logo, and redesigning individual elements.

The customization settings can be edited by the DataLens instance administrator (the datalens.admin role).

For UI customization:

1. Go to the DataLens home page.

2. In the left-hand panel, select Service settings.

3. Select the Appearance tab.

4. In the UI customization section, click Configure.

5. Customize the design:

   • UI theme: Select the UI theme for which you want to set the color palette.

   • Contrast: Select the contrast for which you want to set the color palette.

   • Color palette: Select colors for the UI theme and contrast. You can customize a unique palette for each combination of theme and contrast.

     You can set the colors manually or generate them:

     Manually

     Generate

     • Main color: Used as a background for buttons and controls: switches, checkboxes, and selectors. Additionally, the main color is used as a theme for tooltips.
     • Main color on hovering the cursor: When manually customized, you can select any color. When generating a palette, a darker shade of the main color is set automatically.
     • Page background: Page background color. For a light theme, white is the most commonly used color. Dark themes have more options, from neutral gray shades to warm or cool colors.
     • Additional color: Background color applied to cards and other elevated elements.
     • Selected elements: Color for selected elements, e.g., clicked buttons, selected rows, or selected text.
     • Selected items when hovering the cursor: Color for selected items (e.g., clicked buttons or selected rows) when hovering over them.
     • Text on selected items: Text color on selected items. Set it to contrast with the color of the selected elements.
     • Lines and outlines: Color of the active card or tab, as well as the color of the loading indicator.
     • Link: Link text color.
     • Link on hover: Link text color when the cursor hovers over it.

     Click Generate palette and select the main color. Other colors will be automatically generated based on it. If required, edit the color settings manually.

   • Contrasting color: Select a color for the text on the button.

   • Logo and favicon: To replace the logo and favicon, insert a link to a 1:1 aspect ratio SVG file into this field. Click Apply next to the field.

   • Rounding: Sets corner rounding for UI elements.

   Note

   The preview area displays how the UI elements will look like with the specified settings.

6. At the top right, click Save.

7. To apply the customized UI, enable the corresponding option under UI customization.

Managing a chart color paletteManaging a chart color palette

In DataLens On-premises, you can create, edit, or delete a color palette and configure the default palette.

Creating a color paletteCreating a color palette

To create a color palette:

1. Go to the DataLens home page.

2. In the left-hand panel, select Service settings.

3. Select the Appearance tab.

4. Under Palettes, add a new palette:

   Gradient color palette

   Color palette

   A gradient color palette is used in charts for numerical measures.

   1. Go to Gradient color palettes and click + Add palette.

   2. In the window that opens, enter the following parameters:

      • Enter the Palette name at the top.

      • Enter the start value for the gradient color at the bottom left and its end value at the bottom right. For example, specify 0044A3 on the left and 8CCBFF on the right for a dark blue to light blue gradient.

        To add an intermediate gradient value, click below and specify the value. You can check the changes in the preview window.

   3. Click Save.

   A color palette is used in charts for discrete values: measure names, dimension values.

   1. Go to Color palettes and click + Add palette.

   2. In the window that opens, enter the following parameters:

      • Enter the Palette name at the top.

      • In the list on the right, click + Add color and enter values for palette colors, in hex format.

        There are 20 default colors. You can edit, add, or delete palette colors. To change the order of colors, drag them using the mouse. You can check the changes in the preview window.

   3. Click Save.

Changing a color paletteChanging a color palette

To change a color palette:

1. Go to the DataLens home page.
2. In the left-hand panel, select Service settings.
3. Select the Appearance tab.
4. Go to Palettes and click the line with the palette to change.
5. Make changes in the Configure color palettes window.
6. Click Save.

Deleting a color paletteDeleting a color palette

To delete a color palette:

1. Go to the DataLens home page.
2. In the left-hand panel, select Service settings.
3. Select the Appearance tab.
4. Go to Palettes and hover over the name of the palette to delete.
5. Click next to it and select Delete.
6. Click Delete.

Setting the default color paletteSetting the default color palette

To set any of the preinstalled or previously added color palettes as default:

1. Go to the DataLens home page.
2. In the left-hand panel, select Service settings.
3. Select the Appearance tab.
4. Under Palettes, select the default palette from the list. The default palette will be applied to all charts that use it. In charts with custom palette settings, the palette will not change.

If you delete the default color palette, the Default 20 palette will apply instead. It will be applied to all charts that use the default palette.

Disabling workbook exportDisabling workbook export

By default, users with the datalens.admin role can export workbooks. You can disable this option at the DataLens instance level. After you prohibit export:

• Export button will disappear from the workbook interface.
• Users will not be able to export workbooks.
• Any JSON export files created before you disable export may be imported to a new workbook.

Only the DataLens instance admin, i.e., a user with the datalens.admin role, can disable export.

To prohibit export of workbooks:

1. In the left-hand panel, select Service settings.
2. Select the General tab.
3. Disable Workbook export (enabled by default).