Forum Discussion
Seeking Design Advice: Adding View Toggle Buttons to Admin Dashboard
First let me say Thank You to everyone that replied, means the world to me.
After review of what everyone said, I took a little from everyone and was able to build bookmark buttons that the Leadership loved.
So thank you greatly, and i will be using some of your ideas on new dashboard (reports)
Hi SavioFerraz
⭐ 1. Place the Toggle in the Header (Best Practice)
The header area is the ideal location for global view-mode controls.
Why this is best:
Users expect “global dashboard settings” at the top
It’s visible immediately
Works well even when scrolling
Matches UI standards from Microsoft, Salesforce, Tableau, etc.
How to implement:
Add a 2-button toggle (Provider | Location) to the top-right, beside your date slicers
Style it as a segmented control / pill toggle
Reduce slicer width to make space (or collapse slicers into a panel)
This is the #1 industry-standard placement.
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⭐ 2. Convert the toggle into a Ribbon Section (Secondary Header)
If your top header is already full, create a thin sub-header just below the slicers.
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[ Date Slicers ] [ Filters ]
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Provider | Location ← toggle here
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NPS Trend Chart
Pros:
Dedicated space
Very clean visual separation
Still “global” in meaning
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⭐ 3. Convert Slicers into a Collapsible Filter Panel
If space is the problem, free up the header:
Steps:
Move all filters into a left or right filter panel (collapse/expand using a button)
Place your 2-option toggle in the space you just freed up
Pros:
Dashboard becomes cleaner
More room for buttons
Matches modern BI design patterns (Looker, Fabric, Snowflake dashboards)
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⭐ 4. Use a Floating Overlay Toggle (Advanced UI pattern)
Place the toggle as a floating pill on the top-right corner of the main visual area.
Pros:
Always visible
Saves full-page layout space
Modern “app-style” feel
Doesn’t interfere with other visuals
Tips:
Use semi-transparent background
Keep it small and minimal
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⭐ 5. Combine Provider/Location into a Single Dropdown Slicer Instead of Two Buttons
Sometimes UX gets simpler if you reduce the visual component count.
Example:
Replace buttons with a small “View Mode” slicer
Use a custom visual (Segmented Slicer or Chiclet Slicer)
Pros:
Cleaner than buttons
Consistent with other filters
Easily fits in the header
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⭐ 6. Restructure the page: Make Provider | Location a Page-Level Mode
This works when the dashboard has two fundamentally different contexts.
Pattern:
Keep the toggle in the header
Use bookmarks or field parameters to fully swap the content
The entire page layout adapts to the selected view
Pros:
Makes the dashboard feel like a 2-in-1 app
Highly intuitive for admin users
Great when content differs significantly