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      Insights (Advanced) | Creating a Dashboard

      Creating a Dashboard

      How to create a dashboard

      A dashboard may consist of one or more tabs. When creating a new dashboard, you will need to start with a new tab.

      • Click on the 3 Horizontal Lines 

      3horizontal

      • Click on Create

      create

      • A popup for the dashboard will appear
        • Dashboard Name:  enter the name of the dashboard
        • Default Data Set (Optional): select a view, data set, or leave blank
        • Create New View: this option will take you to the dashboard canvas to create a new dashboard view
        • Choose Layout: select the dashboard layout or the dashboard canvas (first option)
        • Click on the Create button to continue

      dashboardpopout

      • The tab layout of your selection will appear in edit mode on the dashboard.  Shown is the dashboard canvas.  See Understanding the Dashboard Builder for details of the canvas.

      dashboardcanvas

      • You can now create more sub-tabs, and add other dashboard objects to any of the sub-tabs via the left-side widget navigation  Dashboard Sub Tabs
      • The dashboard builder autosaves the dashboard as a draft, as you continue to edit it
      • View and test your dashboard in preview mode before publishing and sharing it.  Click on the Preview Mode button in the top-right corner.
      • You can go back to edit mode to make further changes, by clicking on the Edit Dashboard button in the top right corner

      editdash

      • Once the dashboard is ready, click on the Publish button to publish and share it with other users

      publish

       

      Dashboard properties

       

      dashboard-properties

      NOTE: These property options will differ based on the selected dashboard template; the dashboard layouts will have limited property options, whereas the canvas will have all.

       

      • Name:  This field contains the current name of your dashboard. Click on the field to update the name.

      • Default Data Set:  This optional setting lets you select a default view or data set for your dashboard.

      • Automatic filter linking:  This toggle, which is on by default, lets you automatically link your dashboard filters.  Dashboard Filters

      • Filter Reset Control:  This toggle, disabled by default, can be enabled so that the Reset button in a Filter Widget control panel will reset the entire dashboard to its original state. This will reset all filters and other dashboard interactions, including drill functions, applied by the user.

        • Left filters:  This toggle, disabled by default, can be enabled to hide or display the button for left side navigation filters on your dashboard. When enabled the following toggles become available:

        • Hide Reset Link: Enable to hide the link to reset this panel of filters

        • Hide Control Panel: Enable to hide all the control panels on this panel of filters (Reset link, Apply button and the Refresh Cached Filters icon)

        • Auto run filters: Enable to automatically run reports when filter values are selected or changed, without having to use the Apply button.

      • Make Content Sticky:  This toggle, disabled by default, can be enabled to keep any global content containers (filters, associated reports, etc) fixed in position so they're always visible when scrolling through dashboard content — effectively locking the global content container content to the screen. Content is sticky in preview and publish modes, but not in edit mode.
      • NOTE:
        • This option is not available in Internet Explorer (the browser is no longer supported).
        • This option is not supported in full-screen mode.
        • Content containers will display a scrollbar if they contain too much content to display on your screen.