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 


  • Click on 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


  • 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.


  • 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


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



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.