To save you time getting your dashboards ready, BrightGauge includes a number of pre-configured dashboards that are available in your account as soon as you connect a datasource. We focused on the most common metrics that our clients are using. To view your dashboards, expand the dashboard menu in the top left corner of the screen.
Create a Dashboard
- Click on the green plus sign in the top menu bar and select Dashboard.
- Assign a title to the dashboard.
- Click Create. You are redirected to the dashboard and the gauge list is available for you to add gauges to the dashboard.
Add/Remove Gauges on a Dashboard
To add or remove dashboard gauges:
- Click on the Gauges button in the top-right corner of the dashboard. A drawer opens from the right to select or deselect gauges.
- Click on a gauge in the list to add it to the dashboard. Filter and sort the gauge list to quickly locate the desired gauge. Closing the drawer automatically saves all edits.
Add Text and Image Modules
To add a text or image module to your dashboard:
- Select Gauges in the top-right corner of the dashboard.
- Select either Text or Image.
- If you add a text module, the Text Editor window opens. Enter and format the desired text, then click Create.
- If you add an image, the Select an Image window opens. Select the image or upload a new image from your computer. Then, click Add Image.
You may resize the module to get the image and text to fit just right. You have a range of style options to help you modify your text module too.
Size and Arrange Dashboards
By default, when added to a dashboard, all gauges occupy a 5x4 space. To resize a gauge, click and hold the bottom right corner of the gauge, drag to the desired size, and release.
To move a gauge, click on the title (if you hover over the title, a four-way arrow appears) and move the gauge to the new location. While dragging the gauge around, it displaces other gauges. If the gauge you are moving can rest inline with another gauge, it will. Drag the gauge to the desired location and release.
Dashboards automatically resize themselves and their gauges' aspect ratio, according to the size of the web browser window in which they are displayed. The screen size and resolution also affect how a dashboard resizes and appears. The larger the screen and the higher the resolution, the more realty space you have to include gauges.
Dashboard filters provide a great way to apply filters across all the gauges in your dashboard while saving the time you'd spend modifying filters separately on the gauge level. Information on how dashboard filters work and how they can be configured is available here.
For more information on Public Dashboards, please refer to the Public Dashboards article.
Dashboards can be shared with Admins, Analysts, Viewer users internally within your company, or Viewer users created for clients. For information on how to create users, please refer to this article.
Share from a Dashboard
To share a dashboard:
- Click More and select Dashboard Users.
- A modal appears with a list of all users currently on the account.
- Select the checkbox for the desired user(s) and click Apply. To cancel any changes, click on the X in the top right of the modal.
- After a dashboard is shared with a user, it appears in the user's Dashboard menu when they log in to their account.
Note: If sharing a dashboard with a client, a client dashboard filter must be applied in order to only display that specific companies data. For information on creating dashboard filters, please refer to this article. To share a dashboard with a client, please refer to the Client Dashboards article.
Share from Your Account Settings
You may also share dashboards from an Analyst's or a Viewer's user settings page.
Share with an Analyst
To share with an Analyst:
- Navigate to Your Account > Users.
- Click on the Edit icon for the desired user.
- Select the checkbox for each dataset, dashboard, and report you would like to share with the Analyst. Be sure to allow access to all necessary datasets. If an Analyst has access to a dashboard but they do not have access to the dataset supplying data to that dashboard, they will not be able to see data on that dashboard.
- Click Save.
Share with a Viewer
To share with a Viewer:
- Navigate to Your Account > Viewers.
- Click on the Edit icon for the desired viewer.
- Select the checkbox for each dashboard you would like the viewer to access.
- Click Save.
To clone a dashboard:
- Click More and select Clone Dashboard.
- Enter a new Title and click Create. The dashboard is cloned and the Gauges drawer appears for you to add or remove any desired gauges.
Edit Dashboard Names
- Click on the More button with a gear icon on the top right of the dashboard and select Rename Dashboard.
- A modal titled Change Name will appear in the center of the screen with an editable text box. Here you can make any desired changes to the dashboard's title.
- Click on the blue Change button to save any changes, or the X icon to cancel any changes.
While on a Dashboard, hovering over the top left corner of each gauge reveals a circular menu icon with three dots in it. Selecting this icon opens up a small dropdown gauge menu with some additional features.
- Gauge Info: Modal that displays the gauge's description, the dataset used, the refresh cycle of dataset, and the last refresh time for that dataset as well.
- Sync Now: Allows a manual sync to be triggered for that gauge's dataset.
- Copy Gauge Link: Copies that gauge's URL to your clipboard.
- Edit in Gauge Builder: Opens up that current gauge in the gauge builder.
- Export as CSV: Exports the raw data for that particular gauge to a CSV in the form of a table. An email is generated with the CSV and sent to the current user that selected the option.
- Remove Gauge: Removes that particular gauge from the dashboard.
Turn on audio thresholds for gauges in dashboards! To set audio thresholds for a gauge:
- Open a gauge in the Gauge Builder.
- Select the Design tab.
- Click on a metric in the Sound & Color Thresholds section.
- Select the Play Dashboard Alert checkbox.
- Select the desired alert sound. When the gauge syncs on a dashboard and meets the threshold, the alert sound plays.
How it works is fairly straightforward but here are the rules implemented:
- Any time the Gauge syncs and meets the threshold configured, the sound will alert.
- If the gauge continues to sync and meet the threshold, the sound will repeat on each sync.
- If the gauge is on a dashboard rotation, and the gauge syncs while not on the shown dashboard, the next time the dashboard shows up, the sound will alert.
- The Gauge will have a red sound alert icon to signify which alert just went off.
For information on setting up your dashboards to display on TVs and single monitors, click here.