Dashboards 101

Kristian Munoz -

Generating a Dashboard

Step 1 - Click on the green "+" symbol next to your username on the top right corner of the dashboard.

Step 2 - A modal will pop out under the "+" symbol.  Select "Dashboard."

Step 3 - A dashboard will be generated, and you will be prompted to assign it a title.

Step 4 - Once you've entered the desired title in the text box, select "Create." You will then be redirected to the dashboard and the gauge list will be available for you to add gauges to the dashboard. This section below outlines adding/removing gauges further.



Adding/Removing Gauges on a Dashboard

Step 1 - On the top right of the dashboard, click on the "Gauges" button.

Step 2 - A drawer will open from the right.(1) Using the checkboxes, select the desired gauges to add or deselect to remove from the dashboard.(2) By clicking on filters & sorting you can find additional options to filter and sort your gauge list for easier finding of your gauge. (3) Closing the drawer automatically saves all edits.


(Note: Gauges can also be removed using the "Gauge Menu" on dashboards. This section below outlines this further.)




Sizing/Arranging Dashboards

Once the desired gauges have been added to a dashboard, they can be resized and arranged to best fit the screen and needs of the users. 

Sizing Gauges - By default, when added to a dashboard, all gauges will occupy a 5x4 space.  To resize a gauge, first click and hold on the bottom right corner of the gauge.  When gauge resizing is activated, you will see the gauge data disappear and the box become off-colored.  Drag to the desired size and release.

Moving Gauges - To move a gauge, click on the title (if you hover over the title a four-way arrow will appear) and move the gauge to the new location. When moving, you will see the gauge data disappear and the box become off-colored, just as it does when resizing.  While dragging the gauge around, you will notice that it will displace 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.

Resizing Dashboards - 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 higher the resolution, the more realty space you have to include gauges.






Dashboard Filters

Information on how to dashboard filters work and how they can be configured can be found on this article.



Sharing Dashboards

Dashboards can be shared with Analyst, Admin, and Viewer users internally within your company, or even with Viewer users created for clients.  (For information on how to create users, please refer to this article.)

(Please 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 client dashboard filters please refer to this article.)

To share a dashboard, please follow these steps:

Step 1 - Click on the "More" button with a gear icon on the top right of the dashboard and select "Dashboard Users."

Step 2 - A modal will appear in the center of the screen with a list of all users currently on the account. Scroll though the list (or use the search bar at the to of the modal) to find the desired user(s). Use the check boxes to select the desired users to share the dashboard (1). Once all selected users have been selected, click on the blue "Apply" button on the bottom center of the modal (2).


To cancel any changes, click on the green "X" icon on the top right of the modal (3).


Step 3 - Once a dashboard is shared with a user, it will then appear in the user's Dashboard menu when they log in to their account.




Cloning Dashboards

 Step 1 - Click on the "More" button with a gear icon on the top right of the dashboard and select "Clone Dashboard."

Step 2 - A modal will now popup asking you to name the new dashboard. Once you have entered the desired title, click on the "Create" button to generate the cloned dashboard.

Step 3 - The dashboard will be cloned and immediately the gauges drawer will appear for you to add/remove any desired gauges.




Editing Dashboard Names 

Step 1 - Click on the "More" button with a gear icon on the top right of the dashboard and select "Rename Dashboard".

Step 2 - 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.




Dashboard Gauge Menu

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 neat features.

Gauge Info: Opens up a small modal that displays the gauge's description, the dataset it is built from, the refresh cycle for that 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, without having to navigate to the actual dataset page. (Feel free to refer to this article for more info on syncing.)

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 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. 

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