Creating a Dashboard
Step 1 - Click on the green "+" symbol next to your username on the top right corner of the dashboard.
Step 2 - Select "Dashboard.”
Step 3 - Assign title to dashboard
Step 4 - Hit “Create”. You will be redirected to the dashboard and the gauge list will be available for you to add gauges to the dashboard.
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 to select/deselect gauges. Filtering and Sorting the gauge list is available. Closing the drawer automatically saves all edits.
Adding Text and Image Modules
To add a text or image module to your dashboard, go to the gauges drawer and select from the top. The end result will look something like the image below. 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.
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. 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 will appear) and move the gauge to the new location. 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.
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.
Information on how dashboard filters work and how they can be configured can be found here.
Dashboards can be shared with Analyst, Admin, and Viewer users internally within your company, or Viewer users created for clients. For information on how to create users, please refer to this article.
For information on creating dashboards for team members, click here. To learn about creating dashboards for clients, click here.
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 top of the modal) to find the desired user(s). 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.
(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 "Clone Dashboard.”
Step 2 - Create new Title. 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.
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! You do so by going into the Gauge> Design> Colors & Thresholds and checking "Play Dashboard Alert" when you set up a threshold. When the gauge syncs on a dashboard and meets the threshold, DING, you'll hear the sound.
How it works is fairly straightforward but here are the rules implemented:
- Anytime 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.