Dashboard

When you create a dashboard, your dashboard will be initially empty. The next step is to add widgets, or visualizations, to your dashboard to make it meaningful.

1. To create a new dashboard, click MANAGE DASHBOARDS, located at the bottom left side pane. A Manage Dashboards dialog will appear.
   
2. Click Add a Dashboard.
3. Enter a name for the new dashboard. This name will appear at the top of the dashboard and in the dashboard list.
4. Click DONE. You are then automatically guided through the process of creating your first dashboard widget.

Creating new dashboard

1. Select the newly created dashboard from the left side pane.
   
2. Click EDIT DASHBOARD to configure the newly created dashboard.
   
3. You can utilize the following features by simply dragging and dropping them inside the dashboard:
   • Header: Create a heading for the dashboard or individual pages.
   • Layout: Choose the layout for the page.
   • Cards: Add existing cards or create new ones.
   • Image: Easily incorporate images.
   • Text: Add text elements using this feature.
   • App: Integrate system-predefined apps.
   • Border: Include borders between pages, cards, images, headers, apps, and text.
4. Here, you can add an existing card or create a new card directly on the dashboard. Before creating a card, you can assign a user to handle the card configuration. Click Assign Card Creation to designate a user for this task.
   
5. Enter a username and select the user from the list that appears. 
6. Provide a name for the newly created card.
7. Add a description in the optional message field and click Assign if required.
   

Adding existing card

Here, you can add an existing card to the dashboard by searching for it in the database.

• Select Add Existing Card from the ADD CONTENT dropdown to add the card. Search for the desired card and select it; the card will be automatically displayed on the dashboard.
  

Creating new card

1. Select Create new Card from the ADD CONTENT dropdown to add the new card.
2. Select Visualization from the list of card types.
   
3. Select Existing Data.
   
4. Choose the required dataset from the list and click CHOOSE DATASET.
   
5. Choose the required chart type from the right-hand side pane.
6. Click SAVE.

Adding filter

Dashboard owners, users with an admin default security role, and users with a custom role with the Manage pages grant enabled can control whether Page Filters are available on a dashboard, allow users to add new filters, and hide the filter icon on their cards.

1. Click on the Filter icon on the dashboard's top right-hand corner.
   
2. The filter row is currently visible. Click on the + icon to add the necessary filter from the dataset list;
   
3. Choose the required dataset and value. You can add multiple dataset filters.
4. Click Save Filters to save the filter view.
   All the saved filter views are accessible under the FILTER VIEWS dropdown. After modifying the filter view, you can update the existing filter view or create a new filter view.

Date Range

You can use dynamic date range Filters to adjust the date range window for all the Cards on a Page. These Filters can be saved and used as the default for all users on a Page.

1. Choose dynamic date range Filters in the Choose Date menu in the gray filter bar at the top of a Page.
2. Select a date from the Date Range category.
3. Choose the data granularity, specifying whether you want to view the data by minute, hour, day, week, month, quarter, or year on the graph from the Graph By category.

Related Pages:

• Dashboard
• Manage Dashboard
• Creating an Alert
• Sharing Dashboards