This feature allows users to create personalized data summaries and gain valuable insights at a glance. This guide will walk you through the key aspects of this new functionality. The platform homepage has been updated to include a default dashboard, referred to as "Home” (please see below). This dashboard provides an initial overview of key data points relevant to the user. It's important to note that the "Home" dashboard can only be edited through the "All Dashboards" view.
Accessing the "All Dashboards" View
A new navigation item labeled "Dashboards" has been added to the platform's main navigation system, as shown on the image below. Clicking on this will take you to the "All Dashboards" view.
The "All Dashboards" View
The "All Dashboards" view presents a table listing all available dashboards. The table includes the following columns, as demonstrated above:
Name: The name assigned to the dashboard.
Status: Indicates whether the dashboard is in "Draft" or "Published" status.
Draft: When a dashboard is in draft mode, the structure and widget configurations are saved, but the data within the charts will not be visible when viewing the dashboard.
Published: Once a dashboard is published, the charts will display the live data.
Created Date: The date and time when the dashboard was initially created.
Last Update: The date and time when the dashboard was last modified.
Actions: This column contains icons that allow users to perform the following actions:
Edit: Clicking the edit icon (pencil) redirects the user to the dashboard editing interface.
Duplicate: Clicking the duplicate icon (two overlapping squares) creates a copy of the dashboard.
Delete: Clicking the delete icon (trash can) permanently removes the dashboard. Please exercise caution when deleting dashboards.
Understanding Dashboard Status (Draft vs. Published)
New dashboards, as well as changes made to existing dashboards, are initially saved in "Draft" mode. When a dashboard is in "Draft" status, the structure and widget configurations are saved, but the data within the charts will not be visible when viewing the dashboard.
To make the data visible to users, the dashboard needs to be "Published". On the top left-hand side of the final dashboard view page, you will find a toggle button (or similar interactive element). Clicking on this toggle allows you to switch the dashboard's status between "Draft" and "Published". Ensure that the dashboard is set to "Published" to display the live data.
Managing Dashboards (Duplicate and Delete)
Duplicate: The "Duplicate" functionality allows users to quickly create a copy of an existing dashboard. This can be useful for creating templates or making modifications without affecting the original dashboard.
Delete: The "Delete" functionality allows users to remove unwanted dashboards. Please be aware that deleting a dashboard is a permanent action.
Adding and Editing Custom Dashboards
Adding New Dashboards
A pop-up window will appear, prompting you to name your dashboard. Enter the desired name for your new dashboard. You can click "Cancel" to stop the creation process or "Create" to proceed. Upon clicking "Create," you will be redirected to a new page. This page will display an "Edit the dashboard" button in the middle and on the top right-hand side.
Editing Dashboards and Adding Charts
To edit an existing dashboard, click the "Edit" icon for a dashboard to open the dashboard editing interface for existing dashboards. For new dashboards, click the "Edit the dashboard" button on the initial dashboard view. Here, users can:
Add Pre-built Charts: Select from a library of pre-configured charts, graphs, and other data visualizations (widgets) based on existing platform data.
Create New Charts: Build custom charts by selecting specific data sources and fields available within the platform.
Apply Filters:
Existing Filters: Apply pre-existing filters to refine the data displayed in widgets.
Create New Filters: Develop custom filters based on specific data columns within the data source used by a particular widget. This includes the ability to create and apply date-based filters.
A side panel will appear on the right-hand side of the screen. This panel lists all pre-existing charts and any custom charts you have previously created. If you wish to view only the charts you have created, you can check the "Show only my charts" checkbox located on this panel.
To add a chart to your dashboard, simply drag and drop it from the side panel onto the desired location on the dashboard canvas. Once a chart is on the dashboard, you can customize its appearance by resizing it and repositioning it as needed.
When you have finished arranging your widgets, click the "Save" button located on the top right-hand side of the page to save your changes. If you wish to discard any changes made, click the "Discard" button next to the save button.
Creating New Charts
To create a new chart, click on the button labeled "Create a new chart" in the dashboard editing view, where you will be taken to a new view titled "Create a new chart".
On this page, you must first select the dataset that you want to use for your chart and choose the desired chart type. Once both the dataset and chart type are selected, a "Create new chart" button will appear at the bottom right corner of the page. Click this button.
You will then be redirected to another view that allows you to customize your chart.
This page features two panes on the left-hand side:
The top pane displays the name of the chart's data source.
Below it, you will see a list of the available columns/data within that data source.
Under the "Data" tab, you can select the specific data/columns from the first pane that you want to use for your chart. For example, when creating a bar chart, you would specify which data will represent the x-axis and which will represent the y-axis. As you select the data, a preview of the chart will appear.
Under the "Customize" tab, you can modify the aesthetic aspects of your chart, including the chart title, colors, labels, and other visual elements.
On the top right-hand side of this page, you will find two buttons: "Discard" and "Save".
When you click "Save," a pop-up window will appear. This window gives you the option to overwrite an existing chart or to save the chart as a new chart (in which case you will need to provide a name for the new chart). This pop-up also includes buttons to "Cancel" the save action or to "Save and go to dashboard". If you select the latter, you will be taken back to the edit dashboard view, and the newly created chart will be added to your dashboard.
Adding Dashboard Filters
Filter in the Home Page
Click on the icon displayed in the following image to access the filters.
Then according to following images add the filters. Please note once you click on Apply the in the Popup box, the APPLY FILTERS button will be active. Then click on APPLY FILTERS button to view the fitered dashboard.
Then once you have configured the filter click on APPLY FILTERS button.
Filter in other Dashboards
Same as Home Page Filter.
The new Custom Dashboards feature offers powerful capabilities for users to personalize their data views and gain deeper insights. By understanding the navigation, table functionalities, editing options, and dashboard status, our sales team can effectively guide clients on how to leverage this feature. We encourage you to explore the platform and familiarize yourselves with the Custom Dashboards to better assist our clients.