Creating a dashboard

Users can create a dashboard from a Look or directly from Data Explorer by following these steps:

  1. Select desired fields and visualization in Data Explorer or navigate to a Look.

  2. Click the gear icon in the upper right.

  3. Select Save from the drop-down menu.

  4. Select “To an existing dashboard” from the submenu.

  5. Select the folder where the dashboard will be kept.

  6. Click the New Dashboard button and save work as a Dashboard.

Editing a saved dashboard

Users can build a tile from inside the dashboard. A tile is an instance of Look or Insight or just Text directly created on the dashboard.

Once in the dashboard’s edit mode, you can either:

  • Click Add Tile from the top left of the dashboard pane and then click Visualization, or

  • Click the Add Tile button in the center of the dashboard pane if the dashboard is currently blank.

Choose Data Explorer to build a query.

Adding Filters to a dashboard

The queries underlying dashboard tiles may include filters, but users can also add filters to a dashboard, affecting all tiles or just the selected tiles. Dashboard filters allow users to narrow a dashboard’s results to only the data they are interested in.

Next: Data Explorer: Setting Up Alerts and Schedules for Dashboards

You can always find more information on Field Analytix Dashboards in our Support Center.

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