A Guide for Creating Dashboard

You can use Dashboard Configuration Dialog to create a Dashboard and share the Dashboard with others easily. This guide shows how you can use it.

Table of Contents

Create a New Dashboard

From left hand side tree, click plus button next to Documents.

Enter Dashbaord Name and click Create

Open Configuration Dialog

To insert Viz and Analytics to dashboard, click Configure button.

Set Number of rows

For now you can set up to 4 rows on Dashboard. To do so, select Number of rows from pulldown list.

Insert Viz

To insert a Viz, click green plus button, and select Viz from menu.

From Choose Viz Dialog, click a Viz to insert to the Dashboard and click OK.

Insert Analytics

Click green plus button, and select Analytics from menu.

From Choose Analytics Dialog, click an Analytics to insert and click OK.

Insert Single Value

Click green plus button, and select Viz from menu.

From Choose Select Viz Dialog, click Single Value to insert

Update Viz Title

Mouse over the title of the name and click Edit icon.

Enter name and click Update

Add Viz to Existing Row

You can insert up to 4 Vizs to a row. To do so click green plus button on right hand side of the row then select Viz.

From Choose Viz Dialog, click a Viz to insert and click OK.

Add Analytics to Existing Row

Click green plus button on right hand side of the row then select Analytics.

From Choose Analytics Dialog, click an Analytics to insert and click OK.

Run Dashboard

After you configure your Dashboard, click OK button on configuration dialog.

Re-order Vizs

If you want to re-order charts, you can do it by drag and drop chart on Dashboard Configuration Dialog.

So if you want to move Gestation Weeks - Histogram from the first row to second row.

You can drag Gestation Weeks - Histogram from the first row and drop it to the middle of the second row.

And Gestation Weeks - Histogram is moved to the second row.

Switch Viz to Another Viz

For example, if you want to switch Viz Mother Age Distribution by Mother Race on the second row to something else, click Edit Button.

Then from Choose Viz Dialog, click a Viz that you want to use instead of the existing Viz and click OK button.

The Viz on the second row is switched to the new one.

Delete Viz

To delete viz from the dashboard, click Delete Button

Open Viz with Viz View

To Open the Viz with Viz View to change Viz Configuration (like Color, Repeat by, etc), click Open button.

And this will navigate you to Viz View with the Viz selected.

Export to HTML

To Export Dashboard as HTML, click Export button.

Publish and Share

To publish and share your Dashboard, click Publish button.

And on the Share dialog, check 'Private' if you want to privately share the Dashboard and Click Publish button.

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