Adding Dashboards

A dashboard is a kind of graphical user interface which often shows data visualization of key performance indicators (KPIs), segmentation, and funnels, which are pertinent to a specific goal or business process.

Adding a Dashboard

To add a dashboard, follow these steps.

  1. On the left pane, click Dashboards.
  2. On the right pane, the Dashboards List displays, showing existing dashboards, including an Add New Dashboard option.
  3. Click on the option. A New Dashboard dialog box appears.
  1. Enter the name of your dashboard in the field provided.
  2. Click Save.
  1. In the next page, you are prompted that you have not added any chart to your dashboard yet.
  2. Select either the Add Existing Chart option or the Add New Chart option.

The first option means that you add a chart that you have created, analyzed, and saved, while the second option means you create a new chart from scratch.

Note: The Add Chart option found on the upper right corner of the page has a similar function as the Add Existing Chart option. It is used when you want to open the right pane where the list of existing charts are displayed.

Adding an Existing Chart

  1. If you click the Add Existing Chart option (1), a list of existing charts displays on the right (2).
  2. Hover your cursor over an existing chart on the right pane until you see a + sign (3) and click on it to add the preferred chart on your dashboard.

IMPORTANT: As you can see, you can view and edit a chart that you have not created. It is recommended that you always SAVE AS another name if you open other charts and have made changes so you can preserve the original chart.

  1. Adding existing charts on your dashboard will render the selected chart on the list on the right pane inaccessible as it will have been grayed out, which indicates that you can add the chart on the list to your dashboard only once.

Adding a New Chart

If you click the Add New Chart option, the New Analysis pane slides out from the left.

Refer to Using KPI Analysis, Using Segmentation Analysis, and Using Funnel Analysis for instructions on how to create charts using these types of analysis.

Modifying a Dashboard Color

  1. Go to the Dashboards List by clicking on Dashboards (1) on the left pane.
  1. Click the ellipsis symbol (2) on the upper right corner of your dashboard box.
  2. Select Pick Color (3) from the options that display.
  3. Pick a preferred color from the box that appears. The selected color circle upscales when you hover your cursor over it.
  1. After clicking the preferred color circle, you are directed back to the Dashboards List where the new color is reflected.

Changing a Dashboard Title From the Dashboards List

There are two ways to modify the Dashboard Title: from the Dashboards List and from the Dashboard.

To modify the Dashboard Title from the Dashboards List, follow these steps.

  1. Go to the Dashboards List by clicking on Dashboards (1) on the left pane.
  1. Click the ellipsis symbol (2) on the upper right corner of your dashboard box.
  2. Select Change Title (3) from the options that display.
  3. In the Edit Title dialog box that appears, enter the new dashboard title in the field provided.
  4. Click Save.
  1. After clicking Save, you are directed back to the Dashboards List where the new title is reflected.

Changing a Dashboard Title From the Dashboard

To modify the Dashboard Title from the Dashboard, follow these steps.

  1. Click on the Dashboard Title to show the text box, which indicates that the title can be edited.
  1. Enter the new title and click away from the text box.

A prompt notifies you that the dashboard title has been successfully updated.

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