Dashboards are a simple way to share key results with stakeholders in an interactive way. With a dashboard, you can create a read-only, interactive view of operators from a canvas.
Creating a Dashboard
To create a dashboard for a canvas, find the dashboard section on the right panel, and click on the plus button in the bottom right.
You can also create a dashboard from an operator. Just right click on any operator to add it to a new dashboard.
You can add multiple operators to a new dashboard at the same time by selecting mutliple operators (Shift + Click), right clicking on any of the selected operators, and clicking
Dashboards > Add to new dashboard on the context menu.
Adding Operators to a Dashboard
To add an operator to an existing dashboard, right click the operator and under
Dashboards, select one or more of the dashboards. When adding a single operator, it will be placed into the dashboard after any existing operators. When adding multiple operators using multi-select, the operators will be added as a group (attempting to preserve canvas positioning) after any existing operators.
To edit a Dashboard, click on the dashboard that you created. This will open the Dashboard Draft View. Operators in dashboards behave in a similar fashion to canvases, they can be resized and moved. The major difference is that dashboard operators are locked to a grid which is relative to your screen size.
Dashboards have constant width, but they are not limited to a single screen and can be as long as you desire. To increase the vertical size of a dashboard, simply scroll down. Note that this length will only be saved in a published dashboard if there is an operator using the new vertical space.
You can move an operator near the edge of the screen to scroll and move the operator at the same time.
The grid and gutter size can be changed using the
Dashboard grid settings button in the settings menu in the top right.
Titles and captions can be added to operators to give greater context to the insights being presented. Right clicking an operator will give you the option to add a title or caption.
Publishing a Dashboard
Publishing a dashboard will create a read-only version of the dashboard at a new URL. That dashboard can have separate permissions from the original canvas. To publish, click the
Publish button at the top right.
Note that any sharing changes made to your dashboard draft need to occur BEFORE publishing in order for sharing changes to apply to the published dashboard. If you want to update the the sharing settings of the dashboard, please make sure to re-publish the dashboard after making those changes.
Within this new dashboard, all operators will continue to be interactive. For instance, any operator that is a filter of a second operator will continue to work. However, the dashboard isn't synchronized across all viewers. Any interactions on a dashboard will not impact other users who may access the same dashboard.