Compose a Dashboard
What is this feature?
A Dashboard lets you arrange multiple charts, text blocks, and post lists on a single screen to create an analysis board you can revisit regularly.When should I use it?
- When you want to collect frequently reviewed analysis metrics in one place
- When you want to combine charts with explanatory text
- When you want to duplicate or favorite a Dashboard
- When you want to export Dashboard content as a PDF or another deliverable
Before you begin
- You need a workspace.
- Creating or editing a Dashboard may require Writer or Admin permissions.
- When adding a Chart, the Chart must belong to the same workspace.
How to use it
1. Create a Dashboard
- Go to the Dashboard menu.
- Create a new Dashboard.
- Enter a title.
- You will be taken to the empty Dashboard detail page.
2. Add Charts and rows
- Select Add Row or Add Chart.
- Choose the Chart you want to add.
- Adjust the Row and Column placement.
- Adjust the height and layout.
3. Edit text and post list columns
- In a text column, you can enter descriptions or comments.
- In a post list column, you can set filter conditions to display a specific list of posts.
4. Use management actions
- Rename
- Duplicate
- Favorite
- Delete
- Export
Reviewing results
- The Dashboard you created appears in the Dashboard list.
- The Dashboard detail page displays the arranged rows, columns, and charts.
- You can use export to create an output for sharing or reporting.
Troubleshooting
| Situation | What to check |
|---|---|
| Adding a Chart fails | Whether the Chart and Dashboard are in the same workspace |
| Editing fails | Write permissions and whether the row or column exists |
| Export fails | Dashboard view permissions and export readiness |
| The post list column has no results | Filter conditions and whether the Query was deleted |