Building Dashboards

Dashboard sections

Use sections to divide and organise each canvas. A canvas must have at least one section and may have as many sections as you need. Readers shouldn’t need to scroll to view all dashboard sections, but it is a good idea to use a section for each topic area of your canvas. If a topic […]

Dashboard canvases

Canvases act as the pages of a dashboard. Depending on the contents and purpose of the dashboard, it may have one or many canvases. Along with the setup of the dashboard’s sections, canvases help reduce the amount of scrolling required to see the data, as well as grouping relevant information together. The value of the […]

Understanding your aggregation options

This article explains how aggregation options work. The time series chart, categorical chart, radar chart, matrix, aggregation table, tile and pie/donut widgets allow you to aggregate the data that is displayed within these widgets. You can use the aggregation options to decide which record or which value from your data source should represent the field you’ve chosen […]

Managing your data sources

You can go to the Data tab to manage which event form data can be used by your dashboard’s widgets. You can add new data sources, remove data sources or edit the properties of existing data sources.  HOW TO: ADD A DATA SOURCE You need to add an initial data source to get started on a […]

Setting up your rulesets

The dashboard builder uses rulesets to set up conditions for modifying the appearance of widgets according to the data they contain. Rulesets can be reused across widgets, aren’t limited to one field, and can have icons as well as colours. You can use rulesets to apply conditional formatting to the following widgets: Tile widget: use […]

Editing your dashboard settings

To adjust the dashboard settings, use the Settings tab. General Use the general settings to edit the name and description of your dashboard. The information you provide as a description will become available to viewers when they use the info icon located near the dashboard’s print button. You can also choose whether your dashboard is enabled for people […]

Saving and viewing your dashboard

You can save a dashboard using the Save Draft button at any point. The save draft function will save your dashboard and any edits you make to it, but will not make any changes visible in the published version of your dashboard. The first time you use the Publish button it makes your dashboard available […]