Dashboards using advanced visualization allow users to compare and track various data metrics at a glance, providing a cohesive view of key insights from multiple data sources, etc.
Please, take a look at how a dashboard is created using our BHT training dashboard as an example.
Key steps to create a Dashboard:
Step 1 | Create a blank dashboard
Step 2 | Export charts and graphs
Step 3 | VIEW vs EDIT mode
Step 4 | Add tabs
Step 5 | Create controls
Step 6 | Share your dashboard
Step 1 | Create a blank dashboard
Go to My Space → Open/create a folder where the dashboard will be placed;
Click on the + sign and select Dashboard
;Name a dashboard;
Click on the ‘Create’ button.
You can skip this step and create a dashboard when exporting a chart or table (step 2), but in that case, you can’t manage which directory the dashboard will be in.
Step 2 | Export charts and graphs
Open a Database and create a crosstab/chart;
Click on Export to Dashboard
icon;Select the newly created dashboard;
Click on the Export button.
In the pop-up window, you can click CREATE NEW DASHBOARD and export a chart to a new dashboard. The created dashboard will be placed in the same folder where the database is located.
Step 3 | VIEW vs EDIT mode
Our dashboards have two modes: VIEW and EDIT.
Dashboard design settings, widget configuration, and control creation are done in EDIT mode. Control testing and dashboard presentation are done in VIEW mode. All dashboards open in VIEW mode by default. Only those users who have EDIT rights can enter EDIT mode.
The screen below shows the widget in EDIT mode.
To switch between the modes click EDIT or VIEW in the toolbar. If it says VIEW then you are already in EDIT mode and vice versa.
Step 4 | Dashboard Menu
You can create separate pages - tabs - on dashboards to avoid excessive scrolling. You can create an unlimited number of tabs on any dashboard. The tab hierarchy is organized as a Dashboard menu.
Here you can find a detailed article about the Dashboard menu.
To add tabs: In EDIT mode go to Dashboard settings → Menu → Add a Tab. New tabs are automatically 'hidden', so you can finish your work before it becomes visible.
Step 5 | Create controls
Controls play a pivotal role in enhancing the interactivity of your dashboard. Any widget on the dashboard is revitalized and becomes a meaningful data representation with the help of a control. The possibilities of controls and their functionality are very vast.
When you create a control, you create an entity e.g. buttons, dropdown lists, or tick boxes. These allow your users to pick and view different audiences. Controls turn a 2D chart into an interactive data viewing tool.
Find out How to create a control.
Step 6 | Share your dashboard
To share your new dashboard with other users or non-users go to the top right-hand-corner toolbar and select the Share icon.
In the pop-up screen whereby, you have two different sharing options:
Invitation sharing and Public sharing.
Invitation sharing is the most common method for sharing entities in DataTile. The dashboard owner maintains control over its users by granting access individually. To share in this way, enter the user's email address into the pop-up box, select their access level, and click ‘Invite’.
Public sharing allows you to share a dashboard via a public link, without requiring authentication. This means anyone with the link can access the dashboard in VIEW mode. Public links are ideal for openly publishing your data, such as on a website. If you need to secure your data and control access, it’s better to use invitation sharing.
To learn more about sharing entities like databases, charts, and dashboards, or to understand the different access levels and their associated rights, please read this article.