Using the Dynamic Dashboard Editor

Learn how to use the dynamic dashboards editor to customize standard dashboards or build custom dashboards.

Overview

1. New Item

The New Item section contains items you can add to the dashboard via drag and drop:

• Report—Select this option to start creating a new report. See Using the Report Editor article for more information about using the report builder.
• Key Performance Indicator—A Key Performance Indicator (KPI) provides information for a single metric. KPIs are typically used to display important business metrics so that it’s easy to identify current project, financial, and resource health at a glance and whether things are trending positively or negatively. Dashboard viewers can set up an alert to be notified via email when a KPI value goes above or below a specific value.
• Attribute Filter—This is a dashboard filter that allows dashboard viewers to filter down the data in the reports on the dashboard.
  
  Note: A date range filter is automatically available on new dashboards and does not need to be added manually.

2. Saved Reports

The Saved Reports section contains existing reports that you can add to the dashboard via drag and drop. You can hover over a report to see its full name. You can see a list of reports created by me and all. Use the search bar to find a report by name.

3. Dashboard Filters

The filter bar is where you add and remove filters from the dashboard via drag and drop.

You can set up default selections for a filter from the filter bar. This is useful if you want to display specific filtered data when a dashboard first loads and also provide users with the ability to change the filter selections.

4. Dashboard Editor Actions

The following options are available in the upper-right of the dashboard:

• Cancel—Exit the dashboard editor without saving changes.
• Save—Save changes to the dashboard.
• Delete—In the More (“   ”) menu, permanently delete the dashboard.
  
  Note: When you delete a dashboard from the edit dashboard page, the dashboard will not be removed from the Dynamic Dashboards page. We recommend deleting dashboards from the Dynamic Dashboards page. See the How to Delete a Dashboard section in the Managing Dashboards article.

5. Section Title and Description

After you’ve added at least one KPI or report to the dashboard, you can enter a section title and description to describe the various sections of the dashboard.

6. Canvas

KPIs and reports are added to the canvas. The canvas is divided into 12 columns. When you resize items on the dashboard, they will snap to one of the columns. Items can be resized both horizontally and vertically.

Select a KPI on the canvas to access the following options:

• Metric—Change the metric the KPI displays.
• Filter By—Change which dashboard filters affect the KPI.
• Comparison—Change the comparison period and whether to display increases in the metric as green or red.
• Drill into dashboard—Add a drill-in. When a user clicks the KPI, a dashboard you select will open.
• Delete KPI from dashboard

Select a report on the canvas to access the following options:

• Configuration
  • Title—Show or hide the report title.
  • Filter By—Change which dashboard filters affect the report.
• Interactions
  • Zoomable report—Check this option to allow zooming into the report to display a detailed view. Zooming is available for all report types except pie charts, donut charts, headlines, and tables.
  • Drill Interactions—Add a drill-in.
• Edit—Edit the report to make changes to it. You can choose to make changes to the report across all the dashboards it lives in, or save a copy of the report and save the changes on the current dashboard only.
• Remove from dashboard

How to Add Reports to a Dashboard

1. Open the dashboard, then click Edit in the upper-right. The dashboard editor opens.
   
2. From the Saved Reports section on the left, select a report. You can see a list of reports created by me or all, as well as search for reports by name.
   
3. Drag and drop the report onto the canvas.
4. To change the report title on the current dashboard only, click the report title, then enter a new name.
5. To hide the report title, click the report, select Configuration in the menu that appears, and check Hide title.
   
   
6. To resize the report, hover over the right edge or bottom edge of the report, then select the blue dotted line that appears and resize the report.
   
7. Click Save in the upper-right to save the dashboard.

Alternatively, you can create a new report and add it to the dashboard. To do so, select Report from the New Item section on the left and drop it into the canvas. For more information on using the report editor, see the Using the Report Editor article.

How to Add Filters to a Dashboard

1. Open the dashboard, then click Edit in the upper-right. The dashboard editor opens.
   
2. From the New Item section on the left, select Attribute Filter and drop it in the filter bar. A list of attributes opens.
3. Select the attribute you would like to add as a dashboard filter. You can search for attributes by name.
   
4. To give your filter a new name, select the Actions (“   ”) icon at the bottom of the menu, enter a new Title, and click Save. (optional)
   
5. To set the default selections for the filter, set options in the filter, then click Apply. (optional)
   
6. Click Save in the upper-right to save the dashboard.

How to Add KPIs to a Dashboard

A KPI provides information for a single metric. KPIs are typically used to display important business metrics so that it’s easy to identify current project, financial, and resource health at a glance and whether things are trending positively or negatively. Dashboard viewers can set up an alert to be notified via email when a KPI value goes above or below a specific value.

1. Open the dashboard, then click Edit in the upper-right. The dashboard editor opens.
   
2. From the New Item section on the left, select Key Performance Indicator and drop it in the canvas.
3. Select the metric you want to display. You can search for metrics by name.
   
4. To resize the KPI, hover over the right edge or bottom edge of the report and then select the blue dotted line that appears and resize the KPI.
   
5. Select the KPI on the canvas to access the following options:
   • Metric—Change the metric the KPI displays.
   • Filter By—Change which dashboard filters affect the KPI.
   • Comparison—Change the comparison period and whether to display increases in the metric as green or red.
   • Drill into dashboard—Add a drill-in. When a user clicks the KPI, a dashboard you select will open.
   • Delete KPI from dashboard
     
     
6. Click Save in the upper-right to save the dashboard.

How to Set a Date Range for a Dashboard

Setting a date range for a dashboard lets you set the default date range when the dashboard first loads. Users viewing the dashboard can change the date range using the date filter.

1. Open the dashboard, then click Edit in the upper right. The dashboard editor opens.
   
2. In the filter bar at the top of the dashboard editor, select the Date range filter.
   
3. Select an option, then select Apply. The data on the dashboard will refresh.
   
4. Click Save in the upper-right to save the dashboard.

How to Move and Resize Reports and KPIs on a Dashboard

1. Open the dashboard, then click Edit in the upper-right. The dashboard editor opens.
   
2. To move an element, drag and drop it to a different area.
   
3. To resize an element, hover over the right edge or bottom edge of the item and then select the blue dotted line that appears and resize the item.
   
4. Click Save in the upper-right to save the dashboard.

How to Remove Reports and KPIs from a Dashboard

1. Open the dashboard, then click Edit in the upper-right. The dashboard editor opens.
   
2. Select the report or KPI on the canvas.
3. For a report, select Remove from dashboard.
   
4. For a KPI, select the Delete (“   ”) icon.
   
5. Click Save in the upper-right to save the dashboard.

How to Rename a Dashboard

1. From the left navigation, select Insights > Manage Dynamic Dashboards.
2. For the dashboard you want to rename, click inside the dashboard name field and provide your new name. The character limit is 50 characters.
   
3. Click outside of the name field to save your changes.