Dashboards
Dashboards is the second tab in the navigation panel. It displays the list of dashboards available in your environment.
A dashboard combines one or more views in the same workspace to provide a comprehensive understanding of your business and support informed decision-making. You can include different types of views—such as worksheets, charts, gauges, and maps—on the same dashboard, even if they are built from different data models.
When to use dashboards
- Monitoring key metrics: Create a visual summary of your most important metrics to quickly identify trends or anomalies.
- Combining multiple analyses: Display several views in one place to compare data from different sources or models.
- Sharing high-level overviews: Build executive-level reports that summarize operational or financial performance.
- Interacting with data visually: Use charts, maps, and filters to explore datasets directly from the dashboard.
Dashboard features
Dashboards include several features to design, configure, and interact with your visual workspace:
| Feature | Description |
|---|---|
| Insert views | Add existing views or create new ones to build your dashboard content. |
| Customize layout | Rearrange, resize, or move views to create your preferred layout. |
| Adjust properties | Modify the formatting, layout, and behavior of each view. |
| Apply filter | Refine results by targeting specific datasets, parameters, or conditions. |
| Refresh data | Reload dashboard data to ensure you are viewing the most up-to-date information. |
| Toggle sample mode | Switch between full dataset mode and sample data mode to improve performance during design. |
| Share | Publish your dashboard to colleagues, teams, or external stakeholders. |
Nectari Copilot for dashboards
The Nectari Copilot is your intelligent assistant for working with dashboards using simple, natural language. Copilot can provide insights into KPIs, trends, and anomalies, and offer recommendations to improve the layout, relevance, and clarity of your dashboard.
Hey, Nectari Copilot!
I am a sales director preparing for a board meeting.
Can you highlight any unusual patterns in this dashboard and suggest additional KPIs I could include to better reflect regional performance?
See Nectari Copilot for Dashbaords for more details.