Insert Views

After you create a dashboard, you can add views to present the data that matters most to your audience. You can add existing views from your data models or create new ones directly within the dashboard.

Dashboards use a fixed grid system with 192 rows and 96 columns, allowing you to precisely position and size each view. This structure ensures a consistent layout and helps you organize information in a way that is clear and easy to interpret.

Add an existing view

1. Open the dashboard where you want to add a view.
2. In the Toolbar panel, select Edit Dashboard. You must be in Edit mode to add views.
3. From the navigation panel, select Data Models and Views.
4. Expand folders and the data model to locate your view. Use the search bar if needed.
5. Drag and drop the view onto your dashboard.
6. Repeat the process to add more views if needed.
7. Save your changes.

note

You can add views from different data models.

Create a view

You can create new views specifically for your dashboard from existing data models. These views exist only within the dashboard where they are created.

1. Open the dashboard where you want to add new view.
2. In the Toolbar panel, select Edit Dashboard. You must be in Edit mode to add views.
3. From the navigation panel, select Data Models and Views.
4. Expand folders until you find the data model you want to use.
5. Drag and drop the data model onto the dashboard.
6. In the Select View dialog, choose the desired view type.
7. Enter a name and apply the relevant settings. Settings may vary by view type.
8. Select Confirm.
9. Repeat the process to add more views if needed.
10. Save your changes.