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Dashboard Example

This example walks you through creating and configuring a sample Sales Analysis Dashboard, adding views and titles, and setting up filters for interactive analysis.

Create and set up your dashboard​

  1. From the navigation panel, select Dashboards.
  2. Right-click the folder where you want to add your dashboard, and then select New Dashboard.
  3. In the Description box, enter Sales Analysis Dashboard.
  4. Select Confirm. The dashboard opens in edit mode.

Add and arrange views​

Insert existing views​

  1. From the navigation panel, select Data Models and Views.
  2. Under the Sales folder, expand the Invoice Analysis data model, and select Top 10 Customers. (Tip: Use the search bar to find it quickly.)
  3. Drag the view into your preferred position within the dashboard.
  4. Resize the view to optimize how it fits on the dashboard.
  5. From the navigation panel, add the following additional views by dragging them into the dashboard:
    • Month to Month Revenue vs. Margin
    • Product Outlier Analysis
    • Vector Map USA View
  6. Resize the views so they fit well together in the layout.

Add titles to each view​

  1. Resize the views inside your dashboard to leave space above each one for a title.
  2. In the Toolbar panel on the right, select the Miscellaneous Controls icon.
  3. Select Text Panel and drag it above the Product Outlier Analysis view. Use the handle to adjust the panel size as needed.
  4. Select the panel, and then select the gear icon to open the properties panel on the right.
  5. Expand General, and enter Product Outlier Analysis in the text box.
  6. Repeat the process for the other three views by dragging a Text Panel above each.
  7. Enter the following titles:
    • Top 10 Customers
    • Month to Month Revenue vs. Margin
    • Vector Map USA View

Configure filters​

Add a filtering panel to filter for the year 2019​

  1. In the Toolbar panel on the right, select the Dashboard Properties icon.
  2. Expand Filtering Panel.
  3. Search for the Year dimension, and then select Add.
  4. Expand Year.
  5. In Views to apply filter, select Select All from the dropdown list.
  6. Locate the filtering panel at the top of the dashboard.
  7. From the Year dropdown list, select 2019.
    All views linked to the filter update automatically to show data for 2019 only.

Add an instant filter to filter by the top 1 customer​

Now, we will add an instant filter so selecting a customer in one view filters all the other views.

  1. Select the Top 10 Customers view, and then select the gear icon.
  2. Select the Advanced Options tab.
  3. Expand Interactions.
  4. Acivate Enable the single selection.
  5. In Views to apply filter, select Select All from the dropdown list.
  6. Close the properties panel.
  7. In the Top 10 Customers bar chart, select the first customer.
    The dashboard updates automatically and all other views filter based on the selected customer.