Design and build dashboards

A dashboard is a combination of grids and charts published from modules in a model. 

Each dashboard can have as many grid and chart elements as you like and these elements can be drawn from different modules. Dashboards can also include images.

Dashboards can be as complex or as simple as you want. There's no limit to the number of elements you can add to a dashboard, although complex dashboards may take longer to load, especially if pulling data from a very large model with filters applied. 

If you're concerned about the potential performance of a dashboard, build it up slowly, element by element, testing each addition with multiple users. 

Different user types will interact with dashboards in different ways—some users will design and build dashboards and some will work with the data on the dashboards. Workspace administrators will control access to dashboards and ensure consistency.

The dashboards that users have access to are listed in Contents and will open in a new tab.

Design dashboards

The following links will help you to create dashboards that meet the needs of your users:

• Dashboard builder role
• Design dashboards
  • Types of dashboard
  • Dashboard layout

Build dashboards

Select Dashboard Designer from the Dashboard menu to quickly create and refine dashboards. The tools required are on screen, creating a flexible and responsive environment to work in.

• Dashboard Designer
• Dashboard Toolbar
• Dashboard layout
  • Move, resize, and delete dashboard elements
  • Add and style text
  • Add images
  • Change an individual grid style
  • Column settings
  • Height and width
  • Add tooltips
  • Save changes to a dashboard

You can create a dashboard by publishing module elements to a new or existing dashboard. Dashboards are also used as the basis of data entry forms.

• Publish a grid or chart to a dashboard
• Publish lists, properties, line items and subsets
• Forms
• test

Administer dashboards

Learn how to manage dashboards if you're a Workspace Administrator:

• Dashboard Management, including adding, renaming, and deleting dashboards
• Landing dashboards
• Access control
• Grid style

Work with data on dashboards

Find out how to work with the data on dashboards, and how a user can save the changes they make.

• Dashboard Menus
• Work with the data on dashboards
  • Selection options
  • Hide/Show
  • Breakback
  • Drill down
  • Filter
  • Sort
  • Open source module
  • Export dashboard to PDF