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Dashboards

When you open your game application you arrive at the home dashboard. Dashboards are used to display visualizations together in an easy to digest layout and are the main organization tool for charts. You can append tabs to a dashboard as well as create dashboard groups as needed for categorization

On this guide:

Working with Dashboards

You can navigate to different dashboards by clicking on the Analyze button to expand the dashboard menu and selecting where you want to go. Similarly, clicking the arrow on the dashboard groups will expand the list of dashboards in that group.

Managing dashboards can be done on the Dashboard Manager. To navigate to the Dashboard Manager first go to Analyze then click on the settings icon. Here you will have an overview of all the dashboard groups, dashboards, and dashboard tabs and be able to create/delete/reorder them.

Creating Dashboards and Tabs

You can create dashboards by expanding the Analyze menu and clicking the add (+) button found on the top right. You can also create a new dashboard from the Dashboard Manager page.

When creating a new dashboard, you will be able to set the following options:

Field Description
Name Choose descriptive names and follow the established naming conventions.
Parent Group Parent groups work as folders and allow you to group dashboards. Adding a dashboard to a pre-existing dashboard will create a new parent group where the charts of the first dashboard are no longer visible. We recommend you use an empty dashboard/dashboard with no charts as a parent group.
Read Roles Choose the roles that will have read access to the dashboard.
Read and Write Roles Choose the roles that will have read and editing access to the dashboard.

Dashboard tabs are dashboards that are appended to already existing dashboards. You can add a dashboard tab by clicking on the + Add dashboard button at top of the dashboard. Dashboard tabs have the same properties as dashboards.

Cloning Dashboards

You can clone already existing dashboards by clicking on the clone button found on your current dashboard.

Editing and Deleting Dashboards

You can edit and delete already existing dashboards from the Dashboard Manager by clicking on the respective icon. Once a dashboard is deleted, it cannot be recovered.

Reordering Dashboards

You can reorder dashboards, dashboard groups and dashboard tabs by dragging them to the desired position on the Dashboard Manager page.

You can also reorder dashboard tabs by dragging them to the desired position on your current dashboard.

You can move a dashboard from one dashboard group to another via the edit option on the Dashboard Manager or the settings button found on the dashboard. You can do this by changing the dashboard group provided in the dropdown menu.

Subscribe/Unsubscribe to Dashboards

You can subscribe to specific dashboards and receive the latest data in your inbox by clicking on the Subscribe button found on the dashboard. You can click the same button to Unsubscribe.

Managing Dashboard Filters

Dashboard filters set the values and data showed in the charts at the dashboard level. The values used in the filters are personal and will not affect other panel users. It is possible to add and remove filters as long as they are related to the data.

Show Dashboard Filters

Dashboard filters are found on the collapsable menu on the right edge of the screen. The filters can be hidden to increase space for the charts if needed.

Using Dashboard filters

You can edit any values in the filters. Filter fields with no predetermined values will default to “All Values.”

It is also possible to write in the desired values. For some fields, clicking in the space provided will show the most common values in a drop down menu.

After editing the fields, it is necessary to click Apply in order to update the data in the charts. If you want to reset the values back to the defaults by clicking the Reset button.

In the case of using multiple sources for the charts in the dashboard, it may be that not all charts will be affected by all filters. When this occurs, you will find a warning sign next to the name of the filter, as well as on the affected chart. Hovering the mouse over the sign will give more specific information.

If you want to make sure all filters apply to all the charts and avoid getting the warnings, all data sources for the charts should share the same group by fields.

Editing Dashboard Filters

You can edit dashboard filters by clicking on the edit button on the top right of the collapsable menu, or from the options menu found in the Dashboard Manager.
Once you are in the the Dashboard Manager, the following actions can be performed in the Edit Dashboard Tab.

Action Details
Add Dashboard Filter Add another filter that will be applied to the charts.
Edit Dashboard Filter any field used as a filter can be changed by using the dropdown menu as well as the match criteria and default value. Match chriteria will correspondto the data type of the fieldselectedAny filter field can be changed by using the drop down menus.
Set Default Values Setting and editing default values will affect all users of the panel.
Delete Dashboard Filter Click the delete button on the right of the the specific filter.
Show/Hide Dashboard Filter Show/Hide specific filters by clicking on the check box. hidden filters are still enabled and applied to the chart data.
Reorder Dashboard Filters Drag and drop the filters to the desired order that it will appear in the collapsable menu.
Automatically add Chart Filters Only available when accessing the dashboard filters through the collapsable menu. Click the checkbox to automatically add “group by” and “filters” fields used in charts.

Remember to save any changes made to the filters.

Token values

Certain fields allow special values or tokens that are dynamically replaced every time the dashboards loads. These tokens are specially useful for defining dynamic dates. Tokens can be used for date filters for either dashboards or charts. The reference date is always today. We recommend using tokens when setting default values in the filters.

Below is a list of the allowed tokens for filters that use date fields:

Token Details
Today This token is replaced with the current date.
Yesterday This token is replaced with the current date -1.
Tomorrow This token is replaced with the current date +1.
X days/weeks/months ago This token is replaced by the specified number of days/weeks/months. When using weeks and months, standard calendar periods are applied

Tokens can be used to specify ranges by separating them with a dash i.e. 7 days ago - today.

This article was last updated on June 23, 2017 10:16. If you didn't find your answer here, search for another article or contact our support to get in touch.