Dashboards

Step 1

Access Dashboards from the left menu or click the card located on your Analytics home screen.

Step 2

Click + Create dashboard.

Step 3

On the next screen, click Add, at the top right of the screen.

Step 4

Select the visualization you want to add to the dashboard. You can use the search field to filter long lists. Click to add all the visualizations you want to use to compose your dashboard. When finished, click X, in the upper right corner or click outside this screen.

Step 5

You can arrange the panels with visualizations by resizing and dragging them. See below how to do this.

Step 6

Click Save at the top right of the screen. Write a title and description for your Dashboard. You can also activate the Store time with dashboard option so that the time range set when saving the Dashboard is restored each time it is loaded.

Step 7

Click SAVE.

Step 1

Access Dashboards from the left menu or click the card located on your Analytics home screen.

Step 2

Find the dashboard you want to edit and click the pencil icon.

Alternatively, click the dashboard name. On the next screen, click the Edit button in the upper right area of the screen.

Step 3

From the edit screen you can:

• organize the panels containing the visualizations;
• create a new visualization and add it to the dashboard or add one of the visualizations that you had already created in Visualize;
• edit, duplicate, replace, or delete a panel with a visualization;
• add or remove margins between panels;
• add or remove titles from panels;
• share the dashboard and
• change the time range of the queries.

Step 1

Access the edit dashboard screen.

Step 2

Hover over the visualization's title.

Step 3

When the title's background color changes, click and drag to the desired position.

Step 4

Click Save at the top right of the screen.

Step 1

Access the edit dashboard screen.

Step 2

Hover over the lower right corner of the visualization panel until the mouse pointer changes shape.

Step 3

Click and drag to the desired dimension.

Step 4

Click Save at the top right of the screen.

Step 1

Access the edit dashboard screen.

Step 2

Click + Create new at the top right of the screen.

Step 3

Follow the steps to create a new visualization. After clicking SAVE, enable the option Add to Dashboard after saving and click Save and return. The created visualization will be added to your dashboard.

Step 1

Access the edit dashboard screen.

Step 2

Next, click Add at the top right of the screen.

Step 3

Select the visualization you want to add to the dashboard. You can use the search field to filter long lists. Click to add all the visualizations you want to your dashboard. When finished, click the X, located in the upper right corner or click outside this screen.

Step 4

Click Save at the top right of the screen.

Step 1

Access the edit dashboard screen.

Step 2

On the panel with the visualization you want to edit, click the gear icon to see the panel menu and then click Edit visualization, as shown in the figure below:

Step 3

Edit the visualization.

Step 4

When you are done making changes, click the Save and return button, in the upper right corner of the screen.

Step 1

Access the edit dashboard screen.

Step 2

On the panel with the visualization you want to edit, click the gear icon. Immediately after clicking Clone panel, the visualization will appear on your dashboard.

Step 1

Access the edit dashboard screen.

Step 2

On the dashboard with the visualization you want to edit, click the gear icon; then click ... More > Replace panel, as shown in the animation below:

Step 3

Select a visualization from the list that will open to the right.

Step 1

Access the edit dashboard screen.

Step 2

On the dashboard with the visualization you want to edit, click the gear icon; then click ... More > Delete from dashboard, as shown in the animation below.

Step 1

Access the edit dashboard screen.

Step 2

At the top of the screen, click Options.

Step 3

Click to enable or disable the options:

• Use margins between panels,
• Show panel titles.

Step 1

Access the edit dashboard screen.

Step 2

At the top of the screen, click Share.

Step 3

Select Embed code and specify how you want to generate the code:

• Snapshot: take and share a snapshot of the dashboard as it is at that moment. Edits made afterwards will not be updated in snapshot.
• Saved object: displays updates made to the dashboard, even if they are made after the code has been generated.

Step 4

To generate a shortened link, select Short URL. This is available only for the snapshot option.

Step 5

Click Copy iFrame code and paste it, for example, in the html code for your website.

Step 1

Access the edit dashboard screen.

Step 2

At the top of the screen, click Share.

Step 3

Select Permalinks and specify how you want to create the link:

• Snapshot: take and share a snapshot of the dashboard as it is at that moment. Edits made afterwards will not be updated in snapshot.
• Saved object: displays updates made to the dashboard, even if they are made after the code has been generated.

Step 4

To generate a shortened link, select Short URL. This is available only for the snapshot option.

Step 5

Click Copy link and paste it, for example, in a message or email.

Step 1

Access the edit dashboard screen.

Step 2

At the top of the screen, click the calendar icon.

Step 3

Choose from:

• Quick select: Set the time range based on the last or next number of seconds, minutes, hours, days, weeks, months or years. Click Apply after setting the new range.
• Commonly used: Select one of the preset options listed as frequently used.
• Recently used date ranges: Choose a previously used date range.
• Refresh every: Select this option and specify an automatic refresh rate. Enter the number and select from seconds, minutes or hours.

IMPORTANT

The minimum recommended time for refreshing (refresh every) Dashboards is 30 seconds.

Step 4

To determine a start date, click the time range bar to the left of the Refresh button. Select:

• Absolute: specific date and time,
• Relative: for example, 1 hour ago or 1 week from now or
• Now: on every refresh this time will be set as the time of the refresh.

Step 5

Click Update to apply the changes made. Visualizations will reflect the new time range. The Update button becomes visible when a change to the time range is made. Otherwise, the button's label will be Refresh.

Step 1

At the top of the screen, select a syntax from the query bar and write it there.

Step 2

If needed, you may change the period in the field on the right.

Step 3

Click the Refresh button.

Step 1

Access Dashboards from the left menu or click the card located on your Analytics home screen.

Step 2

Locate the dashboard you want to delete by searching the list or typing its name in the Search field.

Step 3

Click the checkbox to select that line. You can select more than one dashboard.

Step 4

When at least one checkbox is marked, a red button will be displayed. Click Delete 1 visualization. The number that appears on the button depends on the number of visualizations selected.

Step 5

Check the dashboards to be deleted and click Delete.