Dashboards

With Dashboards you can create customized panels with information that makes the most sense for you and your business.

Similar to the instrument panel of an airplane, Dashboards [1] gather in only one place all key indicators so you can control and make decisions based on data.

Creating a dashboard

You don’t have to start from scratch to create a dashboard. Just add what you had already created in Visualize, organize and save.

In order to create a Dashboard, follow the steps below:

If you prefer, follow the steps on video.

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

  2. Click + Create dashboard.

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

  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.

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

  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.

  7. Click SAVE.

animation with sequence of steps to create a dashboard


Watch the video showing an example on how to create a Dashboard:

Check also the video showing how to create visualizations.



Editing the dashboard

Follow the steps below to start editing a dashboard.

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

  2. Find the dashboard you want to edit and click image of a pencil.
    detail showing the edit button on the dashboard screen

    Alternatively, click the dashboard name. On the next screen, click the button button with the image of a pencil and the text Edit, in the upper right area of the screen.
    animation showing an alternative way to edit a dashboard

  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.

      Click the links above to see more details.


Arranging panels on your dashboard

Organize your dashboard by moving and resizing each visualization panel. Here is how to do it:

  • Moving a visualization panel around

    1. Access the edit dashboard screen.

    2. Hover over the visualization’s title.

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

    4. Click Save at the top right of the screen.

    animation showing how to move a visualization panel around the dashboard

  • Resizing a visualization panel

    1. Access the edit dashboard screen.

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

    3. Click and drag to the desired dimension.

    4. Click Save at the top right of the screen.

    animation showing how to resize a visualization panel


Creating or adding a visualization to the dashboard

You can always edit your dashboard including more visualizations, even creating new ones. To do so, follow the steps below:

  1. Access the edit dashboard screen.

  2. Click [+ Create new] at the top right of the screen.

  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.

  • Add a visualization to the dashboard

    1. Access the edit dashboard screen.

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

    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.

    4. Click Save at the top right of the screen.

    "animation showing the steps to add a visualization to the dashboard


Edit, duplicate, replace or delete a visualization from dashboard

  • Edit a visualization

    Even after adding and saving a visualization to your dashboard, you can edit it without having to go back to the Visualize screen. You can edit the settings for metric and bucket aggregations, edit labels, change filters, and more.

    To edit a visualization, follow these steps:

  1. Access the edit dashboard screen.

  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:

    detail of the Dashboard showing the visualization panel and the gear icon

  3. Edit the visualization.

  4. When you are done making changes, click button with the text save and return, in the upper right corner of the screen.

  • Duplicate a visualization panel

You can use the clone option to duplicate a visualization panel and its configured functionalities. You will have two identical panels (with the exception of the title) on your dashboard.

This can be useful when you want to create a visualization that is similar to an existing one.

Edit the cloned visualization, changing the title and other details.

To clone a visualization panel, follow the steps below:

  1. Access the edit dashboard screen.

  2. On the panel with the visualization you want to edit, click the gear icon, as shown in the figure below. Immediately after clicking Clone panel, the visualization will appear on your dashboard.

    detail of the Dashboard showing a visualization panel and the gear icon and an arrow indicating the clone panel option

  • Replace a visualization

Follow the steps below to select a new visualization panel to replace the existing one:

  1. Access the edit dashboard screen.

  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:

    Animation displaying sequence of steps to replace a visualization

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

  • Delete a visualization

Follow the steps below to delete a visualization from your dashboard:

  1. Access the edit dashboard screen.

  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.

Animation showing sequence of steps to delete a visualization

Delete from dashboard will only remove that visualization panel from your dashboard. Visualizations removed from the dashboard will still be available in Visualize.


Margins and titles

You can enable or disable design options to the entire dashboard, determining whether or not to set margins between visualization panels and to display the title of the visualization. For that, follow the steps below:

  1. Access the edit dashboard screen.

  2. At the top of the screen, click Options.

  3. Click to enable or disable the options:

    • Use margins between panels,

    • Show panel titles.

      animation illustrating how to add or remove space between panels and panel titles


Sharing a dashboard

You can share your dashboard by either creating a direct link to it or a code to be added to your webpage.

Follow the steps below:

  • iFrame code

  1. Access the edit dashboard screen.

  2. At the top of the screen, click Share.

  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.

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

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

Animation showing share and embed code option

  • Permalink

  1. Access the edit dashboard screen.

  2. At the top of the screen, click Share.

  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.

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

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

Animation showing share and permalink options

Authentication is required to access the shared dashboard.


Changing the time range

Even after adding visualizations with specific time ranges to your dashboard, you can still change that setting.

Specifying a time range causes the data represented in the visualization to be updated to match the new settings.

To change the time range, follow the steps below:

  1. Access the edit dashboard screen.

  2. At the top of the screen, click icon in the shape of a calendar.

  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.

      part of the dashboard screen with the time range options that are displayed when clicking calendar icon

  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.

  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.

Part of the dashboard screen with time range options that are displayed when clicking the bar to the left of the refresh button


Using filters

Although you created each visualization with a specific filter, you can use additional filters that will be applied to all the visualizations that make up your Dashboard. To do so, follow the steps below.

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

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

  3. Click the Refresh button

For the query to work properly, you must select the correct syntax (Lucene or DQL).



Deleting a dashboard

Follow the steps below to delete a dashboard.

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

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

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

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

  5. Check the dashboards to be deleted and click Delete.

animation showing steps to delete a dashboard

Deleted dashboards cannot be recovered.
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