Dashboard

• Once the user has created a 'data source' and defined 'queries', then able to create a new dashboard.

To create Dashboard, follow these steps:

1. Click on the 'New Dashbaord' button.
2. Enter the Dashbaord name.
3. Click on the 'Save' button to create the new 'Dashbaord'.

Publish

To make a dashboard visible to the public on a portal, follow these steps:

1. Click on the "Publish" option and locate the "Share" icon.

2. Click on the "Dashboard Sharing options" icon.

3. Enable the "Allow public access" option.

   Once these steps are completed, the dashboard will be visible on the portal.

To access the available options for a specific 'Dashbaord', follow these steps:

• Click on the highlighted button, which is represented by three dots in the image.

Edit

1. To modify or change the 'Dashbaord', click on the 'Edit' option.
2. After making the necessary modifications, click on the 'Done Edit' button to save the changes.

• To add a textbox to a dashboard, follow these steps:

1. Click on the "Add textbox" button.
2. Enter the details you want to add to the textbox.
3. Click on the "Add to dashboard" button to save the changes.

• As shown in the image below, a text box named "Txt Box 1" has been created. Similarly, multiple text boxes can be created/added to the dashboard.

To access the options for a specific text box, click on the three dots button that is located on that particular text box.

Edit

1. To modify or change the details of a specific 'Textbox', click on the 'Edit' button.
2. After making the necessary modifications, click on the 'Save' button to save the changes.

Remove from Dashbaord

1. To delete the specific 'Textbox', click on the 'Remove from Dashbaord' option.
2. Click on 'Delete' to confirm the deletion.

• To add a widget to a dashboard, follow these steps:

1. Click on the "Add Widget" button.
2. Search for the desired widget using the search box or select it from the available options. (In the image, we can see the "Slots" widget that was previously created.)
3. Select the "Choose Visualization" option from the dropdown menu.
4. Once the above steps are completed, click on the "Add to Dashboard" option to add the widget to the dashboard.
5. Finally, click on the "Done Editing" option to save the dashboard.

• To share a dashboard with your team or other users, follow these steps:

1. Click on "View Query" for the dashboard that you want to share.
2. Click on "Embed Elsewhere" to access the sharing options.
3. Copy the Public URL provided.
4. Share the copied link with anyone you wish to share the dashboard with.
5. Anyone who receives the shared link can open it in any browser to access the dashboard.

• Similarly if you want to share the entire Dashboard then click on "Dashboard Sharing options"

• Copy the "Secret address" and share it.

Unpublish

1. To remove a dashboard from the portal, click on the "Unpublish" option.
2. The dashboard will be removed from the portal, but it will not be deleted or removed from Analytics Dashboard.

Note : As shown in the above image, the dashboard is currently in an "Unpublished" state. It can be published and shared at any time to make it visible in the portal.

Archive

1. Archive is nothing but Deleting the Dashboard in our case.
2. When ever you want to delete Dashbord then Click on the "Archive" option , Selected dashboard will be deleted.

Note : Once the Dashboard is Archived we cannot get it back.