This documentation on dashboards will teach you how to view that content and make non-permanent changes like filtering the data or changing a time zone. You’ll also learn how to use the dashboard in other ways, such as downloading the dashboard or use the dashboard to start exploring your own related questions.
- Dashboard Introduction
- Opening a pre-defined Dashboard
- Opening a Saved Dashboard
- Making Temporary Changes to a Dashboard
- Scheduling Dashboard Data Delivery
- Sending Your Dashboard Immediately
- Downloading Your Dashboard
- Exploring the Data Used in a Dashboard
A dashboard is essentially a collection of saved queries, displayed like tiles together on one page:
Dashboards can contain queries that are specific to that dashboard and also can display saved Looks. A saved Look can be displayed on multiple dashboards.
To view a dashboard, navigate to the space that contains the dashboard and click on the dashboard’s name (as shown in the section below).
To learn more about creating and managing your own dashboard, see our 'Creating User-defined Dashboards' page (only available for Explore User).
Opening a pre-defined Dashboard
To open a pre-defined or shared dashboard:
- Click the Analytics menu.
- Click the dashboard name to open the dashboard.
Opening a Saved Dashboard
To open a saved dashboard created by a group member or yourself:
- Click the Analytics menu
- Click on Explore Data or one of the pre-defined dashboards /Looks
- Click on the 4 tiles in the right upper corner
- Select the space
- Personal: dashboards you created
- Group: dashboards you or one of your company members shared with the group
- Shared: pre-defined Looks and Dashboards shared with all Analytics users
- Click the dashboard name to open the dashboard
Making Temporary Changes to a Dashboard
You can make temporary changes to a dashboard without affecting anyone else, such as changing the time zone. If your dashboard has filters, you can also change the filter values to restrict the dashboard to certain types of data.
Changing Dashboard Filter Values
Analytics dashboards often have one or more filters that affect one or more of the tiles. You can change a filter to see how the data changes. You will not affect anyone else by changing the filter unless you edit and save the dashboard.
For example, dashboards often have a filter that specifies the number of days to include. You can see the filter by clicking the Filter section:
Then you can use the dropdown menus to change the filter choices as desired. In the dropdowns, one of the choices is “Matches (Advanced)” which enables you to use advanced filtering choices.
Configuring a Dashboard Time Zone
You can use the time zone drop-down menu to specify the time zone in which a dashboard is run:
You can choose one of the following options:
- Each Tile’s Time Zone to have all tiles run in the time zone in which they were saved.
- Viewer Time Zone to have all tiles run in your user’s dashboard setting.
- Any of the time zones listed in the drop-down to have all tiles run in that time zone.
Scheduling Dashboard Data Delivery
Analytics lets you schedule periodic delivery of your dashboard to email recipients or to other data destinations. See the Scheduling Data Deliveries page for more information.
Sending Your Dashboard Immediately
Analytics lets you send a dashboard immediately in an email to yourself or other people, or send the results to another data destination. See Sending Data Now for details.
Downloading Your Dashboard
Analytics lets you download your dashboard so that you can store or share the current data. You can download the dashboard as a zipped collection of CSV files, or as a PDF. See Downloading Dashboard for details.
Exploring the Data Used in a Dashboard
Dashboards are also starting points for further exploration. You can click the title of a tile to explore its underlying data, or you can click the three dots in the upper right of a tile, then choose to explore from there. Once you arrive at the Explore page you can continue to adjust the query for your particular interest.
You also can click or hover on some elements in the dashboard tiles (such as a slice of a pie chart) to view more details about the data. You can learn the skills to explore the details of a dashboard’s data on the Exploring Data pages.
Now that you know how to view and use dashboards, see this page to learn how to create your own dashboards and add tiles to them.
Or, continue to the next documentation to learn how to view saved Looks in Analytics.