Create Custom Dashboards in Analytics
- 26 Mar 2024
- 4 Minutes To Read
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Create Custom Dashboards in Analytics
- Updated On 26 Mar 2024
- 4 Minutes To Read
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Article Summary
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Dashboards help you visualize your data and help with reporting. You can add contextual Trend Insights, Funnel Insights, and User Journeys to your Dashboards. You can create Dashboards, customize them based on your business needs and use cases, and also export them.
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As a pre-requisite to creating Dashboards, you must create Trend Insight, Funnel Insight, or User Journey.
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For more information on who can create Insights and Dashboards, see Access Matrix for Insights and Dashboards.
Create Custom Dashboards
Use the following steps to create your Dashboard:
- On the Whatfix Analytics dashboard, click Dashboards.
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Click + Create dashboard.
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Click the Edit icon to name your Dashboard.
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The maximum character limit for the name of the Dashboard is 200 characters. Special characters and spaces are supported.
- Enter a Description for your Dashboard.
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The maximum character limit for the Description is 500 characters. This includes special characters and spaces.
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Click Add insight.
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In the Insights panel, hover your cursor over the Insight or search for the Insight you want to add, and then click +Add.
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- Up to 10 Insights can be added to a particular Dashboard.
- The same Insight can be added multiple times.
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- The Insights appear on the grid and you can view the data charts you have added.
- By default, Insights are loaded with the same data chart it is stored as.
- Dashboards can be filtered using the available date filters. To filter data according to specific conditions, see Use Filters in Dashboards.
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- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- By default, the Product analytics data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by cookie values) users. To filter unidentified users for clearer data, see How can I filter unidentified users in Product Analytics?
- Click Save dashboard.
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Click the Star icon to mark your Dashboard as a favorite. Dashboards that are made as favorites appear at the top of the list view, which makes them easier to access.
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Click Export to download your Dashboard as a PDF.
Customize your Dashboards
The following customizations are available for all Insights (Trends, Funnels, and User Journeys) added to Dashboards:
The following customization is available only for Trend Insights:
Drag and Drop Insights
Drag and drop your Insights anywhere across the grid and rearrange them.
Resize Insights
Resize the Insights on the grid, and the charts get resized accordingly.
Copy Insights
On the Insight, click the More icon, and then select the Make a copy icon to create a copy of the Insight.
Remove Insights
On the Insight, click the More icon, and then select the Remove icon to remove an Insight.
Note
Deleting an Insight on the Dashboard has no impact on the actual Insight.
Change the chart type for Trend Insights
Change the chart type of Trend Insights as required.
Customize the Table view for Trend Insights on Dashboards
The following customizations are available only for a Trend Insight visualized as a Table on Dashboards:
- Show or hide columns in the table
- Show a specific number of rows in the table
- Search
- Export
- Pin or unpin columns
- Preserve sorting state
Show or hide columns in the table
The table view can have only specific columns as required. By default, the Date breakdown is not selected.
Use the following steps to show or hide columns in the table:
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On the Trend Insight, click the More icon.
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Click the Columns on table icon.
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Select or clear the columns that you require.
Show a specific number of rows in the table
The table view can have only a specific number of rows.
Use the following steps to show a specific number of rows in the table:
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On the Trend Insight, click the More icon.
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Click the Rows on table icon.
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Select the number of rows that you want to visualize.
Search
Search for specific values in your table.
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Click the Clear icon to go back to the original table view.
Export
The table view shows only the top 100 values. You can export the table to view all the data.
Use the following steps to export a table:
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On the Trend Insight, click the More icon.
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Click the Export icon.
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You will receive an email with a download link for the table data.
Pin or unpin columns
Specific columns in the table view can be pinned or unpinned as required. Drag and drop the column that you want to pin, and repeat the same process to unpin the column.
Preserve sorting state
Whenever you sort the columns in the table and save the Dashboard, the changes are always retained in the Dashboard.
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