Top
Login
Inhalt x
Customize Dashboards for EI
  • 24 Feb 2025
  • 4 Minuten zu lesen
  • Drucken
  • Dunkel
    Licht
  • pdf
Inhalt

Customize Dashboards for EI

  • Aktualisiert am 24 Feb 2025
  • 4 Minuten zu lesen
  • Drucken
  • Dunkel
    Licht
  • pdf
The content is currently unavailable in German. You are viewing the default English version.
Artikel-Zusammenfassung

Whatfix enables you to customize Dashboards based on your business needs and use cases, and export them. Some of these customization options are available on the edit mode of the Dashboard, while others don't require you to edit the Dashboard.

Customize Dashboards

The following customizations are available for both Trend and Summary Insights:

Note:

You can customize your dashboard without entering the edit mode for actions like viewing top metrics, opening an insight, downloading a chart, copying the insight ID, and viewing the insight description.

View top metrics

Insights added to Dashboards display top metrics, such as Total events, Daily average of engagement, the top most engaged event, and more, enabling stakeholders to interpret the chart or graph correctly and view basic data points upfront.
top_metrics_dashboards

Note:

By default, Whatfix displays the top metrics on the Dashboard. Click Hide Metrics to remove them.
ei_dashboard_hide_metric.png

Drag and drop widgets

Use the drag handle to drag and drop widgets (Insights or text) anywhere across the grid. The position indicator (blue line) enables correct positioning of the widget on the grid.


Note:

Up to four widgets can be positioned in a row.

Resize widgets

Use the resizing bar to increase or decrease the size of the widget (Insights or text). The snapping points (grey dots) that appear at the top help you position the widget correctly.


Note

A row must contain at least two widgets to enable resizing.

Duplicate widgets

  1. On the widget (Insights or text), click the Menu icon.
    dashboards_click_menu_option

  2. Click Duplicate to create a copy of the widget.
    ei_duplicate_widgets.png

Delete widgets

  1. On the widget (Insights or text), click the Menu icon.
    dashboards_click_menu_option

  2. Click Delete to remove the widget.
    dashboards_click_delete_widget

Note

Deleting an Insight on the Dashboard has no impact on the actual Insight.

Open an insight

Click the Open insight icon on the Insight to view the Insight added to the Dashboard. The Insight opens in a new page, and Whatfix enables you to make any changes to the Insight. Any changes made and saved to the Insight automatically update all Dashboards where the Insight is added.
dashboard_click_open_insight_icon

Copy insight ID

If you want to export Insights using an API, you must have the Insight ID. Whatfix enables you to copy the Insight ID from the Insights added to Dashboards.

  1. On the Insight, click the Menu icon.
    dashboards_click_menu_option

  2. Click Copy insight ID to copy the insight ID.
    ei_copy_insight_id.png

Note

To know more about exporting Insights using API, contact support@whatfix.com.

View insight description

Hover your cursor over the i icon on the Insight to view the Insight's description. The Insight's description enables stakeholders to understand the Insight's purpose and its relation to the Dashboard.
view_insight_description_i_icon

The following customizations are available only for Trend Insights:

Change the chart type

  1. On the Trend Insight, click the Menu icon.
    dashboards_click_menu_option

  2. Click Chart type and select the desired chart.
    ei_chart_type.png

Download chart

Whatfix enables you to download a Trend Insight added to the Dashboard as a PNG file.

  1. On the Trend Insight, click the Menu icon.
    dashboards_click_menu_option

  2. Click Download chart to download the chart.
    ei_download_chart.png

The insight is downloaded as a .png file to your local drive.

Customize the Table view of Insights on Dashboards

The following customizations are available for Summary Insights and the table view of Trend Insights:

ei_dashboard_table_example.png

Note

The following customization options are available without entering the Dashboard's edit mode.

Show a specific number of rows in the table per page

The table view displays a specific number of rows.

Use the following steps to show a specific number of rows in the table:

  1. On the Insight, click the Page size dropdown.
    ei_dashboard_page_size.png

  2. Select the number of rows to display on a particular page.
    ei_dashboard_row_on_page.png

Search

Search for specific values in the table.


Info

Click the Clear icon to remove the search term.
clear_search_value

Pin or unpin columns

Specific columns in the table view can be pinned or unpinned as needed. Drag and drop the column to pin it, and repeat the process to unpin the column.

Preserve sorting state

When sorting the columns in the table and saving the Dashboard, the changes remain retained in the Dashboard.

Note

You need to be in the edit mode of the Dashboard to save the sorting state.

Download table

Summary Insights are downloaded as a PNG file while Trend Insights are downloaded as a CSV file.

  1. On the Insight, click the Menu icon.
    dashboard_click_menu_on_table

  2. Click Download table.
    dashboards_download_table_date_trends

Note

The download options, Current Page Data and Detailed insight, data are not available for Summary Insights.

  1. Select the required download option.
    download_table_in_dashboard.png
your title goes here
  • Current Page Data: The report is downloaded as a CSV file to your local drive.
  • Detailed insight data: The report is sent to your email as a ZIP file, which you can download and extract.
    For more information, see Download Trend Insights.

The following customization is available only for the table view of Trend Insights:

Show or hide columns in the table

Note

The following customization option is available without entering the Dashboard's edit mode.

Show or hide columns in the table

The table view displays only specific columns as needed. By default, the Date Breakdown is not selected.

Use the following steps to show or hide columns in the table:

  1. On the Trend Insight, click the Menu icon.
    dashboard_click_menu_on_table

  2. Click Columns in table.
    dashboards_click_columns_in_table

  3. Select or clear the columns that you require.
    dashboards_select_the_columns_in_table

War dieser Artikel hilfreich?
Verwandte Artikel
What's Next
Datenschutzrichtlinie | Whatfix Glossar | Whatfix Platform Status
Urheberrecht © 2024 WHATFIX TM TM. Alle Rechte vorbehalten.
Change password!
Changing your password will log you out immediately. Use the new password to log back in.
Change profile
Success!
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
Logout