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Create Custom Dashboards in Analytics
  • 04 Sep 2024
  • 6 Minutes To Read
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Contents

Create Custom Dashboards in Analytics

  • Updated On 04 Sep 2024
  • 6 Minutes To Read
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  • PDF
Article summary

Dashboards help you visualize your data and help with reporting. Add contextual Trend Insights, Funnel Insights, and User Journeys to your Dashboards. Create Dashboards, customize them based on your business needs and use cases, and also export them.

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Create Custom Dashboards

Use the following steps to create your Dashboard:

  1. On the Whatfix Analytics dashboard, click Dashboards.
    ia_left%20nav_dashboards

  1. Click + Create dashboard.
    create_dashboard

  2. Click the Edit icon to name your Dashboard.
    add_title

Info

The maximum character limit for the name of the Dashboard is 200 characters. Special characters and spaces are supported.

  1. Enter a Description for your Dashboard.
    dashboard_description
Info

The maximum character limit for the Description is 500 characters. This includes special characters and spaces.

  1. Click Add insight.
    Dashboard_add_insight

  2. In the Insights panel, hover your cursor over the Insight or search for the Insight you want to add, and then click +Add.


Whatfix enables you to create multiple tabs in a particular Dashboard and organize Insights better. For more information, see Add Tabs in a Custom Dashboard.

Info
  • Add up to 20 Insights to a particular Dashboard.
  • Whatfix enables you to add the same Insight multiple times.
Note
  • The Insights appear on the grid.
    dashboard_loading_with_insights
  • By default, Insights are loaded with the same data chart it is stored as.
  • Dashboards can be filtered using the available user filters. To filter data according to specific conditions, see Use Filters in Dashboards.

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  1. Click Save dashboard.
    save_dashboard
Info

  • 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.
    Dashboard_star

  • Click Export to download your Dashboard as a PDF.
    Dashboard_export

  • Click Default to view the Insights within the Dashboard loaded with the same date range it is stored as.
    default_date_in_dashboards

  • Click Custom, and then click the required time frame to view the Insights within the Dashboard in the custom date range.
    custom_date_in_dashboards

Customize your Dashboards

The following customizations are available for all Insights (Trends, Funnels, and User Journeys) added to Dashboards:

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.
click_make_a_copy_in_dashboards

Remove Insights

On the Insight, click the More icon, and then select the Remove icon to remove an Insight.
click_remove_in_dashboards

Note

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

Copy insight ID

If you want to export an Insight using an API, you must have the Insight ID. Whatfix enables you to copy the Insight ID from Dashboards. On the Insight, click the More icon, and then select the Copy insight ID icon.
click_copy_insight_id_in_dashboards

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

Open Insight

On the Insight, click the More icon, and then select the Open Insight icon 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 are automatically updated to all the Dashboards where the Insight is added.
Open_insight_in_dashboard

View Insight description

On the Insight, hover over the i icon to view the Insight's description. The Insight's description enables your stakeholders to understand what the Insight is about and how it's related to the Dashboard.
insight_description_ei

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The description is added while creating the Insight.

The following customizations are available only for Trend Insights:

Change the chart type for Trend Insights

Change the chart type of Trend Insights as required.
click_change_chart_type_in_dashboards

View and apply filters

You may have added Event or User Filters to your Trend Insight to drill down on the data. This Trend Insight may be added to a Dashboard for reporting. Whatfix enables your stakeholders to view the filters you've added and add their filters.

A blue dot indicates that the added Insight consists of Event or User Filters.
click_filter_icon_in_dashboard

Click the Filter icon to see the following:

  • The number of Event or User Filter values added

  • The values of the Event or User Filters by which the data is filtered


In the example, an Event Filter and a User Filter are applied on the Self Help Search event.
Event Filter: Search term (Filtered for 9 specific terms)
User Filter: City (Filtered for one city)

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Whatfix enables you to apply more filters to the Insights added to Dashboards but you cannot save them to the Dashboard or export them. The additional Insight-level filters you apply to Insights added to Dashboards are view only.

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:

dashboard_table_data_chart

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:

  1. On the Trend Insight, click the More icon.
    click_more_icon_on_dashboard

  2. Select the Columns on table icon from the dropdown.
    dashboard_click_columns_on_table

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

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:

  1. On the Trend Insight, click the More icon.
    click_more_icon_on_dashboard

  2. Select the Rows on table icon from the dropdown.
    dashboard_click_rows_on_table

  3. Select the number of rows that you want to visualize.
    select_rows_in_dashboards

Search

Search for specific values in your table.


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Click the Clear icon to go back to the original table view.
clear_search_value_in_dashboard

Export

The table view shows only the top 100 values. Export the table to view all the data.

Use the following steps to export a table:

  1. On the Trend Insight, click the More icon.
    click_more_icon_on_dashboard

  2. Select the Export icon from the dropdown.
    click_export_table_in_dashboards

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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