Creating Custom Analytics Boards
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
You can create multiple analytics boards with needed data. Analytics boards are created based on data from selected folders, projects, and spaces.
Note
For the best performance, it's recommended to avoid having more complex boards.
To create a new custom board:
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Navigate to the Reports section 1 in the sidebar.
Note
If you don’t see this option, click on the More button 2 in the sidebar and select Reports from the list.
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Click the Custom analytics board button 3.
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In the pop-up that appears:
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Enter the name of the board 4.
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Select the space where it belongs 5.
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Add the projects, folders or spaces that contain all the required information to create a board 6.
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Click Create 7.
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Next, add widgets to your board, by clicking the +Select data button 8.
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Select the data that you would like to be shown on your widget (e.g., project owner or project start date). The field that you select is automatically displayed in a suggested widget.
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Next, select the type of widget you want it to be (e.g., Pie Chart, Table, etc). The data that you select is automatically displayed in the suggested view. When numeric data is selected, it's displayed as an Indicator widget. Descriptive data is displayed as a Pivot widget. You can click each visualization button 9 to display the selected fields in that visualization/chart.
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You can add more data if needed from the above panel. To do so click the +Add more data button 10.
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You can use formulas while creating custom widgets. To open the Formula Editor click the fx button while selecting the data for your widget.
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Additionally, you can apply filters or go to the advanced settings to configure the widget 11.
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Click Create 12 to add this widget to the new analytics board.
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After it’s done you can add more widgets 13 to the analytics board or change the board’s title.
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Click Save 14 to create the custom board.
You can add a title to your widget now or after the creation of your widget. To do so double-click the Add Title area 15 above the widget, enter a name for the widget, and press Enter on your keyboard.