Creating a Dashboard
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Availability: Legacy Professional, Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free.; |
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Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
All users with paid accounts, except for Collaborators and Contributors, can create new dashboards, provided they have admin access to the space where they wish to create them.
Users have the ability to create new dashboards within specific spaces, tailoring them as powerful, customizable tools for organizing and displaying essential data, metrics, or information relevant to particular tasks, projects, or teams.
Dashboard Customization: Users can personalize these dashboards to suit their unique needs, integrating a variety of widgets, charts, graphs, and other visualization tools. This customization facilitates improved data analysis and aids in the decision-making process within your workspace.
Tip
When designing your dashboard, consider which types of visual aids (like charts or graphs) will best represent your data and assist in your strategic planning.
You can create Dashboards as tools in spaces. To create a new dashboard:
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Open the space in which you would like to create a new dashboard.
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Click the + 1 button next to Tools in the sidebar.
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Select Dashboard 2 from the list.
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A window opens in which you can select the type of widget you want to create 3 .
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Click on the type of widget you want.
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Your new widget is added to a newly created dashboard.
After your dashboard is created you can rename it and share it with your team or externally via Public links. By default dashboards you create are private.
You can create dashboards using templates, simplifying the setup of common analytical workflows. Here's how you can make the most of dashboard templates:
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Open the space or tool folder in which you would like to create a new dashboard.
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Click the + 1 button next to Tools in the sidebar.
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Select Dashboard 2 from the list.
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Select the Templates 3 section.
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Click on the type of template as per your requirement 4.
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Your dashboard has been created.