Creating a Dashboard

Creating a Dashboard

 

Detailed information on creating a Customer Insights Dashboard


IN THIS SECTION
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Creating a Dashboard: Overview
As cool as they are, Dashboards don't create themselves.
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Creating and Naming a Dashboard
You can't create a Dashboard without naming it first.
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Adding Tiles to a Dashboard
Because you want your dashboards to be useful.
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Adding a Query Tile to a Dashboard
Adding a Dashboard-specific visualization.
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Adding a Look Tile to a Dashboard
Adding a visualization that can be shared among
Dashboards.
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Adding Notes to a Query Tile or a Look Tile
Because pictures don't always speak for themselves.
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Editing a Query Tile or a Look Tile
Make those tiles look and act the way you want them to.
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Adding a Text Tile to a Dashboard
Add some descriptive text to your Dashboard.
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Using Markdown to Format Text Tiles
Using Markdown to format Customer Insights text tiles.
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Moving and Resizing Tiles
A place for everything, and everything in its place.
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Dashboard Filters
Because there is such a thing as having too much data.
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Adding a Filter to a Dashboard
Adding a Dashboard-specific filter.
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Requiring a Filter to Run a Dashboard
Suppress data display until the user filters that data.
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Limiting Filters to a Single Clause
Prevent users from creating OR queries.
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Linking Filters
Dynamically change filter values based on other filter values.
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Configuring Dashboard Settings
Change the name, enable/disable auto-refresh, change the ....
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