Creating Dashboards

    The dashboard creation experience in Analytics includes:

    1. Accessing the Dashboard creation menu.

    2. Adding a Data Source.

    3. Optional Changing the Visualization.

    4. Saving the Dashboard.

    Access the Dashboard Creation Menu

    You can create a dashboard by selecting the + Dashboard button in the initial screen.

    Creating new dashboard

    This will prompt the New Visualization dialog. Proceed to create a visualization using a data source.

    New visualization dialog

    Add a Data Source

    If your data source is not in the Select a Data Source section, select the + Data Source button in the top right-hand corner. A new pop-up will appear display all data source categories and the available data sources.

    add data source to create dashboards

    If your data source is a spreadsheet in a content manager, you will be able to select, for example, the specific sheet that you want to use in your visualization.

    select a data sheet from an excel file data source

    Available Content

    With Analytics, you can add many content sources, including Dropbox, OneDrive, Box and Google Drive, which will allow you to browse any folders, files or spreadsheets available in them.

    available content in OneDrive datasource account

    In addition, you can also add SharePoint data sources, which means the ability to access any lists or libraries.

    available content in SharePoint datasource account

    Changing your Visualization

    Once your data source has been added, you will be taken to the Visualizations Editor. By default, the Pivot visualization will be selected.

    dashboards first visualization in the visualization editor

    Analytics provides several options to customize the way your information is visualized; you can access the options by selecting the grid icon in the top bar.

    editing visualizations types in editor

    Add labels and values to your visualization and preview them in the right-hand pane. If necessary, you can change your visualization's settings or add filters to it.

    editing visualization fields preview

    Once you have modified the visualization, you will be taken back to the Dashboard Editor. You will see Undo, Redo, and the +Visualization split button on the top right-hand corner. Next to these buttons you will also find the overflow menu of the dashboard where you can choose to change the dashboard theme, switch on/off Auto Layout, export or save the dashboard.

    You can also use the overflow menu in the top right corner of the visualizations to rename, edit, copy or duplicate them.

    Note

    The difference between copying and duplicating a visualization is that duplicating works only inside the same dashboard and the copy option allows you to put the visualization in the same or a different dashboard.

    After copying a visualization, find the Paste option inside the overflow menu of the dashboard you want to paste the visualization in.

    paste option in the dashboard overflow menu

    Applying a Theme

    Once you have continued to your dashboard, you can select the overflow menu ⇒ Theme and switch between Mountain Theme and Ocean Theme as shown below.

    changing the theme of a dashboard

    Save the Dashboard

    Once your dashboard is ready, save it by either selecting the tick icon in the top right-hand corner or by accessing the Save As option in the overflow menu.

    You can save your dashboard in your personal space (My Stuff), or choose any of the workspaces you have joined or created.

    Select a name for your dashboard, and, when ready, click/tap Save here.

    save as menu

    To better organize your space you can create folders in the Dashboard Viewer by clicking on the +Folder button at the top right-hand corner, while in the Save as menu.