Introduction

The Dashboard is a place where you can visualize results from multiple analyses simultaneously. The charts can be refreshed on a schedule to keep track of key metrics. You can create multiple dashboards which contain different charts. All the charts are interactive.

Applying Dashboard Filters

Once a Dashboard is created there may be instances where other users want to filter by some value or change the time period of the Dashboard. This can be done using Dashboard Filters. These filters are temporary and are only visible by the user applying them.

Dashboard Filters

Clicking on the filter icon in the upper right hand corner of the dashboard will open the Filter options. Select the value you want to filter by and/or change the date. When you've made your selections click "Execute".

Sharing a Dashboard link

If you then want to share this filtered view of the Dashboard click the vertical 3 dot menu next to the filter and then select "Copy Dashboard Link". When shared the link will open the temporary filtered view showing all filters applied to the dashboard.

Dashboard Settings & Options

Each dashboard has it's own controls and settings that will impact all charts added to it.

Refresh

Clicking Refresh will bring all analyses on the Dashboard up to the Live date of your Kubit data.
It will refresh back to the Nth day from the Live date depending on the date range you've selected. So if you have data going back 30 days the Refresh will refresh up to the Live date and 30 days backwards.

Create New Schedule

Creating a schedule allows the dashboard to refresh itself at a predetermined schedule, so you don't need to hit the Refresh button.
This will also allow you to receive an email of the new dashboard and any anomalies detected if you have the Alerts feature turned on.
It will ask you to input additional recipients of the email if you'd like others to be informed as well.

Existing Schedules

This will take you the list of all existing Dashboard schedules for this specific Dashboard.

Export to PDF

Download a PDF file containing all charts in the dashboard

Edit Dashboard

This will allow you to use drag-n-drop to rearrange the charts, as well as resize them vertically and horizontally.
You can also click the Dashboard Menu again and change the name of your dashboard.
Make sure you click Save near the top right when you are done

Clone Current Dashboard

Clicking this will let you clone the current dashboard into a new one
This is especially useful when you've created Dashboard Templates that others are encouraged to use as a starting point.
- Simply Clone the Template dashboard and make edits to the newly created one as all charts are now unique to the new dashboard and will not impact the Template.
If you have Dashboard Filters applied and you Clone this Dashboard it will be cloned with those filters applied to all reports on the dashboard.

Move To

You are able to move the dashboard to another dashboard group.

Delete Dashboard

This will remove the Dashboard forever, be sure it's what you want to do.
The underlying charts will NOT be deleted

Dashboards are visible to everyone.

Lock Dashboard

To ensure only the appropriate users make edits to Dashboard we allow Dashboard creators (the person who originally made the dashboard) to Lock and Unlock it.

Locked Dashboard
- Only the Creator can make edits to the Dashboard which includes:
  - Adding/Removing charts
  - Renaming the dashboard
  - Moving charts on the dashboard
  - Deleting the Dashboard
- Only the creator can Unlock a Dashboard
- Default of a newly created Dashboard is Locked
Unlocked Dashboard
- All Kubit users can make edits to the Dashboard which includes the list above.
- The last Editor will be displayed at the top of the Dashboard next to the Creator.

Dashboard Constraints

Only charts created in Query, Funnel, Retention, Path and Data Tables can be added to a Dashboard.
There is a maximum date range for Charts on the Dashboard. When you add a Chart that uses a date range which is beyond those limits, the date range is automatically adjusted down to the maximum. The maximum length of the date range for any analysis that is put on a Dashboard depends on the time unit used for the analysis. Here are the limits:

Time Unit	Maximum Date Range (Days)
Daily	60
Weekly	90
4-Weekly	180
Monthly	180
Quarterly	365
Yearly	365

Edit Dashboard

Add Charts to a Dashboard

There are 2 ways to add a chart to a Dashboard. Once you have executed a Formula - Query, Funnel or Retention - you can:

Add the Chart to an existing Dashboard. There is a shortcut button Add & Go which leads you directly to the Dashboard once the chart is added.
Create a new Dashboard from the current Chart. If you want to stay where you are and run another analysis, you can just use the Add button to add the chart to the Dashboard and then go to it later to arrange its layout.

Delete Charts from a Dashboard

To delete a chart from a Dashboard open the Chart's Context menu and select `Delete from Dashboard`. Select `Delete` from the Delete Confirmation dialog box to confirm.

Change the layout of a Dashboard using drag-n-drop

By default Charts are added to the bottom of the Dashboard. From there you can use Edit Dashboard from the Context menu to enter Edit mode. Once in that mode you can drag-n-drop to move charts up and down or put them side-by-side in the same row as shown below.

You can put up to 3 Charts on a row.

Add Rich Text to your Dashboard

You can add Rich Text to your dashboard. This includes features like controlling font size, bolding, italicizing, underlining, highlighting, line alignment, bulleted and numerical lists, indentation, headers, and linking.

To make rich text available on your dashboard, edit your dashboard via the three dot menu in the top right, click "Edit Dashboard", scroll to the bottom of the Dashboard, click "Add Content", then "Text". From there a place to type will pop up and you can enter whatever text you wish. These Rich Text bubbles can be moved around the dashboard like Reports.

Display Measures created in Query as Numbers

You can tell the Dashboard to display key Measures created in Query as Numbers. When a chart created in Query is added to the Dashboard it is shown displayed for the date range of the analysis with date range constraints applied. When you want to display the result of a Chart as a single Numeric metric Kubit selects the number for the last time unit of the period. You just need to click on the Numeric chart type and save the Chart Settings.

You cannot display charts that have Breakdown configured as one numeric value, as there is not a single number to pick.

When you modify a Compound Measure chart on the Dashboard Kubit always uses the Result and cannot be told to show the value of any of the constituents of the Compound Measure.

Change/Edit a Chart on the Dashboard

You can modify the Query Settings of each Chart by following these steps:

Click the i icon on the Chart you'd like to change/edit
Click Show in Formula to open the Chart in a new tab

Then, you will make your changes in the Report Editor and re-Execute. From there, you'll be able to click the "Replace" button to update the Report on the Dashboard.

You can also modify the Chart Settings of each Chart directly on the Dashboard, namely the:

Chart Type
Y-axis settings
Measure Format
Measure Display

Here's how you change the Chart Settings on a Dashboard:

5 Things To Know When Getting Started With Kubit

Introduction to the Main Nav Items

Dashboard & Report Schedules