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.
Edit Dashboard
Create a Dashboard
There are two ways to create a Dashboard.
When you click the "+ New Dashboard" button, you'll create a new Dashboard. This Dashboard will automatically be saved to your "My Dashboards" section in the Sidebar.
When you make a report and want to add it to a Dashboard that doesn't yet exist, click the "Add to" button in the top right of the report. Click Dashboard from the dropdown. Under the "Add to Dashboard" section at the bottom, select "Add to New Dashboard" and then "Save and Go". This will make you a Dashboard with the report on it. It will be in your My Dashboards section called "New Untitled Dashboard". It can be renamed from the Dashboard Activity.
Add Charts to a Dashboard
There are 2 ways to add a chart to a Dashboard.
Use the "Add Content" section on the Dashboard. This allows you to add Text, Images, Media, find existing Reports in Global Search, or jump directly to building a new Report of a specific type without leaving your dashboard.
If you have already executed or built a new Formula - Query, Funnel or Retention Reports - you can add the Chart to an existing Dashboard. If you want to stay where you are and run another analysis, you can just use the "Save" 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 (three dot) 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.
Add Media to your Dashboard
Add Images to a Dashboard
You can add gifs or static pictures to your Dashboards. First edit your dashboard, then click the "+" sign between reports, click Media, and then select your file from the file picker. Images added to a dashboard can be resized like reports.
Add Videos to a Dashboard
Media from Loom and YouTube can also be embedded onto Dashboards. This feature gives you the flexibility to continue to put relevant content at the forefront of Dashboard design. Media embeds are easily available alongside adding text and images in the Dashboard editing workflow. First edit your Dashboard, click the "+" sign between reports, click Media, and then add the URL of your desired video.
Dashboard Organization
Dashboard Sections
Favorite Dashboards - This section is what users will see when they favorite a Dashboard for the first time. Dashboards are favorited via their new three dot menu on the right of their title card in the sidebar.
My Dashboards - This section is what users will see when they make their own Dashboard for the first time. This will allow them to see all of your unpublished Dashboards.
Dashboards here are still visible via Search or shared links with team members.
Published Dashboards - This section is what all users will see by default. It contains all Dashboards that have been published by users. Read more below about how to Publish your Dashboards.
How to Publish Your Dashboards
After you create a dashboard it's automatically added to your My Dashboards location in the left navigation. This is where it will stay until it's Published or Deleted.
Once the dashboard is complete and ready to be shared you'll most likely want to Publish it so other team members can easily see it on their Published Dashboards.
Follow these steps to Publish your Dashboards:
Locate your Dashboard in the My Dashboards location in the left navigation.
Hover over the Dashboard name until the vertical 3 dot menu is visible.
Click the vertical 3 dot menu and find "Publish".
Click "Publish" and locate the appropriate location for your new published dashboard.
You're able to drop it into the main Published location or navigate to the file folders.
When you've found the appropriate location click "Publish Here" in the lower right corner
How to Unpublish Your Dashboards
After you publish a dashboard you may realize it was done in error, there is something you'd like to modify or it's just a bit of tidying up you're able to Unpublish dashboards as well.
Follow these steps to Unpublish your Dashboards:
Locate your Dashboard in the Published Dashboards location in the left navigation.
Hover over the Dashboard name until the vertical 3 dot menu is visible.
Click the vertical 3 dot menu and find "Unpublish".
Click "Unpublish"
Confirm you want to "Unpublish" the dashboard and it will appear back in your My Dashboards location.
Manage your Dashboards and Folders
When looking at the sidebar in the Dashboards activity, there are several three dot menus:
Published Dashboards menu - This is now where users create Folders. Folder creation is only available in the Published Dashboards section.
Folder menu - This is where the user can find options to rename or delete a folder.
Dashboard menu - Users can Copy URL, Favorite/Unfavorite, Publish/Unpublish, Move, Duplicate, and Delete Dashboards. These actions are contingent on having the right User Permissions or being the owner of that Dashboard. If you don't have the right access to select an option, it will be grayed out.
Dashboard Permissions
To ensure only the appropriate users make edits to Dashboard we allow Dashboard owners (the person who originally made the dashboard) to assign Entities to other users. There are four Entities a user can see on a Dashboard.
Owner - The owner is the user who owns the Dashboard. By default this is the creator of the dashboard. The owner has full permission to edit the dashboard, delete it, manage permissions, and manage schedules.
Manager - A Manager can edit the dashboard, update user access permissions, and manage schedules like the owner, but can not delete the dashboard.
Editor - An Editor can edit the dashboard, but can not update user access, delete the dashboard, or manage schedules.
Viewer - A Viewer can view the Dashboard, refresh it, and add filters to it. By default all users are Viewers of a Dashboard.
How to set Dashboard Permissions
When you've created a dashboard and want to collaborate with others on it you will:
Click the people icon under the dashboard filter icon in the upper right hand corner of the dashboard.
Search for the user(s) you'd like to allow permissions to modify the dashboard
Click them and set their level of permissions as needed
Click confirm
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 dashboard name and then select "Copy URL". You can also use the Link Icon in the top right of the dashboard. When shared the link will open the temporary filtered view showing all filters applied to the dashboard.
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
iicon on the Chart you'd like to change/editClick
Show in Formulato 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:
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 Layout
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
Duplicate 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/ Publish 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.
Dashboards can only be deleted by the dashboard owner.
The underlying charts will NOT be deleted
Dashboards are visible to everyone.
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 |