Dashboard Designer

The Dashboard Designer of CDP Data Visualization is an intuitive interface for building dashboards that help you to collect, organize, and display related visuals. You can add or link the visuals you have created based on datasets from the same connection or across different connections.

The Dashboard Designer page has the following main parts:
  1. Dashboard Designer top menu bar
  2. Dashboard preview area
  3. Dashboard Designer side menu bar

Dashboard Designer top menu bar

  1. The VIEW button allows you to preview the dashboard at runtime. It is only displayed on the menu bar if you already saved your dashboard.
  2. The LAYOUT button allows you to edit the layout of dashboard visuals. It is only displayed on the menu bar if you already saved your dashboard.
  3. The SAVE button saves all changes to the dashboard.
  4. The Supplemental menu provides access to additional functions:
    • Clone lets you clone the current dashboard.
    • Add to Favorites lets you mark commonly-used dashboards as favorites and quickly find them in a subsequent work session. This menu item is only available after you first saved your dashboard.
    • Set as Homepage lets you change your home screen to the current dashboard. This menu item is only available after you saved your dashboard.
    • Export allows you to export all of the dashboard elements. This menu item is only available after you saved your dashboard.
    • Download as... provides you with options to save your dashboards as images (in png format) and as PDF files.
    • Show Usage Info provides you with profile data.
    • New Dashboard lets you create a new dashboard.
    • Delete Dashboard lets you remove the current dashboard.
  5. The workspace selector allows you to assign your dashboard to a different workspace. Dashboards can belong to public, private, or a custom workspace, but they can only exist in one workspace at any time.

Dashboard preview area

The dashboard preview area shows the contents of the dashboard, that is all filters and visuals you have added to it. You can also find here the title and subtitle of the dashboard. When you start building a new dashboard, this area is empty.
  1. The title area contains two editable fields where you can add the title and subtitle of your choice. Both are empty when you create a new dashboard.
    • enter title...
    • enter subtitle...
  2. The filter area contains the filter controls that allow you to dynamically change the dashboard presentation at run time. Filters can be defined on any column of the dataset by pulling the appropriate field from the Filters menu.
  3. The visuals area contains the visuals of the dashboard. To add visuals here, you can select them in the Visuals menu.

Dashboard Designer side menu bar

  1. The dashboard menu selector enables you to choose between different menus in the Dashboard Designer.
    • Visuals – This menu allows you to add visuals to your dashboard.
      • Recently Created Visuals show you the new visuals added recently.
      • The Connection drop-down list lets you select an alternate connection. It is available in both the Visuals and Filters menus.
      • The Dataset drop-down list lets you select an alternate dataset. It is available in both Visuals and Filters menus.
      • The NEW VISUAL button enables you to start a new visual from within the dashboard.
      • Existing visuals that belong to the specified dataset are displayed lower on the menu. Changing the dataset gives access to other visuals. You can click the visuals to add them to the dashboard.
    • Filters – This menu allows you to add filters to your dashboard.
      • The CREATE CUSTOM FILTER button allows you to create a custom filter based on any parameter and add it to your dashboard.
      • The Connection drop-down list lets you select an alternate connection. It is available in both Visuals and Filters menus.
      • The Dataset drop-down list lets you select an alternate dataset. It is available in both Visuals and Filters menus.
      • Dimensions show you all fields by dataset that you can use as a filter.
      • Measures show you all fields by dataset that you can use as a filter.
    • Settings – This menu provides you with several options for dashboard display settings.
      • General
      • Filter Settings
      • Downloads
      See Customizing general settings for dashboards for more information.
    • Style – This menu provides you with various styling options for dashboards.
      • Dashboard Basics
      • Dashboard Title
      • Dashboard Subtitle
      • Filters
      • Visual Borders
      • Custom Style
      See Customizing style for dashboards for more information.
  2. If you already have a visual or visuals available in the dashboard and you are working on one of them, you can also see the visual menu selector in the side menu bar. It enables you to choose between different menus in the Visual Builder.
    • Build
    • Settings
    • Style
    For more information about these visual menu options, see Visual Builder.
  3. At the top right corner of the Dashboard Designer side menu, you can click the [expand] iconto increase its width. To decrease the size of the pane, you can click the [compress] icon.