Create a Dashboard
Create dashboards to view the visual representation of the data in Collaborate. As an analyst, you can create a dashboard for both analysts and members.
Steps
To create a dashboard, follow these steps:
Sign in to the Analyst Portal and go to Dashboard.
Click Create Dashboard if you are creating dashboards for the first time, otherwise, click Add Dashboard. Use the following information while adding dashboards:
Dashboard Name: Enter a name for your dashboard.
(Optional) Description: Briefly describe the dashboard. When the dashboard recipients hover over the info icon of the dashboard, they can view this description.
Create Dashboard For: Select if you want to share the dashboard with analysts or members. If you choose to create the dashboard for analysts, you must create the dashboard, and then share it with the intended recipients.
If you choose to share this dashboard with members, you can choose to either create it for all members or select one recipient group for the dashboard:
Member Users: When you create a dashboard for member users, the data aggregated in the dashboard widgets are filtered based on the member users with whom you have shared the dashboard. After creating the dashboard, you can share it by clicking the vertical ellipsis of the dashboard and clicking Share Dashboard. You can then share the dashboard with the intended recipients.
Recipient Group: This dashboard is visible only to the member users in the selected recipient group. The data aggregated in the dashboard widgets are filtered based on the selected recipient group.
Select a Layout: Select the layout for the dashboard. You can either choose a preconfigured template layout or customize the layout based on your preference.
Click Create Dashboard. The dashboard is now created and ready to be populated with widgets of your choice. In the dashboard, click a container to edit it.
You can either add a new widget or modify an existing one. Select the widget that you want to add to your dashboard and click Add. Before adding the widgets, preview them for visual confirmation of how they will appear. You can also search for a specific widget by typing the widget name in Search, or clicking the Category drop-down menu and selecting a category. Note that by using this option, the list of available widgets is contextual and changes based on your input. The widget is now available in the dashboard container you have specified.
Alternatively, you can add a row of widget types. If you hover over a container, a positional tooltip appears, with the options Add Overview Widgets or Add Information Widgets. Select one of these options and specify the number of columns by clicking one of the available options. A row with the widget container types that you specified is now added to your dashboard.
To save your changes, click Save Dashboard.