Add a Dashboard
Overview
When you create a new dashboard, the system generates an empty container that serves as the foundation for your data visualizations. This container is designed to hold widgets, which are individual visualization elements that display specific data points, metrics, or insights.
After the dashboard container is created, you can begin adding widgets to transform this empty container into a dynamic, information-rich tool. Each widget can be customized to represent different types of data, such as charts, graphs, or tables, allowing you to tailor the dashboard to meet your unique needs and objectives. By carefully selecting and arranging widgets, you can create a comprehensive visual overview of the data that matters most.
Getting Here
To add a new dashboard to Fusion, use the following steps.
- Navigate to Dashboards > All.
- Click ADD DASHBOARD.
- Complete the form fields.
- Click SAVE.
Form Fields
Name
- Description: A required field where you input the name of the new dashboard.
- Usage: Enter a unique and descriptive name for the dashboard. This name will be used to identify the dashboard in the system.
Description
- Description: An optional field to provide a brief description of the dashboard.
- Usage: Use this field to describe the purpose or contents of the dashboard, helping others understand its focus.
Collection
- Description: A dropdown menu where you can select the collection to which this dashboard belongs.
- Usage: Choose an appropriate collection to organize the dashboard within the system. Collections help in categorizing and retrieving dashboards.
Date & Time
- Options:
- INHERIT: Inherits the date and time settings from a global or default configuration.
- CUSTOM: Allows customization of the date and time settings for this dashboard.
- Usage: Select the appropriate setting based on whether the dashboard should use inherited settings or require a custom date and time configuration.
NQL Mode
- Options:
- GLOBAL: Uses the global NQL (Network Query Language) settings.
- OVERRIDE: Overrides the global NQL settings with those specific to this dashboard.
- APPEND: Appends additional NQL settings to the global configuration.
- Usage: Choose the NQL mode depending on how you want the dashboard to interact with global NQL configurations.
Color Palette
- Description: A selection of color palettes that can be applied to the dashboard's visual elements.
- Usage: Choose a color palette that best fits the visual style or branding requirements of the dashboard.
Options
- Public Visibility
- Description: A checkbox to make the dashboard publicly visible.
- Usage: Check this option if the dashboard should be accessible to users outside of your immediate team or organization.
- Prevent Auto Loading (requires NQL search)
- Description: A checkbox to prevent the dashboard from automatically loading data without an NQL search.
- Usage: Use this option if you want to restrict data loading until specific queries are made.
- Add to Favorites (greyed out)
- Description: A checkbox to add the dashboard to your favorites list.
- Usage: This option becomes available after adding elements to the dashboard.
- Set as Your Homepage (greyed out)
- Description: A checkbox to set this dashboard as your homepage within the system.
- Usage: This option becomes available after adding elements to the dashboard.
- Set as Company Homepage (greyed out)
- Description: A checkbox to set this dashboard as the company-wide homepage.
- Usage: This option becomes available after adding elements to the dashboard and may require administrative privileges.
- Set as Event Template (greyed out)
- Description: A checkbox to set this dashboard as a template for events.
- Usage: This option becomes available after adding elements to the dashboard.
Save Button
- Description: A button to save the dashboard.
- Usage: Click this button to save the new dashboard with the configurations specified in the form.
Cancel Button
- Description: A button to cancel the creation of the dashboard.
- Usage: Click this button to discard the form and not create the dashboard.
Ownership
- You are the owner and author of dashboards you create.
- Your name appear in the Author column of dashboard tables.
- Dashboards you create display on the My Dashboards page.
Updated 17 days ago