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Create Dashboards

Visuals and dashboards allow you to analyze your data in a variety of ways. Add a rich text snippet to provide context to your visual data.

  • A visual is a single view of data source data. They can be stored and added to dashboards using the Visual Gallery.
  • A dashboard is a collection of one or more visuals. The visuals in a dashboard can be based on one data source or multiple data sources. For example, a single dashboard can contain two visuals using Solr, one using Impala, one using Elasticsearch, and another using a fused data source. When you create a dashboard, you must also create at least one visual.

To create a dashboard and its initial visual:

  1. Log into Angles Professional as an administrator or a user who has been assigned to a group with the Administer Dashboards privilege.
  2. Select Dashboards box on the Home page. The dashboard library opens.
  3. Select Create Dashboard. A blank dashboard appears showing options to add a new visual, add an existing visual, or add a rich text snippet.

  4. Select Add Visual to add a new visual to the dashboard. Select Add Existing Visual to add an existing visual on the dashboard.
    • If you select Add Visual, follow the procedure described in Add New Visuals to a Dashboard.
    • If you select Add Existing Visual, follow the procedure described in Add Existing Visuals on a Dashboard.
  5. Select to add a rich text snippet to the dashboard. See Manage Rich Text Snippets .
  6. Save your dashboard. You are prompted to supply a name for the dashboard. After it is saved, the dashboard is a single-visual dashboard until you add additional visuals to it. To add additional visuals to the dashboard, see Add New Visuals to a Dashboard and Add Existing Visuals on a Dashboard.

After a dashboard is created, you can explore its data and work directly with its various visuals. You can modify, copy, export or delete its visuals. In addition, the data on the visual can be filtered (see Filter Data).

Finally, you can share, export, or delete the dashboard.

Published:

Create Dashboards

Visuals and dashboards allow you to analyze your data in a variety of ways. Add a rich text snippet to provide context to your visual data.

  • A visual is a single view of data source data. They can be stored and added to dashboards using the Visual Gallery.
  • A dashboard is a collection of one or more visuals. The visuals in a dashboard can be based on one data source or multiple data sources. For example, a single dashboard can contain two visuals using Solr, one using Impala, one using Elasticsearch, and another using a fused data source. When you create a dashboard, you must also create at least one visual.

To create a dashboard and its initial visual:

  1. Log into Angles Professional as an administrator or a user who has been assigned to a group with the Administer Dashboards privilege.
  2. Select Dashboards box on the Home page. The dashboard library opens.
  3. Select Create Dashboard. A blank dashboard appears showing options to add a new visual, add an existing visual, or add a rich text snippet.

  4. Select Add Visual to add a new visual to the dashboard. Select Add Existing Visual to add an existing visual on the dashboard.
    • If you select Add Visual, follow the procedure described in Add New Visuals to a Dashboard.
    • If you select Add Existing Visual, follow the procedure described in Add Existing Visuals on a Dashboard.
  5. Select to add a rich text snippet to the dashboard. See Manage Rich Text Snippets .
  6. Save your dashboard. You are prompted to supply a name for the dashboard. After it is saved, the dashboard is a single-visual dashboard until you add additional visuals to it. To add additional visuals to the dashboard, see Add New Visuals to a Dashboard and Add Existing Visuals on a Dashboard.

After a dashboard is created, you can explore its data and work directly with its various visuals. You can modify, copy, export or delete its visuals. In addition, the data on the visual can be filtered (see Filter Data).

Finally, you can share, export, or delete the dashboard.

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