Displaying metrics on a dashboard

Dashboards are used to display a set of related metrics. Dashboards are highly flexible, empowering you to create unique displays tailored to your specific needs and audience. This flexibility enables you to mold your data to effectively inform others and illustrate progress toward your business goals. A diverse set of editing options means you can individualize each dashboard display.

When interacting with a dashboard, available options depend on whether you are in View mode or Edit mode.

The article includes the following:

Finding your dashboards

The Dashboards List page displays all of your dashboards.

To open the Dashboards List page:

  • In the left navigation sidebar, click Dashboards.

From here you can share and delete existing dashboards or add new dashboards. You can also search for a dashboard (based on its name or its owner’s name) and filter to find either all of the dashboards or only the ones you created.

Note: If you’re doing a string-based search (more than 1 word, separated by spaces) enclose your string in quotes (“ “). Otherwise, your search will filter based on each individual word you enter in your string.

The following details display in your Dashboards List page:

  • The dashboard name
  • The dashboard owner
  • When the dashboard was created and when it was last modified (updated)

Selecting a dashboard from this list opens it and adds it to your list of dashboards (for quick access) in the left navigation sidebar. Your 5 most recently opened dashboards display there, in alphabetical order.

Adding and deleting a dashboard

To add a dashboard:

  1. In the left navigation sidebar, click Dashboards to open your Dashboard List page.
  2. Click + New Dashboard.
  3. Enter a name for the dashboard by either selecting the text in the title text field or by entering a name in the properties panel under Dashboard Name.
  4. Click Save.

To delete a dashboard:

  1. In the left navigation sidebar, under Dashboards, click the dashboard you want to delete.
  2. Click the 3-dot menu in the upper-right corner of the dashboard and click Delete.

Note: You can also delete a dashboard from your Dashboard List page, which opens when you click Dashboards in the left navigation sidebar. From here you can delete individual dashboards or select multiple dashboards to delete them all at once.

View mode

View mode enables you to set personal options for your dashboard. The customizations you make while in View mode persist locally and are only visible to you. To make permanent changes to a metric on your dashboard, you need to be in Edit mode. The changes you make in Edit mode are visible to you and others.

When in View mode, you can:

  • Select the date range and dimensions by which to filter all metrics on the dashboard (by selecting an option from the drop-down list and calendar at the top of the dashboard).
  • Share the dashboard. Learn more about sharing here.
  • Revert clears any personal modifications you’ve applied, resetting your view of the dashboard and its metrics to the last saved version.
  • Delete the dashboard. (This option is only available if you created the dashboard or have been granted Edit access to it.)
  • Enter Edit mode. (This option is only available if you created the dashboard or have been granted Edit access to it.)
  • Access the following options for individual metrics on the dashboard (by clicking the 3-dot menu for each metric):
  • Expand/Collapse - Interact with your metrics while in full-screen mode. Once one metric is expanded, you can navigate between all of the metrics on a dashboard. Options are accessed from the expanded metric’s 3-dot menu. When you’re done exploring, click the button to collapse the metric and return to your dashboard.
  • Go to (name of the metric) - Navigate to the metric's Explore View page. If this is a visualization that displays data for more than one metric, select which individual metric you want to go to.
  • Add to dashboard - Add the metric to an existing or new dashboard.
  • About - Display information about the metric, including (if applicable) the name of the metric view (which displays at the top of the window), the name of the source metric (if you click the link beside 'Metric', you open the metric in its Explore view), the owner, when it was last refreshed and last modified, and a definition with the formula (if it was created using one of the metrics from MetricHQ). If this is a visualization that displays data for more than one metric, select which individual metric you want to learn more about.

Edit mode

Edit mode is used for authoring and editing dashboards for you and your team. When you make changes in Edit mode, you are setting the default display that everyone will see when viewing the dashboard and its metrics.

Edit mode options range from simple modifications, like adding metrics, images, and text boxes to a dashboard and modifying the dashboard layout, to more integral edits, such as adding multiple metrics to individual visualizations, selecting an alternate date range, choosing a different visualization type, and viewing cumulative data and trend lines.

When you add a dashboard, you enter in Edit mode, where you can interactively make adjustments to your dashboard and each of its metrics. To enter Edit mode for an existing dashboard, click the Edit button in the upper-right corner of the dashboard.

Notes:

  • You can edit dashboards that you create and those to which you have Edit access.
  • Your edits only take effect after you click “Save”. If you previously made personal modifications to the dashboard, those with shared access to it must choose the "Revert" option (accessed from the dashboard’s 3-dot menu) to see the new saved version.

This section includes:

Adding and removing metrics

Each dashboard can display up to 15 metrics.

The following procedures describe how to add an existing metric to a dashboard. You can create and add a new metric by selecting Create a new metric instead.

To add a metric to a dashboard:

  1. In an open dashboard, click theEdit button in the upper-right corner.
  2. In the dashboard toolbar, click Insert, and select Metrics from the drop-down list.
  3. From the Display drop-down list, choose the category of metrics you want to select from (see below).

  1. Click thebutton beside the metric(s) you want to add to the dashboard.
  2. When you’re finished adding metrics, click Done.
  3. Click Save.

Note: You can also add a metric to a dashboard from the metric's Explore View page by clicking the 3-dot menu beside the metric's name and then clicking Add to dashboard .

To remove a metric from a dashboard:

  1. In an open dashboard, click the Edit button in the upper-right corner.
  2. Click the metric you want to remove and then click the Remove button in the dashboard toolbar.
  3. Click Save.

Adding images

Add colour, context, and vitality to your dashboard with images!

We support the following image file types: PNG, JPEG, and SVG. The maximum file size is 10 MB.

Note: Images don’t count toward your 15 metric limit for a dashboard.

To add an image to a dashboard:

  1. In an open dashboard, click the Edit button in the upper-right corner.
  2. In the dashboard toolbar, click Insert, and select Image from the drop-down list.
  3. Select the image to insert.

The image is added to the first available space on the dashboard and can be resized by clicking and dragging its bottom-right corner.

  1. Click Save.

Note: You can duplicate or remove an image by clicking the image (with the dashboard in Edit mode) and selecting options from the dashboard toolbar.

Adding text boxes

Add titles and descriptions to your dashboard with text boxes. You can also insert UTF-8 characters and emojis. In addition, keyboard shortcuts, such as copy/paste and undo/redo, are supported.

To add a text box to a dashboard:

  1. In an open dashboard, click the Edit button in the upper-right corner.
  2. In the dashboard toolbar, click Insert, and select Text from the drop-down list.

The text box is added to the first available space on the dashboard and is ready for you to modify with your own information. You can resize the text box by clicking and dragging its bottom-right corner.

  1. Click the text box to display the properties panel, where you can apply and modify formatting.
  2. Click Save.

Note: You can duplicate or remove a text box by clicking it (with the dashboard in Edit mode) and selecting options from the dashboard toolbar.

Adding multiple views of a metric

You can add multiple copies of the same metric to a dashboard and then create unique representations of the data by applying different filters and segmentation to each copy.

Note: You can also create multiple copies of an image or a text box on a dashboard by clicking the image or text box (with the dashboard in Edit mode) and selecting the Duplicate button in the dashboard toolbar.

To duplicate a metric:

  1. In an open dashboard, click the Edit button in the upper-right corner.
  2. Click the metric you want to duplicate and then click the Duplicate button in the dashboard toolbar.
  3. Click Save.

Adding dashboard filters

Adding dashboard-wide filters enables you to display related metrics in context and more easily compare and showcase your data.

To add dashboard filters:

  1. In an open dashboard, click the Edit button in the upper-right corner.
  2. In the dashboard toolbar, click theAdd and remove filters button and select the dimensions you want to display on your dashboard.
  3. Click Save.

Modifying the dashboard display

You can modify your dashboard display by resizing individual metrics and reordering their position on the dashboard.

To resize and reorder metrics:

  1. In an open dashboard, click the Edit button in the upper-right corner.
  2. Click and drag the bottom-right corner of a metric to resize it.
  3. Click and drag a metric to change its position on the dashboard.
  4. Click Save.

Choosing dashboard date range and filter settings

You choose date range and filter settings at the dashboard level. Your choices will apply by default to all metrics on the dashboard, however, colleagues who view the dashboard can optionally make personal changes to these settings.

Notes:

  • You can set the dashboard date range and modify its filters in either View or Edit mode.
  • If you modify the filters and want to return to the dashboard’s original settings, click the 3-dot menu for the dashboard and select Revert
  • You may notice some date ranges are not available. That's because the range of historical data you can access is dependent on your pricing plan. Learn more here.

To choose the dashboard date range:

  • Select from the drop-down list and calendar options at the top of the dashboard. You can choose from our pre-set options or click Custom and apply a unique date range.

After adding filters (dimensions) to your dashboard, you can further define the information you want to display by choosing members to display for each dimension.

To choose members for a filter:

  1. On your dashboard, click the filter(s) for which you want to include or exclude members.

  1. Select members as desired.
  2. Click either Include or Exclude.
  3. Click Filter.

If there are a lot of members in your metric, use the Search feature to find them.

Note: If your browser window is too narrow to list all of the filters you've applied, click the Filters applied button, to view and modify your list of applied filters.

Editing individual metric settings

Note that the options available to you when editing depend on the chart type and style and the settings you chose when you created the metric.

To edit an individual metric, with the dashboard in Edit mode, click the metric. The properties panel displays on the right and gives access to the following options:

In the Display tab:

  • Title - Rename the metric.

  • Chart Type and Style. Choose a combination of chart type and style to display your data meaningfully. For example, if you want to display data in a chart with stacked columns, you would select Bar / Column as the Chart Type and Stacked Column as the Style.

Available chart types are: bar and column charts, heat maps, line and area charts, pie and donut charts, radar plot charts, summary charts, tables, tree maps, waterfall charts, scatter and bubble charts, and combination charts. Available styles depend on the chart type chosen.

  • Display Top or Bottom - For ranked tables, choose whether to display the Top or the Bottom rows from your data and the Number of rows to display.

  • Break lines for blank values - When there are gaps in data, for example, if data is not refreshed during a time period, you can choose to break the chart lines to show the gaps in data. Alternatively, you can display a continuous line, where a line is drawn between known data points to fill in the gaps. By default, we break lines for blank values but you can deselect this option if you'd rather see a continuous line.

  • Show values as labels - Display values as labels in your chart. This option is not available for tables or summary charts.

  • Legend position - If your visualization includes a legend, choose to display it at the bottom, right, left, or top of your chart. You can also remove the legend by selecting None.

  • Comparison - Choose to either apply no comparison or to compare your data to other time periods (vs a previous period, vs the same period (last year), or vs a custom period). Comparisons are made between equivalent time period types. For example, if the date range selected is "today", then the previous period will be "yesterday". Note that the date range for the dashboard and for the individual metric you are working with must be set to a time period that enables a comparison. For example, if you set the date range for a dashboard to All Time or Maximum date range, it will not be possible to compare to a different time period.

For line and bar charts, the previous period's data displays in the background as a grey dotted line.

Note: The comparison setting is only applicable to bar, column, and line / area chart types. However, this setting does not apply to line charts or stacked bar or column charts when the chart is segmented. For the comparison option to be available, you must set your segmentation to “None” and dates must display on the x axis (unless it's a bar chart, in which case, dates must display on the y axis).

For summary charts and ranked tables:

  • There are a few options to choose from. You can display the percentage change or value change between the current value and the previous value (the delta), or you can show a comparison value (both values display together). Green is used to show a positive trend and red is used to show a negative trend.
  • When comparing data from a partial period, we compare it to a previous partial period. For example, if you are halfway through a month and want to compare to the previous month, your metric will be compared to the same period of the previous month.
  • When comparing, if there is no difference in values, no data available to compare to, or the time period set for the dashboard, or the metric, is not suitable for a comparison (for example, the dashboard time range is set to “All Time” or "Maximum date range") then the chart displays “--”.

  • Trend line - To more easily see data trends over time, you can apply a trend line to your visualization. Select Moving Average if you want to smooth out fluctuations in data so you can more clearly gauge patterns and trends. Select Linear if you want to see a straight line, indicating the general direction in which your data is heading. When you select either option, a line is added to your chart. If you also select Show as cumulative, the trend line is drawn using cumulative data. Trend lines exclude data from incomplete, partial periods.  

Notes:

Trend lines are only applicable to bar, column, and line / area chart types. However, they do not apply to the stacked variations of bar, column, and area charts. If your metric includes trend lines, your visualization will default to a column chart.

For the trend line option to be available, dates must display on the x axis (unless it's a bar chart, in which case, dates must display on the y axis).

In the Data tab:

  • For chart types that support multiple metrics:
  • You can add up to 4 metrics to a visualization, for a total of 5 metrics. When you click the button (as shown below), the Add a metric window opens. Click the + button beside each metric you want to add to your chart. Learn more about multiple metrics here.

Note: Some chart types don’t support multiple metrics. If you add multiple metrics to a visualization that supports them and then change the chart type to one that doesn’t support them, data for the first metric listed in the Data tab will display.

  • For chart types that combine metrics (scatter, bubble, and combination charts):
  • For scatter charts, select the metric you want to display for the X-Axis and the Y-Axis by clicking the button. Learn more about multiple metrics here.

  • For bubble charts, select the metric you want to display for the X-Axis, the Y-Axis, and the bubble Size by clicking the button. Learn more about multiple metrics here.

  • For combination charts, select the metric you want to display as Columns and the one you want to display as a Line by clicking the button. Learn more about multiple metrics here.

  • Aggregation - Choose how you want the metric's value to be aggregated over time by clicking the drop-down arrow beside the metric name, as shown below. Available aggregation methods depend on the type of data in your metric. The selected default aggregation is based on the choice you made when creating your metric.

  • Show as cumulative - Choose to view your metric data as a cumulative sequence by clicking the drop-down arrow beside the metric name, as shown below. Viewing your data from this perspective illustrates growth over a time period.

  • Segment by - Choose the dimension(s) by which you want to segment your data. Breaking down your data enables you to see your business performance from different perspectives. For example, you might choose to segment your sales data based on region, sales rep, or product type.

Note: To optimize clarity in your visualization, we recommend building your metric using fewer than 20 members. If your metric includes > 20 members, all members above the first 20 will be grouped together under “Other” in your visualization.

  • Over - Choose how you want your data to be grouped. Klipfolio automatically sets the time periodicity to use for your metric based on the date range you selected. For example, if you're viewing a date range for your data for the "Last 7 days", the auto-periodicity will be set to "Auto (Daily)". If your date range is "Last 8 weeks", the auto-periodicity will be set to "Auto (Weekly)". You can override the auto-selected time periodicity by choosing an alternate option from the drop-down list. By default, the x axis displays time but bar charts enable you to select either a time dimension to group by or a non-time-related dimension.

In the Filter tab:

  • Select a date range. The Use dashboard date range option is selected by default and applies the date range as set at the dashboard level. You can optionally select Custom to set a unique date range for a metric. You may notice some custom date ranges are not available. That's because the range of historical data you can access is dependent on your pricing plan. Learn more here.

If you chose Custom and you have applied unique filters to the metric, you can access date range setting details by clicking "x" filter. See below:

  • Click the drop-down arrows to filter your data by selecting the members to include for each dimension.

Note: Dimensional member filtering is done at the dashboard level but you can choose to apply unique filters at the individual metric level. Your individual metric settings override those that are set at the dashboard level. For example, if the dimensional member “Germany” is selected at the dashboard level and you select “Greece” at the individual metric level, the individual metric will display data for “Greece” only. When you apply unique filtering, you can access filter details by clicking "x" filters in the metric tile.

Learn more

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