Customization

Customize

To customize your dashboard, click EDIT LAYOUT in the top right corner of the window.

In this mode, you can re-size, rename, rearrange, or delete any of the widgets on your dashboard.

Widgets

To add a new widget, click on + WIDGET. Here you can choose to add a Table, a Chart, or Text.

Table

Select Table option, and this window will open:

Under Datasources, you'll see any Explorations that have been saved via the Data Explorer. If this dashboard is publicly viewable, you will only see Explorations that have been saved as publicly viewable.

Once you've selected a Datasource, you can edit the title and adjust the filters to show exactly what you need. When your table is formatted how you want it, click + ADD WIDGET to add the table to the dashboard.

You can also add tables from Multisource Reports. (To include it on a public dashboard, it must be saved and made publicly viewable).

Chart

If you select Chart, a similar window will open where you can select a Datasource from the available Explorations. From here you can choose a title, select the type of chart, and pick your x-axis and y-axis variables. You can also click SHOW TABLE which allows you to view the exploration in table form, and filter or re-order the data that you'd like to see in your chart. Once you're done, click + ADD WIDGET to add the chart to your dashboard.

If you would like to add a chart from a Multisource report to your dashboard, such as a Build Velocity chart, there are instructions for how to do that here: Build Velocity.

Text

Selecting Text will open a window where you can create static HTML content to add to your dashboard. This can be useful for adding titles, images or simply describing the content of your widgets.

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