The Dashboard tool is great for viewing trending and wave based survey data; projects within tabx can have new data appended to them at ant point. To use the Dashboard, Charts and Tables must be enabled for that project.
Projects can contain multiple dashboards per user. The project hiearchy is as follows:
When a user views the dashboard tool for the first time, a default dashbaord will be created containing a default chart+table combo. To add another Dashboard, for that user, to the project:
Dashboards can only be removed by License Administrators and Editors with access to that project. See the Basic Project Management article for more information.
A Dashboard is constructed using “Cards” which are Chart + Table pairs, Filter or Variable Controls, Gauges or Text/Image blocks. The cards and their settings are unique to that user, and the Dashboard tool. To add a card to the Dashboard tool:
Every Chart on the Dashboard tool also has a corresponding table. These tables are hidden by default, but can be shown in the dashboard:
Likewise, the chart counterpart to the table card can also be turned off, but only if the table card is visible:
Cards are organised into layers on the dashboard. The default layer is 1, however the range of layers is 0 – 20. The lower the layer, the “further back” that card will display. The card’s layer can be set in that card’s settingsa dialogue.
For example, you may want to add a small icon over a chart – to do this, set the Chart’s layer to 1, then add a Text / Image card, setting it’s layer to 2. The text / Image card can now be dragged on top of the Chart card.
Cards can be moved and resized and this is best done on a desktop PC or Laptop, as some touch devices will be unable to register the drag attempt. To move or resize a card:
Cards can also be controlled down to a pixel level accuracy from the Sidebar > Dashboard Cards section.
You can undo your last resize or movement of Dashboard Cards by clicking the Undo button on the top header bar.
Any Chart / Table card can be configured by clicking the Settings button in the top right of the card. The configuration process can be viewed here.
Any Control, Gauge or Dashboard Switcher card can be configured by clicking the button in the top right of the card. The configuration process can be viewed here.
Any layout changes you make to the dashboard cards (position and size) are automatically saved.
Once a Dashboard has been constructed, it is often no longer necessary to be able to drag and drop, or resize Cards. Enabling View Mode disables all hover functionality of the cards in the dashboard, allowing a user to interact with the Charts, Tables, Controls and Switchers without affecting layout. To enable View Mode: