Create a box from the list of available graphs
Click on the icon to display the list of available graphs.
Then click the graph you wish to use in the box that you're creating. The loaded box will use the last data set you created. If no data set has been created yet, you will be asked to directly create your first data set.
Create a box from a data set
You can also create a box starting from existing data sets. To do this, select the data set you wish to load by clicking on the icon and then on the data set's name.
A "table"-type box will then automatically be created. You can then replace the table with any other type of graph by using the box editor feature.
Edit your boxes' content and layout
To customise your dashboard, take advantage of our wide range of features enabling you to refine the look of your boxes. You can:
- Move the box by simply dragging and dropping
- Resize the box by clicking the bottom-right corner
- Change its appearance and its content
- Turn it into an interactive box
- Duplicate the box
- Delete the box
To use these options, please hover your mouse over the box you wish to edit or enhance.
Edit a box
Each box has its own settings panel, via which you can adjust the box's behaviour, its content and its final look. To display this settings panel, hover your mouse over the box you wish to adjust, and click on "Edit"
This tab offers various options for the settings of your data set:
(1) Use another data set
(2) Edit the characteristics of the data set used
(3) Replace the data set with a new one
(4) Select the metrics to be displayed in the graph, when several metrics are used in the data set
By default, any box created in the dashboard will "respond" to the parameters defined in the context bar. In other words, if you select another site, or if you edit the time period for which your dashboard displays data, all the boxes will refresh to take this new selection into account.
In some cases (notably when comparing the performance of one site to another, or when displaying KPIs side by side which reflect separate periods), it's particularly useful to be able to modify how the boxes respond.
By default, the "List of sites" option is selected. In order for the box to systematically display data from a single site, no matter the site selected in the context bar, choose the "Fixed site" option, then select the site (or level 2 site) the box should use to display data. If you'd like the site's name to appear in the box, please tick the "Show the site" option.
The box behaviour and options work similarly for the time periods.
In this tab, you'll find all types of charts and graphs available for your data set. You can edit your existing graph by choosing another one among the graphs in this list.
In this tab, you can adjust the display options of the individual graph: number of results rows to take into account, the display format for metrics, the display of averages, minimum and maximum values, etc.
Please note that the available options will vary according to the chart/graph used in the box that you are currently modifying.
Finally, you may tweak the look of your box, by adjusting the thickness and colour of the border, for example, or by giving it a title.
Create interactive boxes
If you want to examine how certain segments of a pie chart are evolving, you can easily create an interaction between your pie chart and a line chart.
To do this, you must first create your pie chart. Then, create a link with a new line chart via the "Customisation" tab of the settings panel.
This will automatically create the line chart in a new box.
In "preview" mode, or in the Dashboards application, simply click on the pie chart segment whose evolution you want to see: the line chart will be automatically updated.