Key concepts

The concepts in this section are key to successful dashboard design.

Document

A document stores metadata of the entity configuration, such as roles, users, metrics, records, views (dashboard definitions). A document may also reference other entities (other documents). All the documents for a project are found on the left panel (Documents Tree) in Admin Console and in Studio.

Views

A view is a design canvas in which you lay out the components that make up a dashboard page. A View can contain one or more components. A View can be a full dashboard page or a portion of a page placed within another View, allowing a View to be reused within multiple pages. Charts, grids, and other components are created by placing them in a View.

Filtering

Use filters to view a subset of the data. For example, a filter on a Country dimension would allow a user to view data for a specific country or countries without viewing all of the available data.

You can create a filter with multiple levels on any dimension of a metric. Use filter groups to limit some or all components within a view.

Chart, grid, record grid and scatter chart

You can configure the dashboard to show a specific type of chart or grid by default. This default can be locked down so that the user cannot change it, or the user can be allowed to change chart types dynamically, such as from a line to a bar chart, or changing a graphical chart into a grid that shows rows and columns of numbers.

Change the display type by selecting Edit from the context menu of the component.

Pivot table

By default, the pivot table does not appear on a chart. This option is available in the Preview and Viewer modes when you right-click a component. Also, you switch to pivot tables in the View when designing a dashboard: double-click the component, and then right-click and select Pivot. See also pivot context menu for more information.