Create a Custom Dashboard
outline
A custom dashboard is a large-scale report that visualizes various reports by arranging them in a desired configuration so that important indicators can be intuitively checked. DFINERY can be saved through Data Explorer, or a newly created report can be created and combined as a widget to create a dashboard.
Setting up your dashboard
Create a new dashboard
1.Go to
the Analytics > Dashboard
menu and click
the Create New Dashboard
button.
2. A dashboard consists of multiple widgets. Click
the Add Widget
button.
3. The widget can load a saved report (
Load Saved Report button
) or directly create a new report (
Create New Report button
).
4. After completing widget creation, enter a dashboard name and
save
.
1. Load from saved report
a. Select report
- Report Type : Select one of the report types provided in the Report menu.
- Report Search : If you have many saved reports, you can search to find them.
- Select report : Select the report to add as a widget to the dashboard.
b. Check your data
- Check the saved report and make changes if necessary.
c. data visualization
- Title : Enter the title to be displayed on the widget.
- Whether to apply global filter : Select whether to apply the date range specified on the dashboard or separate the period by setting the date range to individual reports.
- Type : Select the form to be displayed in the widget. Detailed options that can be set depending on the type are added.
- Select Metric : Select the metric to be displayed in the widget.
2. Create a new report
a.
Select report type: Select one of the report types provided in the Report menu.
b.
Check Data: Construct a report to display in the widget.
c. Data visualization:
- Title : Enter the title to be displayed on the widget.
- Whether to apply global filter : Select whether to apply the date range specified on the dashboard or separate the period by setting the date range to individual reports.
- Type : Select the form to be displayed in the widget. Detailed options that can be set depending on the type are added.
- Select Metric : Select the metric to be displayed in the widget.
Edit your dashboard
- Add widget : Add a new widget to the dashboard.
- Edit Layout : Adjust the position and size of saved widgets.
- Display schedule in widget : Select whether to display the date in the saved widget.
3. Check dashboard analysis results
global filter
A global filter is a filter function to commonly reflect the period, attribution type, and other conditions to all widgets created on the dashboard. Through the global filter, you can check the report by collectively applying filtering conditions to multiple widgets created on one dashboard.
1.in the upper-right
Click
the Global Filter
button.
2. Set
filtering conditions
to be commonly reflected in all widgets.
3. When you press
the OK button
after completing the settings, all widgets that have not applied
custom filtering
will reflect the global filter conditions.
[[Quote:Guide:Small]] What is
custom filtering
?
Custom filtering
refers to filtering conditions applied separately for each widget. It operates independently from global filtering, and if custom filtering is applied, it is
displayed as an orange funnel icon
in the upper right corner of the widget.
Example of custom filtering application
Relative time settings
The relative concept of Data Range is This is a setting concept that automatically calculates the relative time period at the time the dashboard is viewed. For example, Data Range Then select as opponent If you apply a filter by setting the period to the past 7 days, you can check the report based on data up to 7 days prior to viewing the dashboard.
Example of setting the relative period to the last 7 days
