Creating a Dashboard

You can make a pretty good argument that Looks are the foundation of Customer Insights: after all, Looks are typically where the place you define your queries, where you select your visualizations, and where you filter your dataset. So if Looks can do all that, why would you ever need anything else? Well, we can think of one reason: Looks can only deal with one “thing” at a time. Do you need to see demographics information, login information, account deactivation information, and user registrations by country? No problem: you just need to visit four different Looks, one visit for each type of information you’re interested in. And if you need to look at 20 different things? Well ….

But don’t fret: this is why Dashboards are so handy. After all, you can add all four of your Looks to a single Dashboard; do that, and you can see everything you need to see from the same web page. And if you’re thinking, “Wow, that would be nice; I wonder how you go about creating a Dashboard?” well, you came to the right place.

In this portion of the documentation, we’ll learn everything there is to know about creating dashboards, including such things as:

  • Creating and Naming a Dashboard
  • Adding Tiles to a Dashboard
    • Adding a Query Tile to a Dashboard
    • Adding a Look Tile to a Dashboard
      • Adding Notes to a Query Tile or a Look Tile
    • Editing a Query Tile or a Look Tile
    • Adding a Text Tile to a Dashboard
  • Moving and Resizing Tiles
  • Dashboard Filters
    • Adding a Filter to a Dashboard
    • Requiring a Filter to Run a Dashboard
    • Limiting Filters to a Single Clause
    • Linking Filters
  • Configuring Dashboard Settings

Creating and Naming a Dashboard

There are at least two ways to create Dashboards. The “traditional” way to create a Dashboard is to go to a Space where you have the required permissions, click the New button, and then click Dashboard:

The New Button

In turn, you’ll see the Create Dashboard dialog box:

The Create Dashboard Dialog Box

Type a name for your Dashboard in the Name field, click Create Dashboard, and you’re in business.

Note. By default, your new Dashboard opens in edit mode, with the expectation that you’ll start adding new items to your Dashboard immediately. If you want to do that, great. Alternatively, you can click Done Editing, and then return at any time to start building your Dashboard.

However, depending on how your implementation of Customer Insights has been configured, you might not see a New button even if you’re in a Space (such as your personal Space) where you can create a Dashboard. Fortunately, But that’s OK: as it turns out, there’s another way to create a Dashboard. If you’re working with an Explore or a Look, click the Settings icon and see if the Save to Dashboard option is available to you (this option should be available on all Explores, and should also appear on Looks stored in Spaces where you have the requisite permissions):

Saving to a Dashboard

To create a new Dashboard using this menu, click Save to Dashboard. When the Add to a Dashboard in this Space dialog box appears, click New Dashboard:

The Add a Dashboard Dialog Box

In the next box, type a name for the Dashboard and then click OK:

Naming Your New Dashboard

That creates a new Dashboard in the selected space and takes you back to the previous dialog box:

Canceling the Add to a Dashboard Dialog Box

But, like we said, the Dashboard has already been created. Even if you exit this dialog box without saving the Look or the Explore to a Dashboard, a new, empty Dashboard will still be created.

Adding Tiles to a Dashboard

As we learned previously, the elements that you add to a Dashboard - the charts, the tables, the messages, and whatever else can be added to a Dashboard - are referred to as tiles: if you want to display a chart showing user registrations on a Dashboard, then you’re going to have to create a tile to house that visualization. Admittedly, you also have to decide what kind of tile you want to use to house that visualization. But we’ll explain all that in a moment.

Before we do that, let’s talk about getting your Dashboard “tile ready” the first place. To add a tile to a Dashboard, you first have to put the Dashboard into edit mode. Fortunately, that’s easy; all you have to do there is click the Edit button:

The Edit Button

After you’re in edit mode, you’ll see a tool bar that looks like this:

The Dashboard Toolbar

As you might have guessed, this tool bar is used to add tiles to the Dashboard and to configure Dashboard items. In the next few sections of this documentation, we’ll cover all these tasks, including:

  • Adding a Query Tile to a Dashboard
  • Adding a Look Tile to a Dashboard
  • Adding a Text Tile to a Dashboard
  • Adding Filters to a Dashboard
  • Configuring Dashboard Settings

When you’ve finished editing the Dashboard, click Done Editing to exit edit mode. Keep in mind, however, that changes you make to a Dashboard are saved immediately, regardless of whether or not you click Done Editing. For example, suppose you add a tile to a Dashboard and then, while still in edit mode, you go off to view a different page. When you return to your dashboard, the new tile will be there; as noted, changes are automatically saved as they are made. There is no Save button for Dashboards: saving just happens.

Adding a Query Tile to a Dashboard

Query Tiles and Look Tiles do the same thing: they display a visualization of some kind on a Dashboard. And yes, that’s an obvious question: why do we need two different tile types in order to do the exact same thing. In the next section of this documentation, we’ll explain the differences between the two tile types. If you’re interested in that, read on. If not, you might want to skip to the section titled Adding a Query Tile.

The Difference Between a Look Tile and a Query Tile

When you open a Dashboard, there’s no way of knowing whether a given item on that Dashboard is a Look Tile or a Query Tile; the two are indistinguishable. In fact, the only way to tell is to click the Options icon in the upper right corner of the item:

Distinguishing a Query Tile from a Look Tile

If the dropdown includes the option View Original Look, then you’re working with a Look. Otherwise, you’re working with a Query Tile.

But while they might seem to be identical, there are some important differences between Looks and Query Tiles (which explains why we both tile types in the first place). The biggest difference between Query Tiles and Looks Tiles is this: a Query Tile is uniquely bound to its Dashboard; you can’t access a Query Tile without opening the Dashboard, and the Query Tile is available only in that Dashboard. By comparison, Look Tiles are not we to a single Dashboard: not only can the same Look appear in multiple Dashboards, but you can view a Look without ever even opening a Dashboard.

So what does all that mean? Well, for one thing, it means that Query Tiles are more “portable” than Looks. You can move a Dashboard anywhere you want, and the Query Tile will dutifully come along for the ride. (It has: as we noted, Query Tiles and Dashboards are bound together.)

Admittedly, if you move a Dashboard Looks come along for the ride as well. However, there’s a catch here: if you move a Dashboard to a new Space a copy of each Look found on that Dashboard is moved as well. That means you’ll now have two copies of the same Look: the original Look (Look A1), and the copy (Look A2) in the new Space.

Is that a problem? It can be. After all, one of the main advantages of a Look is the fact that the same Look can appear on multiple Dashboards. Do you need to make a change to that Look? No problem: make the change and that change is reflected on every Dashboard that uses that Look.

But that is not the case with Looks A1 and A2. These two Looks might be copies of one another, but they are not linked in any way: if you make a change to Look A1 that change will not be replicated to Look A2. In turn, that means any Dashboard that uses Look A2 will not be updated either. At this point, you’ve lost one of the major advantages of using a Look.

Incidentally, there’s no going back at this point. Suppose you delete Look A2. Your Dashboard now displays an error message where Look A2 used to be:

The Look is Missing Error Message

And what if you move the Dashboard back to its former Space, the same Space where Look A1 resides? That won’t make a difference, because the Dashboard is still looking for the deleted Look A2:

The Look is Missing Error Message

To make a long story short, Looks are designed to be shared among multiple Dashboards: you can create a single Look and then import it into a million different Dashboards. Query Tiles, by contrast, are one-offs: there’s no way to create a single Query Tile and then share that tile with other Dashboards. If you make a change to a Look, that same change appears on every Dashboard that uses the Look. That can be a good thing, or it can be a not-so-good thing; it just depends on the situation.

Note. Here’s a neat trick: it’s possible to add a Look to a Dashboard and then convert it to a Query Tile. That might not seem like a big deal, but that means that you can later modify the original Look (or move the Dashboard to another Space) and not have your Dashboard affected in any way.

To convert a Look Tile to a Query Tile:

  1. Put the Dashboard in edit mode.
  2. Click the Settings icon in the upper right corner of the Look tile to be converted, and then click Convert Look to Tile.
  3. Click OK in the confirmation dialog box, and the Look tile will be transformed into a Query Tile:

    Converting a Look Tile to a Query Tile

Before you ask, there’s no way to do the opposite: you can’t convert a Query Tile to a Look.

Adding the Query Tile

To add a Query Tile to a Dashboard, first make sure that you’re in edit mode.

Note. How do you know if you’re in edit mode? One quick way to tell is to look in the right corner of the Dashboard window. If you see a button labeled Done Editing then you’re in edit mode:

The Done Editing Button

After you’re in edit mode, click New Tile on the Dashboard toolbar. That brings up the Choose an Explore dialog box:

Choosing an Explore

In this dialog box, click the Explore you want to use for the tile; in turn, you’ll see the standard Explore interface:

The Explore Interface

Create the Explore (see Creating Looks and Working with Explores for more information) and then click Save. The new tile will then appear in the Dashboard:

The New Query Tile

If you have second thoughts about this new tile (or about any Dashboard tile), click the Settings icon in the upper right corner of the tile and then click Delete:

Deleting a Tile

And then just click OK in the confirmation dialog box to remove the tile from the Dashboard.

Just like that, you’ve added a Query Tile to your Dashboard.

Adding a Look Tile to a Dashboard

Looks are probably the easiest item to add to a Dashboard. After all, Looks have already been created; you just have to add them to the Dashboard. And how do you do that? Well, once you’re in Dashboard edit mode, click Looks on the Dashboard toolbar. That brings up the Choose Looks dialog box:

The Choose Looks Dialog Box

This dialog box displays all the Looks stored in the same Space where the Dashboard lives. (You can only add Looks to a Dashboard residing in the same Space as that Look.) To add a Look, click + Add next to the Look name. When you do that, + Add changes color and the label changes from + Add to Remove:

Selecting a Look

Unless you click Remove, the selected Look will soon be added to the Dashboard. And yes, you can add more than one Look to a Dashboard:

Selecting Multiple Looks

When you’re done selecting Looks, click Update Dashboard, and all the designated Looks will are added to the Dashboard.

Note. What’s that? You inadvertently added one too many Looks to the Dashboard? That’s no big deal; just click the Settings icon in the right corner of the unwanted Dashboard and click Remove:

Removing a Look Tile

When the confirmation dialog box appears, click OK and the Look will be removed from the Dashboard. (But only from the Dashboard: the Look itself will not be deleted or changed in any way.)

Adding Notes to a Query Tile or a Look Tile

Ideally, a visualization speaks for itself: a user should be able to glance at a visualization and immediately know exactly what they’re looking at. However, even the best visualizations can often benefit from a little extra information: a note about what values to look for; tips about how users can filter the information; etc., etc.

You can tack on additional information to a Query Tile or a Look Tile by adding a note. To do that, click the Add Note icon in the tile toolbar:

Adding a Note

In the Create Dashboard Element Note dialog box, type your note in the Note Text field and then select the location for the note from the Display dropdown list:

The Create Dashboard Element Note Dialog Box

The Display dropdown also gives you three choices for positioning the note:

  • Below. The note is shown at the bottom of the tile.
  • Above. The note is shown at the top of the tile.
  • Hover. A question mark icon appears in the tile, and the note is displayed any time the user hovers the mouse over that icon.

For example, here the Display has been set to Below:

Note Added to a Tile

Incidentally, there’s no way to format the note: it’s plain text only. And if you want to delete a note attached to a tile, click the Edit Note icon (the icon name changes after a note has been added) and then, in the Save Dashboard Element Note dialog box, click Delete:

Deleting a Note

Click OK in the confirmation dialog box, and the note will be removed.

Hiding the Title for a Query Tile or a Look Tile

Another option for configuring your Dashboard is to hide the title for a tile. By default, the title for a tile (e.g., Email Domains) is shown at the very top of that tile:

Sample Tile

But maybe you don’t want to see that title. In that case, put the Dashboard in edit mode and hover the mouse over the tile. When you do that, you’ll see the icon of an eye appear next to the title:

Hiding a Tile Title

Clicking that icon suppresses the display of the title:

Tile with a Hidden Title

To restore the title, just click the eye icon a second time.

Editing a Query Tile or Look Tile

So you’ve created a new Dashboard and you’ve added several new tiles to that Dashboard. Now, however, you need to make a change to one of those tiles. With that in mind, you open the Dashboard, put the Dashboard into edit mode, and then you … well, what do you do now? After all, the Dashboard shows a toolbar that lets you add new tiles, but there aren’t any icons for editing existing tiles:

No Edit Button on the Dashboard Toolbar

There has to be a way to edit existing tiles, doesn’t there?

Yes, there does, and there is. Although it’s not immediately obvious, when a Dashboard is in edit mode you can make changes to a Look Tile or a Query Tile by hovering the mouse over the top right corner of the tile:

Editing a Tile

One of the little icons that appears in the top right corner (the one that looks like a pencil) is the Edit icon:

The Edit Icon

Click that icon and a modal Explore dialog appears onscreen:

The Tile Edit Pane

Make your changes in the Explore and then click Save. As you might expect, any changes you make will appear in the tile.

Note. If you’re editing a Look, those changes will also be made to the Look itself. That means those changes will also appear on any other Dashboard that uses that Look.

Adding a Text Tile to a Dashboard

Like many of the elements used in Customer Insights, text tiles are aptly-named: they provide a way to add text (and, if you want to get fancy, links and images) to a Dashboard. This can be a way to pass useful information to Dashboard users: for example, you could have a text tile that explains the use of the Dashboard or a text tile that includes contact information should a user have questions about the Dashboard or - well, you know where we’re going with this.

To add a text tile, click Text to display the Add Text dialog box:

The Add Text Dialog Box

The Add Text dialog box enables you to give your tile a title, a subtitle, and the text itself. Note that none of these items are required; if you want, you can create a text tile that consisted solely of a title. If you use all three elements, however, your tile will look something like this:

Sample Text Tile

That’s pretty handy in and of itself. However, in addition to a “plain vanilla” text tile like the one shown above, you can also use a subset of the Markdown markup language (plus a sprinkling of HTML) to spruce things up a bit. Within a tile, you can use the following bits of Markdown syntax:

Tables. To add a table to a tile you must enclose each cell in the table in vertical lines (|). In addition, you must type a header row, then - as the second row in the table - include at least three dashes in each cell. From there you can add as many rows as you want, making sure to enclose each cell in vertical lines. For example:

| Visualization                  | Contact        |
| ---                            | ---            |
| Users by Age                   | Ken Myer       |
| Users by Gender                | Maria Fuentes  |
| Users by Email Domain          | Toni Luc       | 

And no, you don’t have to space out each row and column exactly the same. For example, this syntax works just as well as the preceding example:

| Visualization| Contact|
| --- | --- |
| Users by Age| Ken Myer|
| Users by Gender | Maria Fuentes|
| Users by Email Domain | Toni Luc | 

Either way, you’ll end up with a tile like this one:

Text Tile with a Table

Boldface. To boldface text, enclose the text in a pair of asterisks. For example:

**Non-US Demographics Dashboard**

Do that and your tile will look like this:

Text Tile with Boldface Text

Italics. To italicize text, enclose the text with underscore characters. For example:

_Non-US Demographics Dashboard_

That gives you a tile like this:

Text Tile with Italicized Text

Numbered lists. Numbered lists are created by placing a number (any number), a period, and a blank space at the beginning of each line. For example:

1. Users by Age
1. Users by Gender
1. Users by Email Domain

Do that and your tile will look like this:

Text Tile with a Numbered List

Bulleted lists. Bulleted lists are created by prefacing each list item with an asterisk and a blank space at the beginning of each line. For example:

* Users by Age
* Users by Gender
* Users by Email Domain

Do that and your tile will look like this:

Text Tile with a Bulleted List

Horizontal rule. Horizontal rules can be added by typing three or more dashes in a row; just make sure that you have a blank line below those three dashes. For example:

Visualizations on this Dashboard:

Do that and your tile will look like this:

Text Tile with a Horizontal Rule

Links. Standalone links can be added to a tile by enclosing the URL in angle brackets. For example:

That results in a tile that looks like this one:

Text Tile with a Hyperlink

Alternatively, you can create a link similar to the following, a tile where the link is “hidden” within the text:

Text Tile with a Hyperlink

To create a link like the one shown above, you need to do two things: 1) enclose the clickable text in square brackets; and, 2) enclose the URL in parentheses (and don’t include any blank spaces between the two elements). For example:

[Janrain Documentation](

You can also link to other Dashboards, Looks, or Explores. After all, these items all have unique URLs:

Dashboard URL

Just use that URL (e.g., when configuring your link.

Images. Images can be added by using syntax similar to this:

<img src="" width="75%"/>

The preceding code uses the img src tag followed by the URL of the image file enclosed in double quote marks. (You must use images available over the Internet or intranet; you cannot upload a file to Customer Insights and use that as your image source.) The additional parameter, width=“75%”, is optional: it sets the relative size of the image. The word “relative” is important here. When you first add an image to a tile, Customer Insights makes a best guess at sizing the image:

Text Tile with an Image

If that size is good enough then you’re done. If it’s not, add the width parameter and use a value less than 100% to make the image smaller or a value greater than 100% to make the image larger. For example, here’s the same image with the width set to 25%:

Text Tile with Resized Image

Font Color and Size. Although Markdown offers minimal support (at best) for fonts, you can use the HTML font tag to format the body of your text tile. For example, suppose you want some of your tile text to appear in red. To do that, just include the font tag, like so:

<font color="red">Visualizations on this Dashboard:</font>

That gives you a tile like this one:

Text Tile with Red Text

There is one caveat here: you can’t use the font tag in your title or subtitle. However, you can use the b and the em tags to include boldface and italicized text in the title or subtitle:

Text Tile with a Formatted Title and Subtitle

But what if you wanted a big red title for your tile? In that case, you can leave the Title field blank, and format the first line in the Body using an HTML tag similar to this:

Janrain Demographics

That gives you a tile like this:

Text Tile with a Custom Title

Moving and Resizing Tiles

When adding an item to a Dashboard, Customer Insights adds the new item to the “end” of the Dashboard, using a size based on both the type of item being added and the amount of space available on the Dashboard. For example, suppose you have a Dashboard that looks like this:

Sample Dashboard

If you add a new Look to that Dashboard, the Dashboard will then look similar to this:

Adding a New Look to a Dashboard

That may or may not be where you wanted the new tile to go, and that may or may not be the size you wanted for the tile. Fortunately, that doesn’t matter: Customer Insights makes it easy to move and or to resize elements on your Dashboards.

If you click an element on your Dashboard, you’ll see several items appear on that element, including a Move handle (the three bars in the upper left corner) and a resizing handle (the solid triangle in the bottom right corner):

Tile Move and Resizing Handles

If you want to move an element to a new location on the Dashboard, click the Move handle, hold the mouse button down, and then drag the tile to its new location. As soon as you have the tile positioned correctly, release the mouse button, and the Dashboard will rearrange the other elements as needed:

Moving a Tile

To resize an element, click the resizing handle, hold the mouse button down, and drag the mouse until the tile is the desired size. When you release the mouse button, the tile will change size and, again, other elements on the Dashboard will automatically be moved to make as much room as is needed:

Resizing a Tile

Dashboard Filters

When you create a Look, you can add filters to your new creation. These filters help specify the initial dataset for the Look, and can also be used by users to examine the dataset in different ways. When someone accesses the Look directly, those filters appear at the very top of the window:

Look Filters

However, when you add that Look to a Dashboard (or when you create a Query Tile), these filters are not available to users. Instead, users see only the visualization; they don’t see the filters (or the underlying dataset):

Look Filters are not Available

So does that mean that users are out of luck when it comes to filtering Dashboard data? As it turns out, the answer is no, they aren’t out of luck. Instead, Dashboard developers can add filters to the Dashboard itself, and then specify which tiles are affected by those filters and which ones aren’t.

The best way to explain what that all means is to look at an example. Here we have a Dashboard with two Looks, both of which deal with date-related data. We also have a single filter, which enables you to specify the year you want to view data for:

Dashboard Filters

And then, just for fun, we’ve configured the filter so that it only works on the first Look on the Dashboard; the second Look will not be affected by the filter. In other words, suppose we set the filter to 2018. Here’s what the Dashboard looks like after we click Run:

Running a Dashboard Filter

If you look closely, you’ll see that the first Look, the one affected by the filter, has a new dataset: it only shows data from the year 2018. By comparison, the second Look is unchanged: it still displays the exact same dataset. Why? You got it: because we didn’t apply the filter to that Look. With Dashboard filters you can determine which tiles are affected when a user changes the filter and which ones aren’t.

And don’t worry: we’re about to explain this all in more detail.

Adding a Filter to a Dashboard

To add a filter to a Dashboard, click Edit to put the Dashboard into edit mode. After you’re in edit mode, click Filters to display the Add/Edit Dashboard Filters dialog box:

The Add/Edit Dashboard Filters Dialog Box

From here, click New Filter. When you do that, the dialog box redraws itself to look like this:

Adding a New Filter

In the dialog box, type a filter name in the Name box. This name is the label that will be attached to the filter. Although you don’t have to give the filter a new name, you probably don’t want to use default name Untitled Filter. If you do, your Dashboard will look like this:

An Untitled Dashboard Filter

That might be somewhat-less than user friendly.

After entering the name, click Type and then select the type of filter you want to add to the Dashboard. More often than not, you’ll want to select Field, meaning you want to filter on a field found in one of your Explores. To specify the field to be used by the filter, click Choose Model and then click Janrain. After selecting Janrain, click Choose Explore and select:

  • Events, if you want to filter on event occurrences.
  • Profiles, if you want to filter on profile information.

After selecting an Explore, click Choose Field and then select the field you want to filter on:

Choosing an Explore

Tip. To quickly locate the desired field, start typing the field name in the Choose Field box. The list will begin to filter itself based on what you type:

Choosing a Field

After choosing a field, select a default operator and enter a default value for that field:

Configuring the New Filter

Note. Actually, entering a default value is optional; if you prefer, you can leave the filter value blank.

That sets up the filter; now you need to specify which Dashboard tiles are affected by that filter. (By default, none of your Dashboard tiles are affected by a filter.) At the bottom of the dialog box you’ll see a list of Dashboard tiles, each tile accompanied by an Off label. To apply a filter to a Dashboard, click Off: the label will change to On, and the field used to filter the tile will be automatically selected:

Linking the New Filter

Note. What if that’s not the right field? Then click the dropdown list and select whichever field is the right one:

Selecting a Different Field

All you have to now is click Save, and the filter is added to the Dashboard:

Saving the Filter

Note that you can change your filter setting at any time simply by clicking Filters and displaying the Add/Edit Dashboard Filters dialog box:

Editing a Dashboard Filter

If you want to add additional filters to the Dashboard, click New Filter. And if you want to remove a filter from a Dashboard, just click the X next to the filter name:

Removing a Dashboard Filter

Requiring a Filter to Run a Dashboard

Filter are typically optional: when a user accesses a Dashboard, he or she can set a filter or not set a filter. That’s up to them.

However, you can require a user to set a filter before they can run a Dashboard. In that case, the Dashboard will look like this on first access:

Requiring a Filter in Order to Return Data

If the user tries to click Run, he or she will see this message:

Filter Required Error Message

It’s only after the user configures the filter, the Run button becomes available:

Run Button After a Filter is Configured

To make a filter required, create the filter and then, in the Add/Edit Dashboard Filters dialog box, click Customize Filter and set Require a filter to run this dashboard to Yes:

The Customize Filter Tab

Save the filter, and the Dashboard will not return data until the filter is set.

Limiting Filters to a Single Clause

By default, users can add additional clauses to a Dashboard filter (as well as change the operator used by the filter). For example, suppose you have a filter that, by default, limits returned data to a specific year:

Sample Dashboard Filter

However, by clicking the Add Clause button (+), a user can add an additional clause to the filter:

Adding Clauses to a Filter

Likewise, the user can change the filter operator:

Changing the Filter Operator

If you don’t want users making these kinds of changes you need to complete the following procedure:

  1. In the Add/Edit Dashboard Filters dialog box, click Customize Filter.
  2. On the Customize Filters tab, set Allow multiple filter values to Off:

    Disabling Multiple Filter Values

And what happens after you save the filter? Two things happen. First, the + button disappears from the filter:

Disabling Multiple Filter Values

Now the user is prevented from adding additional filter clauses.

Second, the user’s ability to change filter operators is also greatly restricted:

Disabling Multiple Filter Values

Depending on the datatype of the filter field, the only operators allowed are is on the day (for datetime fields), is equal to (for all non-datetime fields), and matches a user attribute.

Linking Filters

If you’re looking for something really cool, you came to the right place: with Customers Insights, you can link two or more Dashboard filters together. Admittedly, that might not sound all that impressive. But you might change your mind when we show you what we mean.

For example, suppose we have a Dashboard that features two filters, one for US state and the other for US city:

Linking Filters

Let’s further suppose that you set the state filter to OR, limiting the returned data to users from the state of Oregon:

Returning State Data

So far so good. Now you’d like to further filter by city. As you know, when you click a filter field, a dropdown list appears showing you available values for the field:

Displaying Available Cities

That’s the good news. The bad news? Although you’ve limited the state to Oregon, the dropdown list for the City filter is showing all the cities in your database, including all the cities not in Oregon. That’s less than ideal: if you’re limiting the state to Oregon, you’d probably like to limit the city to cities in Oregon.

As it turns out, all you had to do was ask. After configuring your two filters, do this:

  1. From the Add/Edit Dashboard Filters dialog box, make sure you have the State filter selected and then click Filters to Update:

    Linking Filters
  2. From the Filters to Update tab, click City and then click Save.

The two filters are now linked: when you update the State filter, the City filter will update as well:

Linking Filters

And yes, you can select the City filter, repeat the process, and have the State filter update automatically whenever the city changes:

Linking Filters

In other words:

Linking Filters

Configuring Dashboard Settings

Each Dashboard has a collection of configuration settings that manage such things as how often (or even if) the Dashboard auto refreshes, and whether or not the Dashboard should automatically run any time it is accessed:

The Edit Dashboard Dialog Box

These configuration options are described in the following sections.


Specifies the name of the Dashboard. While in edit mode, you can also change the Dashboard name by directly typing in the title field:

Changing the Dashboard Name


Brief description of the Dashboard. This description appears in locations such as the Popular perspective:

Adding a Dashboard Description

Run on Load

When set to On, the underlying query runs, and the Dashboard is populated with new data, any time the Dashboard is accessed. When set to Off, Dashboard elements load each time the Dashboard is accessed, but no data is displayed until you click the Run button:

Enabling or Disabling Autorun

Dashboard Auto Refresh

When set to On, the Dashboard automatically refreshes itself after the specified time interval; this time interval can be set in seconds, minutes, hours, or days:

Enabling or Disabling Auto Refresh

If auto refresh is disabled, the Dashboard will only refresh itself when you click the Run button.

Note, too that you can set separate refresh intervals for each item on the Dashboard. See the topic Dashboard Element Name for more information.

Default Timezone

Specifies a time zone for the dashboard. (By default, dashboards use the same time zone as the user who creates the dashboard.) Be forewarned that changing time zones can potentially affect date-based data: for example, an event that occurred at 11 PM on March 1st in the Pacific time zone actually occurred on March 2nd in the Eastern time zone.

Setting the default time zone is equivalent to changing the time zone by choosing from the Time Zone dropdown list:

Setting the Default Time Zone

Dashboard Element Name (Auto Refresh)

Enables you to individually set auto refresh rates for the different tiles and Looks found on the Dashboard. For example, on this Dashboard the first tile (US Cities and States) is set to refresh every hour while the other tile (Geographic Locations) is set to refresh 30 minutes:

Configuring Tile Auto Refresh Setting

See Also

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