Dashboard

Keep track of your metrics

Introduction

The Dashboard is a place where you can visualize results from multiple analyses simultaneously. The charts can be refreshed daily for others to get a quick overview of their key metrics. You can create multiple dashboards which contain different charts. All the charts are interactive.

  • Show in Formula: hover on the info icon of a chart will show you the Info Popup. You can click on Show in Formula to load the chart in Formula view and conduct further analyses.
  • Refresh the Dashboard: force re-execute all analyses on the Dashboard.
  • Create New Schedule: create a repeated schedule to execute the dashboard and email the results.
  • Existing Schedules: a quick link to all existing Dashboard schedules.
  • Copy Dashboard Link: copy the URL to this dashboard.
  • Edit Dashboard: use drag-n-drop to rearrange the charts. Make sure you click Save near the top right when you are done.
  • Clone Current Dashboard: clone this dashboard into another one.
  • Delete Dashboard: removes the Dashboard forever.

Dashboards are visible to and can be edited by everyone.

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Dashboard Constraints

  • Only charts created in Query, Funnel or Retention can be added to a Dashboard.
  • There is a maximum date range for Charts on the Dashboard. When you add a Chart that uses a date range which is beyond those limits, the date range is automatically adjusted down to the maximum. The maximum length of the date range for any analysis that is put on a Dashboard depends on the time unit used for the analysis. Here are the limits:
Time UnitMaximum date range (Days)
Days30
Weeks90
Months180
Years365

Editing Dashboards

Add charts to a Dashboard

There are 2 ways to add a chart to a Dashboard. Once you have executed a Formula in Query or Funnel You can:

  1. Add the Chart to an existing Dashboard. There is a shortcut button Add & Go which leads you directly to the Dashboard once the chart is added.
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  1. Create a new Dashboard from the current Chart. If you want to stay and create more Measures, you can just use the Add button to add the chart to the Dashboard and then go to it later to arrange its layout.
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Delete charts from a Dashboard

You delete charts by first navigating to the Context menu and selecting Edit Dashboard. In Edit mode, navigate to the chart you want to delete and select Delete from the chart settings. Select Delete from the Delete Confirmation dialog box to confirm.

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Change the layout of the Dashboard using drag-n-drop

By default Charts are added to the bottom of the Dashboard. From there you can use Edit Dashboard from the Context menu to enter Edit mode. Once in that mode you can drag-n-drop to move charts up and down or put them together on the same line as shown below.

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Display Measures created in Query as Numbers instead of lines

You can tell the Dashboard to display key Measures created in Query as Numbers. When a chart created in Query is added to the Dashboard it is shown displayed for the date range of the analysis with date range constraints applied. When you want to display the result of a Chart as a single Numeric metric Kubit selects the number for the last time unit of the period.

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Note

You cannot display charts that have Breakdown configured as one numeric value, as there is not a single number .

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Note

In the example above we modified a Compound Measure chart on the Dashboard. In this case Kubit always uses the Result and cannot be told to show the value of any of the constituents of the Compound Measure.

Change how the Chart looks on the Dashboard

You can see the original Formula behind each chart and go back to it:

  • For adjustments and further analysis. In that case a new analysis is generated and it doesn't automatically replace the one you came from on the Dashboard.
  • To modify the Chart Settings - whether it is a line or bar chart, which groups to be displayed, Y-axis settings.

Here's how you change the Chart Settings on a Dashboard:

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Dashboard Schedules

Create a Schedule to distribute a Dashboard snapshot over email

We understand that many knowledge workers' schedules could become extremely busy and they would rather have the data come to them instead of them logging into different systems to get to the data that they need. To make life easier we have the Schedule feature, which allows you to refresh the Dashboard at a pre-set time and send the result over email.

  1. Select Create New Schedule from the Dashboard's Context menu.
  2. Configure Name, Description, Recipient(s) and Recurrence.
  3. Hit Create and you're set!
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Note

The Execution Time is in your timezone for convenience.