Adding dataset objects directly to a dashboard

You can add dataset objects directly to a dashboard. To do so, you click and drag dataset objects from the All Objects panel to the appropriate area of the dashboard, such as a visualization's Editor panel or the Filters panel. The application automatically creates a dataset to contain these objects and displays this dataset in the Datasets panel. The dataset is given the same name as the current project.

The dataset is always in Direct Data Access mode, meaning that visualizations that contain data from this dataset are run directly against the data warehouse. For more information on Direct Data Access mode, see Determining how a dataset accesses its data.

You can:

Remove the project dataset from the dashboard. For steps, see Adding, replacing, and removing datasets from a dashboard. If you remove the project dataset, then later add additional dataset objects to the dashboard from the All Objects panel, the application automatically creates and adds a new version of the dataset to the dashboard.
Hide objects and rename objects.
Use the project's objects to create derived attributes and derived metrics, and groups of attribute elements. (You create derived objects from the Datasets panel or a visualization's Editor panel, not the All Objects panel. You must add a project object to a visualization before you can use the object to create a derived object.)
Use the project’s objects to create visualizations, text fields, and filters, as described in the steps below.

The project dataset does not support the following:

Examining the underlying data in the dataset using the Show Data option.
Saving a stand-alone copy of the dataset.

To add a project's dataset objects directly to a dashboard:

Click the name of the dashboard to run it.
To display the All Objects panel, from the bottom of the Datasets panel, click the arrow icon next to All Objects. The All Objects panel is displayed. Note: If the Datasets panel is not displayed, from the View menu, select Datasets Panel
To add dataset objects to the dashboard, click and drag the dataset object to the appropriate area of the dashboard, as described below:

To add data to a visualization, click and drag an attribute or metric from the All Objects panel onto the appropriate area in the visualization's Editor panel, so that an indicator line is displayed in the location in which you want to place the attribute or metric. The attribute or metric is added to the visualization and displayed. For an overview of visualizations and steps to add data to a specific type of visualization, see About visualizations.
To display an object in a text field:

In the toolbar, click the Insert icon , then click Text. The text field is automatically added to the dashboard.
Drag and drop the object from the All Objects panel into the text field.

For more detailed steps to display text, including how to format the text, see Adding text to a dashboard.

To add a filter for the sheet, from the All Objects panel, click the object to use to filter data, and drag it onto the Filters panel. For more detailed steps, including selecting the filter's display style and whether to use metric values or rank, see Creating filters for a sheet of data.

A sheet is a layer of data in a dashboard. The data on each sheet is filtered independently of the data on other sheets in the dashboard.

To add a filter for a specific visualization:

In the toolbar, click the Insert icon , then click Filter. An empty filter is added to the dashboard and displayed.
Drag and drop the object from the All Objects panel into the filter.

For more detailed steps to create a filter on a visualization, including selecting the filter's target and display style, see Creating a filter on the data in a visualization or another filter.

Adding dataset objects directly to a dashboard

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