Organize visualizations in dashboards

You can create dashboards to provide personalized views of your study data by purpose. A dashboard consists of one or more pages that display related reports and visualizations with interactive filters.

Want to see how to perform this task? Watch the video below.

Tip:

At any moment, you can undo and redo last edits as you work. Use the Undo () and Redo () buttons repectively. You can use these options only if you haven't saved the workbook since making the changes.

For more information see Build Dashboards.

1. Open a workbook:
   • Open an existing workbook as described inAccess workbooks in your catalog.
   • Create a workbook and add a dataset to work with
2. Give a name to your first page:
   1. At the bottom of the Visualize Pane locate the page tab, named as Canvas 1 by default.
   2. Click the arrow to expand the dropdown and select Rename.
   3. Enter a new name and click the accept button ().
3. Click the plus icon () to add pages as needed.
4. Right-clik on each page tab, or use the dropdown, to see options and manage pages:
   • Rename lets you add a new name for your page.
   • Canvas Properties lets you update advanced properties.
   • Duplicate Canvas creates an identical page.
   • Clear Canvas clears all content from the current page.
   • Delete Canvas deletes the current page.

   Tip:

   Drag and drop the page title tab to a new position to rearrange pages.
5. Add content to your pages.
   See Add multiple visualizations in a canvas.
6. Create and apply filters:
   • Add filters to the page or canvas
   • Create filters on a visualization
   • Use visualizations as a filter
7. To save your work, click Save or Save As from the save drop-down () in the top menu bar.
   • If you select Save your work is saved in the current location with current name and description.
   • If you select Save As, in the Save Workbook dialog, enter a name and a description for your workbook and select a folder to save your work.

     Note:

     You can either save it for personal use in My Folders or share it in Shared Folders.

You can open a saved workbook and make edits at any time. You can:

• Update visualizations.
• Change visualizations types.
• Rearrange visualizations.
• Apply additional filters.
• Add or remove visualizations or pages.
• Manage pages.
• Create stories.
• Export and share your work.