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Create and Manage Dashboards

Updated this week

Build custom dashboards to combine multiple analyses into unified views tailored to your team's needs. Learn how to create dashboards from workbooks, add filters, customize layouts, and share your dashboards with others.

Before You Start

To create custom dashboards, you need:

  • Analytics Access Level: Custom Reporting (to create workbooks and dashboards)

  • Content Access Level: Editor or Manager (to save to shared folders) or access to My documents (to save personally)

You'll create dashboards by building workbooks first, then converting them into dashboards.

Consider planning your dashboard before building workbook tabs. Think about what metrics or analyses you want to display together, and create one tab for each visualization.

Creating a Dashboard from a Workbook

Dashboards are built from workbooks. Each tab in your workbook becomes one tile on your dashboard.

Build Your Workbook

  1. Create a new workbook (click New > select a Topic)

  2. Build your first analysis:

    • Select fields (dimensions and measures)

    • Apply filters if needed

    • Create a visualization (chart, table, single value)

  3. Give the tab a descriptive name (right-click tab > Rename)

  4. Add more tabs for additional analyses (click + at bottom left)

  5. Save the workbook (File > Save)

Create the Dashboard

  1. In your workbook, click the + Dashboard button at the top right

  2. If you haven't saved the workbook yet, you'll be prompted to save it first

  3. Choose where to save the dashboard:

    • My Documents – Save the dashboard to a folder in your personal documents for your own use.

    • Hub – Add the dashboard to a folder on the main page, making it available to all users who have access to Analytics.

    • Shared with Me – Add the dashboard to a folder that’s been shared with you. Anyone with access to that folder will also gain access to this dashboard.

    • Favorites – Save the dashboard to one of your favorited folders for quick access.

  4. Name your dashboard

  5. Click Save

Understand Dashboard Elements

Before you start editing, it's helpful to understand the key components of a dashboard:

Filters

Located at the top of the dashboard, filters allow you to narrow down the data shown across all tiles.

Filters can include:

  • Date filters: Filter by time periods (past 30 days, custom date ranges, etc.)

  • Categorical filters: Filter by specific values (Opening Name, Location, Brand, etc.)

  • Multiple selection: Users can select one or multiple values depending on filter configuration

Tiles

Tiles are the individual visualizations on your dashboard. Each tile corresponds to one tab from your workbook.

Types of tiles:

  • Metric cards: Display single values (e.g., "Total Applicants: 1,234")

  • Charts: Visualize trends and comparisons (line charts, bar charts, pie charts, etc.)

  • Tables: Show detailed data in rows and columns

  • Text tiles: Display formatted text, headers, or explanatory content (see "Adding Text Tiles" below)

Interactive Elements

Dashboards are interactive, allowing viewers to:

  • Apply filters: Narrow data to specific segments

  • Drill into metrics: Click numbers or chart elements to see detailed data

  • Sort tables: Click column headers to sort data

  • View tile options: Click three dots (⋮) on any tile for additional actions

Edit a Dashboard

To modify dashboard layout, filters, or appearance, enter Edit mode.

Enter Edit Mode

  1. To make changes to dashboard layout or filters:

    1. Open the dashboard

    2. Click the Edit button in the top right

    3. A pink "Draft" banner appears at the top

    4. Make your changes

    5. Click Publish to make changes visible to others

    6. Or click Leave draft to save without publishing

When a draft exists, a small pink indicator appears on the dashboard. This lets you know there are unpublished changes.

What You Can Edit

In Edit mode (Dashboard view):

  • Arrange and resize tiles

  • Add dashboard filters

  • Add text tiles

  • Hide tiles

  • Apply themes

  • Configure tile-level filter connections

In Workbook view:

  • Modify queries and fields

  • Change visualizations

  • Add or remove tabs

  • Edit tab names and descriptions

Arrange Tiles

In Edit mode, you can customize your dashboard layout.

Resize Tiles

  1. Enter Edit mode

  2. Hover over the edge of any tile

  3. Your cursor changes to a resize handle

  4. Click and drag to make the tile larger or smaller

  5. Other tiles automatically adjust to fit

Move Tiles

  1. Enter Edit mode

  2. Click and drag a tile to a new position

  3. Other tiles shift automatically as you move

  4. Drop the tile in its new location

Use larger tiles for key metrics or complex visualizations. Use smaller tiles for supporting metrics or single-value displays.

Hide Tiles

To keep a tile in the workbook but hide it from the dashboard:

  1. Enter Edit mode

  2. Click the three dots on the tile

  3. Select Hide tile

    1. The tile remains in the workbook but doesn't display on the dashboard

To unhide: Click the three dots and select Show tile

Add Dashboard Filters

Dashboard filters apply to all tiles at once, allowing viewers to interactively explore data.

Create a Dashboard Filter

  1. Enter Edit mode

  2. Click Add Filter at the top of the dashboard

  3. Select the field(s) you want to filter on and click Add

  4. Configure the filter:

    • Label: Custom display name for the filter

    • Description: Tooltip explaining what the filter does

    • Type: Advanced (multi-select) or Single select dropdown

    • Default value: Pre-populated value when dashboard loads

  5. Choose which tiles the filter applies to (default: all tiles)

  6. Click Done

Filter Configuration Options

Filter Types:

  • Advanced: Allows users to select multiple values, use operators (equals, contains, etc.), and combine conditions

  • Single select: Dropdown allowing only one value selection

Default Values:

  • Set a specific value (e.g., filter to "Past 90 days" by default)

  • Leave blank to show all data initially

  • Use pre-set ranges for date filters

Filter Label and Description:

  • Label: What users see (e.g., "Job Opening" instead of "Opening Name")

  • Description: Hover tooltip explaining the filter (e.g., "Filter to see metrics for specific job openings")

Connect Filters to Tiles

By default, new filters apply to all tiles. To customize:

  1. When configuring the filter, look at the tile preview list

  2. Click the filter icon on any tile to disconnect it

  3. The icon changes to show the tile is not affected by this filter

If a tile uses a different Topic than the filter field, you may need to manually map the filter to a field in that Topic.

Add Text Tiles

Text tiles add context, headers, and explanations to your dashboards using Markdown.

Create a Text Tile

  1. Enter Edit mode

  2. Click Add Text

  3. A text editor opens

  4. Write your content using Markdown

    Tip: Use this Markdown cheat sheet to write your syntax.

  5. Resize and position the text tile like any other tile

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