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      Dashboards in Advanced Analytics

      Creating Impactful Dashboards: Your Data, Your Story

      At UpMetrics, we believe data has a story to tell, and dashboards are your canvas. Effective data storytelling transforms complex information into clear, compelling narratives that drive understanding and action. Dashboards are versatile tools, serving different purposes:

      • Operational Dashboards help monitor real-time activities and performance, ensuring daily operations and programs run smoothly.
      • Analytical Dashboards provide deeper insights into trends, root causes, and future predictions, aiding in strategic decision-making.
      • Strategic Dashboards track key performance indicators (KPIs) aligned with organizational goals, offering a high-level view of progress toward objectives.

      By choosing the right type of dashboard and arranging your charts thoughtfully, you can guide your audience through a compelling data narrative.

      Building Your Dashboard

      To create a new dashboard and begin telling your data story:

      1. Navigate to Dashboards: In the top navigation bar, click on "Dashboards."
      2. Start a New Dashboard: Click the "+ DASHBOARD" button.
      3. Name Your Dashboard: Enter a clear and descriptive name for your dashboard.
      4. Create Your Dashboard: Click "CREATE."
      5. Enter Edit Mode: Select the "Edit Dashboard" button to begin adding and arranging your charts.
      6. Add Charts: Drag existing charts from the right-side panel onto your dashboard, or click the "+ CHART" button to create and add a brand new chart.
      7. Arrange and Resize: Drag and resize your charts to organize them effectively and create a visually appealing layout.
      8. Save Your Work: Remember to save your changes to preserve your dashboard design.

      Managing Dashboard Properties

      To customize your dashboard's settings:

      1. Access Edit Mode: While viewing your dashboard, click the "Edit dashboard" button.
      2. Open More Options: Click on the "..." (ellipsis) menu.
        • Edit Basic Properties: Here you can modify the dashboard's name, add a description, select a color scheme, define its URL slug, and manage certification details.
        • Advanced Styling (CSS): For advanced users, you can click "Edit CSS" to apply custom styling to your dashboard.
      3. Quick Edit from Dashboard List: Alternatively, you can click the "Edit" icon next to the dashboard name on the main dashboard list page to quickly access its properties.

      Permissions and Data Access

      1. Viewers, Editors, and Org Admins can access a dashboard when it is published, as long as the user has at least view access to the underlying data sources.

      Sharing Dashboards

      1. Publish the Dashboard to share with teammates on UpMetrics

      Advanced Features

      Dashboard Filtering & Drilling

      Enhance your dashboards with:

      • Cross-filtering between charts

      • Drill-down capabilities

      • Custom filter components

      • Time range filters