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Dashboards

Dashboards provide a useful way to group a set of reports and/or views. If you find yourself looking at the same set of things in Explorer regularly, consider creating a dashboard.

Example dashboard showing cards, a card count and powerbi report loaded

Creating a new Dashboard

  1. Press the Add New + button in the top right

New dashboard add button in top right corner of screen

  1. Give your new dashboard a title and description

New dashboard modal filling in title and description

  1. Click on the newly created dashboard card to open it up

Newly created dashboard card on dashboard page

Populating a Dashboard

Dashboards store three different things; PowerBI reports, Views and Adaptive Views. These will be kept at the top of your dashboard in the form of cards.

To add a new card:

  1. Press the Add Dashboard Card button in the top right
  2. Give your new card a title
  3. Select the type of card you want to add

For PowerBI Reports and Adaptive Views, select an existing Report/Adaptive View against your site and press Add to finalise the card.

Modal showing adding a PowerBI report with a title and the report selected

For Views, select the List (Table) and then select the View you want to display and press Add to finalise the card. View cards will show the count of rows within the view to make it easy at a glance to tell what is going on in a dashboard.

Modal showing adding a view with a title, list and view being selected

After adding a card press the Save button in the top right to save your changes.

Save button on a dashboard in the top right

To remove a card, just press the red tash can icon on the top right. This only will appear on hover.

Red delete icon on a card appearing on hover