Creating user-defined dashboards

There are two main starting points for creating a dashboard in Centricity:

This page breaks down those two options and provides instructions for initial steps in building your dashboard.

Creating a dashboard from a folder

To create a dashboard from a folder:

  1. Navigate to a folder where you’d like the dashboard to be located

  2. Click the New button at the top right of the folder

  3. Click Dashboard. (From here, a Create Dashboard window appears.)

  4. Enter a name for your dashboard

  5. Click Create Dashboard

Your blank dashboard will then appear. From there, you can add tiles or text by entering edit mode, which you can do by selecting Edit dashboard from the dashboard menu or by clicking the Edit dashboard button in the center of the dashboard pane.

Creating a dashboard from a Look or an Explore

To create a dashboard from a Look or an Explore:

  1. Navigate to a Look or an Explore

  2. Select Save to Dashboard from the gear menu. This opens an Add to a Dashboard window.

  3. Select the folder in which you’d like the dashboard to be located

  4. Click the New Dashboard button

  5. Enter a name for your new dashboard

  6. Click OK

You’ll see the new dashboard in your Add to a dashboard window:

From there, you can select the new dashboard and add the query as a query tile or, if you’re working from a Look, as a Look-linked tile.

If you exit the Add to Dashboard window without saving the Look or query to the dashboard, you will have still created the dashboard, it will simply be blank.

Adding tiles and text to a dashboard

Once you create a dashboard, the next step is to add tiles and text to the dashboard. As you add tiles to a dashboard, Centricity automatically sizes them and places them at the bottom of the dashboard, but you can move and resize tiles however you like. You can also edit tiles after you’ve created them to adjust the names of the tiles, the visualizations, or the underlying queries or Looks.

Think about the number and complexity of tiles and other elements that you add to a dashboard. More elements require more browser resources, which increases dashboard rendering time. If rendering becomes an issue, consider creating multiple dashboards with fewer elements.

Types of dashboard tiles

There are three kinds of tiles you can add to a dashboard:

Query tiles

Query tiles can be built directly within a dashboard or added to a dashboard from a Look or Explore. A query tile is based on an independent query, one that is not linked to a Look. The query underlying a query tile belongs to the dashboard. Even if you use an existing Look to create a query tile, the Look is only used during the creation of the query tile. The tile is unaffected by any later changes to that Look, and still exists on the dashboard even if the Look is deleted.

When possible, use query tiles to avoid cluttering your folders with unnecessary Looks.

Look-linked tiles

Look-linked tiles are added to a dashboard from a Look.

A Look-linked tile links the tile’s underlying query to a Look. That Look is used when creating the tile and every time the dashboard is refreshed. The Look and the dashboard must be in the same folder. If you would like to add Looks from a different folder, first copy the Look into the same folder as the dashboard.

A Look-linked tile is a good choice if you want to create, change, and test a query in one place but use it in multiple dashboards. If the Look changes, any tiles linked to that Look change. If the Look is deleted, dashboards show an error for the tile.

Text tiles

Text tiles are built directly within a dashboard.

You can use text tiles to define visual sections on a dashboard and to add descriptions. Text tiles in dashboards are designed to have flexible formatting and default to look more like headings and descriptions than tiles.

You can use some HTML and a subset of the Markdown markup language in text tiles.



 

 

More questions about Centricity? Check out our website or talk to our Support Team.