Viewing dashboards

Once you’ve found the content you’re looking for in Centricity, you can view that content and make non-permanent changes to it, like filtering the data or drilling into a particular category. When viewing content, you can click on dashboards and Looks without affecting any other users—unless you choose to edit something, make changes, then save them.

This page will help walk you through making those non-permanent changes to dashboards, such as downloading a dashboard or further exploring the data used in a dashboard.

Introduction to dashboards

A dashboard is a collection of visualizations, text, and queries that are displayed like tiles on one page. Dashboards are meant to provide a thorough, multi-faceted response to a more complex question than a single Look could provide. For example, a dashboard may contain a line chart, a heatmap, and a data table to show how Intent data has changed for various subcategories in several different counties.

To view a dashboard, go to the folder that contains the dashboard and click on the dashboard’s name.

Opening a saved dashboard

  1. Click the Browse menu.

  2. Find the appropriate folder or page.

  3. Click the dashboard name to open the dashboard.

Making temporary changes to a dashboard

Many changes you make to dashboards won’t affect any other users, such as changing the time zone. You can also change filter values to restrict the dashboard to include only certain types of data. Again, the only way you can make changes to a dashboard that will affect others is if you edit the dashboard, make changes, and save those changes.

Changing dashboard filter values

Centricity dashboards may have several filters that affect one more more of the included tiles. On the dashboard, you can change filter values to see how the data changes. For example, you may change the time period you’d like to see reflected in the data (i.e. change from “August” to “September”), or you may want to add another Subcategory to the data field. If one or more tiles don’t update after you’ve changed the filter value, the filter may not apply to those tiles. (The dashboard creator can specify which tiles should be affected by changes to the filters.)

You can see the available filters for a dashboard by clicking the Filter section. The Filter section will expand after you click it, revealing all available filters. You can change the filter choices as desired by using the drop-down menus next to each filter.

In the drop-downs, you’ll see an option for “is equal to”, which restricts data to only those filter preferences you indicate.

Another choice in the drop-downs is “matches a user attribute”, which allows you to customize a dashboard for each user that views it.

Refreshing data in a dashboard

Centricity dashboards are dynamic, as we ingest data as soon as it’s available, both from your organization’s internal sales database and from our own consumer Intent database.

If you are wondering whether you’re seeing fresh data, you can see the last time the dashboard was refreshed in the top right corner of the dashboard. To the left of “Run” you’ll see how recently the dashboard was refreshed (ie “5m ago”).

If you’d like to refresh the data yourself, you can click the gear icon in the top right corner of the dashboard and select “Clear Cache & Refresh” to rerun all the queries on the dashboard. If you want to refresh on the data on a specific tile, click the three-dot icon and select “Clear Cache & Refresh.”

Opening a tile’s look

For tiles based on your Looks, you can see the Look behind the tile by selecting “View Original Look” from the tile’s three-dot menu.

Exploring the data used in a dashboard

Centricity knows that no single dashboard could answer all the questions you have about your data. Because of this, dashboard can be used as a launching point for further research. You can click a tile’s three-dot menu and select “Explore From Here”. Once you’re in the Explore page, you can continue to adjust the data restrictions for your particular interest.

Drilling into data

On dashboards with tables that list categories, subcategories, or subsets, you have the option to drill into a particular line item. Next to the desired line item, click the three-dot menu and select “Drill into”. A pop-up window will appear that shows a more detailed look at data for that line item.

You’ll also see an option for drilling into the next level down in our hierarchy. For example, when viewing a Categories Dashboard, the filter may be set to “Grocery”. The chart would then show data for all Categories within the Grocery department. To drill into data for Subcategories, click the three-dot menu for a particular Category (ie “Bagels”) and select “Subcategories for BAGELS”. You’ll then be taken to a dashboard that drills into all Subcategories for Bagels. The same rule applies for all four levels of the Centricity hierarchy, giving you the ability to drill into your data, from Department to Subset.