Viewing dashboards

A Centricity 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 running a single Look could provide. For example, a dashboard may contain a line chart, a Heatmap, and a table chart to show how Pulse 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.

Anatomy of a dashboard

Each dashboard contains several elements.

Navigation breadcrumb

A navigation breadcrumb appears at the top left of the dashboard, indicating the enclosing folder for the dashboard. Click the breadcrumb to be taken to the enclosing folder.

Dashboard tile and Favorite indicator

The dashboard title and the heart-shaped favorite indicator appear at the top left of the dashboard.

The dashboard favorite indicator shows whether you have marked the dashboard as a favorite. If the dashboard is marked as a favorite, the heart icon is colored solid blue. You can also favorite or unfavorite directly in the dashboard by clicking on the heart.

Dashboard filters

Dashboard filters appear below the dashboard title. There are a variety of filter controls that you might see. They can be displayed as inline or popover filters, or they can be placed behind a More button. For popover filters and filters placed behind a More button, clicking on the filter value or the More button will reveal the full filter control. Visit the Temporarily changing filter values and cross-filtering on dashboards documentation page for more information.

Dashboard Last Updated indicator

This indicator appears at the top right of the dashboard and shows how recently the data on the dashboard has been queried, or “refreshed,” from the database. It appears when the data for all dashboard tiles has been refreshed at approximately the same time.

When dashboard tiles have been updated at different times, the last updated indicator no longer appears in this position; instead, each tile contains its own indicator in the tile three-dot menu. For more information, see the Updating data on dashboards documentation page page.

Reload Data icon

Clicking the circular reload data icon updates the data on the dashboard.

This is often useful after filters have been changed, added, or removed. In those circumstances, the icon becomes an Update button.

If Run on load is disabled for the dashboard, when a dashboard is opened the icon becomes a Load button, which you must click to load the dashboard’s data.

Filters icon

Clicking the filters icon allows you to collapse or expand the filter pane and hide or reveal all filters. When the filter pane is collapsed, an indicator appears next to the filters icon that shows the number of filters on the dashboard.

To expand a collapsed filter pane and reveal the filters, click the filters icon again.

The filter pane defaults to expanded. Dashboards do not save the collapsed state of the filter pane.

Three-dot dashboard menu

The three-dot dashboard menu provides options (depending on your permissions) to clear cache and refreshedit the dashboarddownload the dashboardschedule dashboard deliveryadd the dashboard to a board, or delete the dashboard. You must have the Manage Access, Edit access level for the dashboard, or be a Centricity admin, to see the options to edit the dashboard, or move the dashboard to the trash.



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