Documentation

Dashboards

Our interactive business dashboards are the core part of datapine and help you to display your analytical results in a nice and visually appealing format. They are much like PowerPoint and can easily be shared with other users or even external parties.

 

datapine’s dashboards come with a variety of interactive options that allow you drill down into your data with just a click or to filter the whole dashboard and to restrict the access you wish to grant specific viewers of your dashboard. In this section, we will introduce you to datapine’s dashboards, the various style options and interactive features we offer and how you can share the content of your projects with other people. Let’s take a closer look at the different subtopics of this category.

 

1) Create Dashboards

 

Whether you want to create a new KPI report for your managers or wish to grant your clients access to the outcome of your analysis, you will always have to start with an empty workspace. In datapine, these workspaces are called dashboards. In this section, you will learn how to create a new dashboard and how to fill it with charts and other elements to visualize your story and deliver a perfectly designed, live report.

 

2) Dashboard widgets

 

Dashboard widgets are a great way to give your dashboard a nice and professional look. They allow you to visually structure your dashboard and to enhance it with images and other elements in order to give it your corporate look and feel. In datapine, we offer three different types of dashboard widgets including imagestext boxes and classical widgets such as vertical and horizontal lines. Follow this manual to learn how to add images and textboxes to your dashboard.

 

3) Dashboard Filter

 

This section will demonstrate how to use the global filter panel on the right side of the datapine dashboards. You will learn how to add a new filter, apply different filter settings and how to remove filter from your dashboard.

 

datapine’s dashboard filters allow you to drill into your data and filter your results with just a few clicks. There are two different filter options you might want to enable for your dashboards and thus allow your viewers to interact with the data.

 

You can use the filter panel on the right of your dashboard to give your viewers predefined filter options that affect the data displayed on the dashboard. Alternatively, you can directly use the results on your dashboard and filter values by enabling the Click-to-Filter option for specific charts.

 

4) Dashboard Interactivity

 

Not quite like standard Excel reports, datapine’s dashboards offer a high level of interactivity to allow you to drill down into your data, filter the result set, link to other content and add more information to specific charts and areas of your dashboard. In this section, you will learn how to enable the quick filter options, add drill-downs and time interval widgets to your charts.

 

5) Dashboard Designer

 

Dashboards are great to communicate your key numbers in a straightforward manner. A well and professionally designed dashboard is thereby critical to help your audience to identify important information fast and easy.

In this section, we will show you how to create your own design themes, how to change the color of your charts and how to apply global style settings.

 

With datapine’s Dashboard Designer you can adjust your dashboards and reports to the CI guidelines of your company so that they perfectly fit your needs. We enable you to highlight the most important information, create your own style themes and to choose from a range of ready-made dashboard designs to apply them to your reports.

 

6) Dashboard Tabs

 

datapine offers a variety of options to visualize your data in a clear and organized manner. Our dashboards offer the possibility to create dashboard tabs to group charts into individual categories for a better structure of your results and analyses in datapine. Each tab may contain individual charts and graphs and can have a different filter settings applied to the charts.

 

In our datapine demo dashboard, you will find three different tabs – Management, Sales and Marketing. Each of the individual tab stores all relevant information that belong to the respective category. This helps to maintain a clear message of what is presented on our demo dashboard and helps the viewer to better understand the content. In a few easy steps, the following guide will show you how to manage these dashboard tabs in datapine.

 

7) Dashboard Sharing and Export

 

In this section, we will introduce you to the various sharing options in datapine and give you step-by-step advice on how to share your insights with other decision makers.

 

Once your dashboards are all set up and ready to go live, you will have different options on how to share and export your dashboards. You can directly export dashboard tabs into different files formats and share these with colleagues or external clients via email. Or you might be using the dashboard share options to give users insight and outside of your organization live access to your dashboards. You can also generate a public link either to share with other people or to integrate your dashboard via iframe into your own website.

 

8) Dashboard Management

 

In this section, you will learn how to manage your dashboards and insights in datapine. You can easily copy, edit and delete your dashboards starting in the dashboard overview. As an Editor, you will thereby have access to all the dashboards that you have either created yourself or that someone else has shared with you. As an Admin, you will have access to all dashboards within your organization. With just a few clicks both types of users can copy dashboards and use them as templates for new reports or even merge insights from different dashboards. Continue with this tutorial to learn how to manage your dashboards, how to add a cover image to your dashboards and how to give them custom names.

 

9) Tips & Tricks

 

In this section, we will provide you with a selection of techniques that help you to work faster and more efficient in datapine. You may use various short cuts that resemble the functions on the dashboard tabs and help you to create and design your dashboards much faster. For more information, you may also see our various tutorials on how to create a professional dashboard that fits into your CI guidelines and holds all the insights you need.