Adding a Dashboard
- Navigate to the Dashboards tab.
- Click Create Dashboard.
- Type a name for your dashboard.
- Under Anonymity Threshold, decide how many responses must be collected before data will show up in the widgets. The Anonymity Threshold is applied to each data breakout within widgets.
Example: The image below shows a Comparison widget that is broken out by the active Org Hierarchy. If units have response counts below the Anonymity Threshold, then those units will display no data in the widget. Units with a response count above the Anonymity Threshold will display data as normal. Since the number of responses for the Mary Shelley and Mark Twain units falls below the Anonymity Threshold, the widget displays the message, “Too few responses” for these units.
- Under Comment Anonymity Threshold, decide how many responses must be collected before open-ended text responses will show up in the widgets.
Qtip: You can also specify your anonymity thresholds in the Anonymity tab of your dashboard settings.
- When finished, click Create.
Removing a Dashboard
You can delete a dashboard by clicking the dashboard dropdown menu next to a dashboard and selecting Delete Dashboard.
Copying a Dashboard
Have you ever wanted to add a second, similar dashboard, without starting from scratch? Have you ever wanted to use a duplicate dashboard for testing? You can duplicate a dashboard’s pages, widgets, and all other settings by using the Copy Dashboard feature.
Dashboard Viewing Permissions
Example: In the screenshot below, this role gave members the ability to access the 2017 dashboard. When the 2017 dashboard was copied, participants in this role were automatically given access to the 2017 dashboard copy, too.
Copying a dashboard does not copy user-level access!
Dataset Utilization Limits
Our data platform imposes a limit on the number of times a single data source can be used in active datasets. Currently, a single data source can only be in 50 active datasets to guarantee timely data processing. For external data, the limit is 5 active datasets. These limits are subject to change over time as our platform and features grow. If your datasource reaches this utilization limit, an error dialog is displayed while adding the source in the data mapper or copying the dashboard.
You can access your dashboard and start editing by clicking directly on the dashboard name or by clicking the dashboard dropdown menu and selecting View Dashboard.
You can change a dashboard’s name or edit your anonymity thresholds by clicking the dashboard dropdown menu next to a dashboard and selecting Edit Dashboard.