Dashboard Options
You can interact with the information on a Dashboard in a number of ways.
Dashboard Options for Filters and Tiles
From a Dashboard tile, you can use the scroll bar in the right-hand side to scroll down the list of values.
From a filter, tile, or table on a Dashboard, you can move your cursor to the upper right-hand corner to access the following options.
Option | Description |
---|---|
Filter. Select to display any filters that have been applied. | |
Focus Mode. Select to display only the information in that filter or tile. | |
More options. Select to access the list of additional options. | |
Clear Selections. From a filter drop-down menu, select to clear any filters that are applied. | |
Switch layout. This option is available from the table view. Select to switch between a horizontal and vertical layout. |
Option | Description |
---|---|
Select to export the information as a .xlsx or .csv file. | |
Select to display the information as table. | |
Select to gray out all other information in the dashboard. | |
Please disregard this option. | |
Sorts the values from largest to smallest. | |
Sorts the values from smallest to largest. | |
Click to select a sort option for that tile. |
Dashboard Data Point Options
For any data point in a Dashboard tile, you can select it to filter the Dashboard according to that data point.
Additionally, you can right-click a data point to access the following options.
Option | Description |
---|---|
Show data point as table | Select to display that data point as a table. |
Show as a table | Select to show the table view for that tile. |
Include | Select to view only the seleected data point. |
Exclude | Select to remove the selected data point from view. |
Summary and Detail Options
For each row on the Summary or Detail tab, you can right-click and select the following options.
Option | Description |
---|---|
Show as a table | Select to display the table view of the Dashboard |
Include | Select to view only the seleected data point. |
Exclude | Select to remove the selected data point from view. |
Drill through | (From the Summary tab) Select to view
the Detail tab for the selected
item. (From the Detail tab) Select to view the Summary tab for the selected item. |
Select to copy the selected data point to the clipboard. | |
Select to copy the values from the entire row to the clipboard. |
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