Create a Dashboard

Dashboards allow you to see all of your key data metrics and visualizations in one place. This helps to identify data trends over time, highlight items that require immediate attention/further investigation and much more.

Dashboards can be customized with a range of widgets, allowing you to quickly get an overview of your data and dive back into your work.

You can access all of your Dashboards via the Dashboards sidebar menu item.

Your home Dashboard

Your home Dashboard is the first thing you see when logging into Data Studio. You can also access the home Dashboard from any Space, by selecting the home Dashboard tab.

This allows you to quickly and easily view any data you want from your personal Space.

A subset of default Data Studio widgets already exist on your home Dashboard.

The community widget highlights the latest or most popular topics and discussions in our community pages.

Clicking on the title of the post takes you directly to that discussion in the community.

Click Join the conversation to be taken to the main community page. You can also provide feedback and get advice from other users or our own experts.

To get the best out of the community, we recommend registering - you'll then have access to the latest Data Studio downloads and release notes.

The Custom content widget allows you to provide text commentary about the Dashboard or a specific widget. Text can be styled using Markdown to add emphasis like bold or italic, create lists, tables and links.

Main Markdown elements are supported:

# Heading largest

## Second largest

###### (6) Smallest heading
  1. Ordered List
  2. Second item
  3. Third item
  • - Unordered List
  • - Second item
  • - Third item

**bold text** or __bold text__
*italic text* or _italic text_

Horizontal rule: ---


Links: https://google.com - automatic link

[title](https://google.com) - linked text

Tables:

| Table | Column | Header |
| ----- | ------ | ------ |
| First | row    | table  |
| row   | number | two    |
Table Column Header
First row table
row number two

Backslash \: print special characters as text by preceding them with a backslash \ e.g. \#

\ * _ { } [ ] ( ) # + - . !

Emoji: 🚀👍🌎 can be copy and pasted or Windows users can use the emoji keyboard Win key + Period(.)

Images: are supported if the image file is Base64 encoded

![text displayed if image cannot be loaded successfully]( Long Base64 encoded string of characters )

Example: ![Experian Logo](data:image/png;base64,iXj39m ……… ==)

The Jobs run widget highlights the number of Jobs run in Data Studio within the last week.

The link at the bottom of the widget will take you to the Jobs list.

The video widget displays a playlist that showcases the capabilities of Aperture Data Studio.

To disable it, go to Settings > System and de-select Enable embedded videos.

Diving back into your data has never been easier!

Recently modified Workflows, Views and Functions across all of your Spaces are displayed in a chronological order of modification, allowing you to quickly and easily dive back into and continue from where you left off.

Click on the filters in the top right of the widget to limit the display the objects by their type.

The links at the bottom of the widget will take you to each respective objects' list pages.

The Your Datasets widget displays the user's Datasets across Spaces, with the count of columns and rows alongside it.

Click Dataset name to access a read-only view of that Dataset.

The link at the bottom of the widget will take you to the Dataset list for your active Space.

The Your recent Spaces widget shows the most recently used Spaces you have access to, alongside any other users that are also assigned to this Space.

Click Space name to go to that particular Space.

The user avatar shows the initials of the user, and the outline indicates their online status: green means online. Hover over the user to see their online status and access role within that Space.

The link at the bottom of the widget will take you to the Space management screen.

The Your Issues widget allows you to view any issues that have been assigned to you to investigate.

Click Issue list name to access your assigned issues

The link at the bottom of the widget will take you to the Issue Management screen for your active Space.

Create more Dashboards

You can create additional Dashboards by clicking on the Add Dashboard icon. After specifying a name and optional description, the new Dashboard will be created and immediately opened in edit mode for customization.

Click on the Dashboard tab to rename, duplicate, customize, print or delete it.

All Dashboards within the current Space will be shown. To switch between them, click on the respective Dashboard tab. You can also look at Dashboards from other Spaces by searching for them in the dashboard menu bar.

Customize your Dashboards

You can customize your Dashboards to display any data within the Space it belongs to. This can be done by clicking Configure widgets on the Dashboards menu, or via the same option within the Dashboard's tab menu.

Selecting this option will open the Dashboard in edit mode. In this mode, the Dashboard can be renamed as well as customized in lots of different ways.

Add a widget

Once in a Dashboard's edit mode, drag widgets from the widget sidebar on the left into any available space on the Dashboard. The sidebar contains the four main widget categories: Views, Charts, Datasets and the default Data Studio widgets.

When dragging, a pink border will appear on any available free space that the widget can be dropped into. By default, a Dashboard is 2 rows by 3 columns, but you can add widgets to the bottom of the Dashboard to create additional rows.

Once changes have been applied, your Dashboard will be updated with your chosen widgets and data visualizations. The widgets can also be opened in full screen to get a better view of each one.

Delete a widget

You can delete a widget from your Dashboard by clicking the trash can icon on the top right of the widget when in edit mode. This will remove the widget from the Dashboard and leave a free space for a different widget to be inserted into.

Move/swap a widget

You can move a widget by clicking on the widget header and dragging the widget somewhere else on the Dashboard.

A widget can be moved to the bottom of the Dashboard to create a new row, and can even be swapped horizontally with the widget to its right or left. When attempting to swap, a pink border will appear to the left or right of the other widget, indicating where the current widget will be positioned when dropped.

Resize a widget

By default, each widget will occupy a single slot on the Dashboard. However, you can adjust the size of any widget you wish by dragging the widget from the bottom corner, as indicated by the drag icon.

Dashboards for Data Consumers

Dashboards can be used to share information with stakeholders across your business by adding them as Data Consumer users in Data Studio.

When a Data Consumer logs in, they will have read-only access to the Dashboards in all Spaces they have been added to.

Migrate a Dashboard

Dashboards can be exported from one of your Spaces and imported into another of your Spaces, as well as Spaces of other users if you wish to share them. Selecting a Dashboard during the Export Metadata wizard will highlight any Views, Charts or Datasets being used on the Dashboard that must also be exported with the Dashboard if they do not exist at the destination.

Once the Dashboard and any data on them has been exported, it can then be imported or synchronized into the new Space.