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Development in Modeling

For more complex updates involving multiple files or when you need team review, the modeling approach is recommended.

Create Canvas Dashboard

To create a Canvas Dashboard, go the the Modeling tab:

  • Step 1: Click the “Add (+)” button to add Canvas Dashboard. Alternatively, you can select the “Add” button located under the folder where you want to organize your Canvas Dashboard.
  • Step 2: Specify the dashboard name and description and click Create.

Publish Canvas Dashboard to Reporting

Once you’ve developed your Canvas Dashboard, publish it to production to make it available for viewing.

After it has been successfully published, you can view a list of published Canvas Dashboards. Click on the title to view the dashboard in Reporting.

On the Reporting page, you can find the newly created dashboard in the root folder of the Reporting directory. Please note that the folder structures for Reporting and Modeling are entirely separate.

Alternatively, you can click on the canvas dashboard filename, and click on View in Reporting to navigate to the canvas dashboard location in the Reporting layer.


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