Dashboards (Legacy)

Important

• Holistics recommends using Canvas Dashboard.

• Holistics Dashboard 3.0 are now called legacy dashboards. See this guide on how to convert legacy dashboards into Canvas Dashboards.

Introduction

In Holistics, Dashboard is a collection of widgets that help you tell a story, or paint a big picture of your organization. This is where you save your ad-hoc data exploration into something permanent and deliver continuous values to your end users.

Create a dashboard

How-to

On Reporting page, you can create a new dashboard by clicking on the (+) next to a folder, or use the Create menu when you are browsing a folder.

Method 1

Method 2

Dashboard metadata

You can find useful information about your dashboard by clicking on More Info, which includes:

• Dashboard description
• Created time & person
• Last edited time & person
• Frequent viewers - Top 5 users who view the dashboard most frequently in last 30 days (excluding public users)
• Views - The number of dashboard views in last 30 days
• Favorites

Admins can hide the metadata in case of security risks. Find the option in Organization Settings > General Settings.

Dashboard options

If you click on the ... (More) symbol, you can see there are a few more things you can do with your dashboard:

• Dashboard Preferences: This section contains all important configurations of your dashboard, including the ones we have mentioned above.
• Embedded Analytics: Embed Holistics dashboard in your own application and make it available to your own customers. For more information, please refer to the Embedded Analytics documentation page.
• Lock: If you are an Admin, you can lock important dashboards to prevent other Analysts from making accidental changes.
• Duplicate: Quickly replicate your whole dashboard to a new one.
• Move to: Move your dashboard to another folder. Note that:
  • If the dashboard is in the public workspace, it can only be moved within the public workspace.
  • If the dashboard is in your private workspace, it can be moved out to the public workspace.
• Delete: Permanently remove your dashboard from the workspace. This action is irreversible.

Add dashboard widgets

How-to

After creating a dashboard, you can start adding widgets directly from the dashboard page, or save your data exploration results into the dashboard.

From Dashboard View

Go to Add -> Add New Report for a report widget or Add Text for a text widget in the dashboard view. Choose a dataset, and use the drag-and-drop UI to explore and create visualizations.

From Dataset Exploration

While exploring data, click Save and select an existing dashboard to save your exploration result to it.

Widget types

In Holistics's dashboard, there are two types of widgets: Report widget and Text widget.

Report widgets are used to visualize your data. Since Report widgets are backed by datasets, you can freely explore the underlying data:

On the other hand, Text widgets are used to provide additional instructions, context, warnings... directly in your dashboard. The widget supports Markdown, which should serve your most common formatting requirements.

For example, adding dashboard section header:

Customize widgets

Resize Widget:

To resize a report widget, hover your cursor at any corner of the widget until it becomes open_in_full . Drag to expand or minimize the widget.

Customize Display Preferences:

You can tweak the display of the widgets for a cleaner look by clicking on the "..." on the top right corner of the widget and select Widget Preferences:

This is how the widgets look like when toggling between options:

Add Dashboard Filters

To add filters to your dashboard:

1. Click on Add filter icon on the top right corner. The Add Filter screen will appear.
2. Enter the name of your filter, and choose from the five types of filters (Field, Date, Text, Number, True/False).
3. Enter a default value for your filter if necessary.
4. Toggle on the widgets that you want to control, and map the filter to a widget's fields.Notes:
   • You can only map the filter to fields of the same data type.
   • You can map the filter to any field available in the widget's dataset, not just the ones you used to create the visualization.