Dashboards

The All Dashboards screen provides a comprehensive, centralized view of all dashboards within the Superset analytics tool. Dashboards serve as containers for visualizations, charts, and filters that present insights from your data. This guide explains how to manage these dashboards effectively.

Important Notes

• When you define attributes in the Analytics Event Definition, a table is automatically created based on these definitions. This table must include a field named key, and this field should contain the device ID of the user. This field is mandatory. Without it, the data will not be processed correctly.
• You cannot transfer data that is older than the table’s creation date.
  Only data with a date equal to or later than the table’s opening date will be accepted.
• If an event is defined in the Analytics Event Definition and the SDK is integrated,
  the existing SDK will automatically send data for those events .

How to Access

Navigate to Analytics > Advanced Analytics > Dashboards

All Dashboards

The dashboard list is displayed in a table format that includes:

• Name: The title of the dashboard. Use meaningful names to quickly identify the purpose or content of the dashboard.
• Status: Indicates whether the dashboard is Published or in Draft status.
• Tip: Regularly review dashboard statuses to ensure that finalized dashboards are published, while work-in-progress items remain in draft until they are ready.
• Owners: The user(s) responsible for the dashboard. Knowing the owner helps in reaching out for updates or troubleshooting issues.
• Last Modified: The date and time when the dashboard was last updated.
  Sort dashboards by modification date to quickly find the most recent or relevant dashboards.
• Actions:
  • Export: Click Export to immediately download a zip file of the dashboard to your Downloads folder.

Filtering Options

To streamline the search for specific dashboards, use the filter panel located above the dashboard list:

• Name: Type in keywords to filter dashboards by their title.
• Status: Select a status (e.g., Published, Draft) to limit results.
• Owner: Choose from a list of dashboard owners.
• Favorite: Filter by dashboards marked as favorite using the Yes/No dropdown.
• Certified: Filter by dashboards that have been reviewed and certified using the Yes/No dropdown.
• Modified By: Use the dropdown to filter dashboards by the user who last modified them.

Create New Dashboard

Dashboards help you organize and display multiple charts in one place. There are three ways to create a dashboard:

1. Creating a Dashboard While Saving a Chart – Set up a new dashboard while saving a chart and add it immediately.
2. Editing an Existing Dashboard – Modify a dashboard to include new charts and customize its layout.
3. Starting from a Blank Dashboard – Create an empty dashboard and add charts later.

1.Creating a Dashboard While Saving a Chart

When you create or edit a chart in Superset, you have the option to add it to a dashboard while saving. Follow these steps:

1. Save Your Chart
   • Once your chart is ready, click on the "SAVE" button.
   • The Save Chart panel will appear.
2. Name Your Chart
   • If this is a new chart, enter a name in the "Save as" field.
   • If you are updating an existing chart, you can keep the current name or modify it.
3. Add the Chart to a Dashboard
   • In the "Add to Dashboard" field, choose where you want to save your chart:
     • To add the chart to an existing dashboard, select the dashboard from the dropdown list.
     • To create a new dashboard, type a name in the field and select "Create new dashboard: [dashboard name]".
4. Save the Chart
   • Click "Save" to store the chart.
   • If you want to go directly to the dashboard after saving, click "Save & Go To Dashboard".

Once saved, the chart will be available in the selected dashboard, where you can further customize its layout and settings.

2.Editing an Existing Dashboard

You can modify an existing dashboard to include new charts and adjust its layout. Follow these steps to edit a dashboard in Superset:

1. Access the Dashboard – Navigate to the Dashboards screen and select the dashboard you want to edit.
2. Click the Edit Dashboard icon to enable editing.

3. Navigate to the Charts Tab – Select the Charts tab to view all available charts. This list includes charts you have created or those shared with you.

4. Add a Chart – Drag and drop a chart from the list into an open space on the dashboard.
5. Save Changes – Once you've arranged the charts, save your updates to apply the changes.

This allows you to easily customize dashboards by adding relevant visualizations and insights.

3.Starting from a Blank Dashboard

You can create a new dashboard and add charts as needed. Follow these steps to start from a blank dashboard:

1. Create a New Dashboard – Navigate to the Create a New Dashboard screen and click + Dashboard to create a new dashboard.
2. Open the Content Panel – In the newly created dashboard, open the Content panel.
3. Add a New Chart – Click + Create a New Chart to start building a chart from scratch.
4. Continue Chart Creation – Once completed, you can add it to the dashboard.

This method allows you to build a fully customized dashboard by adding and arranging charts as needed.

Dashboard Customisation

Customizing your dashboard is key to enhancing user experience and ensuring that it aligns with your organization’s specific needs. This section explains the various layout elements available and how to use them to organize the content effectively on your dashboard.

Dashboard Layout Elements

The dashboard offers a variety of layout elements that allow you to structure and organize your content. Each element serves a unique purpose and can be added easily by following the steps below:

1. Navigate to the LAYOUT ELEMENTS tab within the dashboard screen.
2. Drag and drop the desired layout element onto your dashboard to begin customization.

Available Layout Elements

1. Tabs

Tabs allow you to divide your charts and data into distinct, manageable sections.

• How to use: Once added to your dashboard, you can assign multiple charts or components to a tab, allowing users to switch between different sets of data with ease.
• Best Use Case: Tabs are ideal when you need to display multiple data sets that belong to different categories but want to keep the interface clean and accessible.

2. Rows

Rows help structure the dashboard by allowing elements to be arranged horizontally.

• How to use: Drag and drop a row element onto your dashboard and place charts, text, or other components within it. Rows help in maintaining an organized, linear layout.
• Best Use Case: Rows work well when displaying a sequence of related data elements, such as multiple charts or KPI indicators in a single line.

3. Columns

Columns allow you to stack elements vertically for a well-structured, easy-to-read dashboard layout.

• How to use: Add a column element to create vertical sections that contain multiple rows or individual components. This ensures a clean, segmented arrangement.
• Best Use Case: Columns are useful when you need a side-by-side comparison of different data points or want to align content in a structured format.

4. Header

The header element lets you add titles to your dashboard or specific sections.

• How to use: After adding a header element, you can enter text that will appear as a title or label for your charts or groups.
• Best Use Case: Headers are useful for providing clarity and context, especially when grouping related charts or sections together.

5. Text/Markdown

This element lets you add custom text or markdown to your dashboard.

• How to use: Use the text/markdown element to provide explanations, insights, or instructions. Markdown allows you to format the text, such as making it bold, italic, or adding links.
• Best Use Case: It is perfect for adding annotations, descriptions, or instructions that complement your visual data and enhance user understanding.

6. Divider

A divider is used to visually separate different sections of your dashboard, improving readability and organization.

• How to use: Drag and drop the divider to the desired location to create a clear boundary between sections or groups of content.
• Best Use Case: Dividers are ideal when you have multiple sections of related data or charts and need to make distinctions between them.

Dashboard Properties

Accessing Dashboard Properties

To modify your dashboard properties:

1. Click the … (more options) button next to the Save button.
2. Select Edit Properties from the dropdown menu.

Dashboard Properties Overview

1. Basic Information

• Name: The title of your dashboard. You can edit this to make it more descriptive and relevant.
• URL Slug: A readable and shareable URL path for your dashboard.

2. Access

• Owners: A list of users who have permission to modify the dashboard.
  • Owners can be searched by name or username.
  • Only users added as owners can make changes to the dashboard settings.

3. Colors

• Color Scheme: Allows you to select a predefined color scheme for your dashboard.
  • Choosing the right color scheme helps maintain consistency with your organization's branding or improves readability.

4. Certification

• Certified By: Specifies the person or team that has officially validated the dashboard.
• Certification Details: Additional information that appears in the certification tooltip, providing context about the certification.

5. Advanced Settings: JSON Metadata

• This section contains a JSON object that is dynamically generated when you click Save or Overwrite in the dashboard view.

• Power users can modify specific parameters within this metadata.
• Important: Do NOT overwrite the "filter_scopes" key, as it may impact dashboard functionality.