Use Insert Dashboard with 2 how-to topics, including creating a data dashboard and using advanced dashboard settings; jump from the index below, with 2 available without membership and 0 membership-related items.
How-to Index
| # | Topic | Membership |
|---|---|---|
| 1 | 1. Create a Data Dashboard | Free |
| 2 | 2. Use Advanced Dashboard Settings | Free |
How-to Guide
1. Create a Data Dashboard
Entry point: Insert tab → Dashboard button
- Prepare the data source and organize the data you want to visualize.
- Click Dashboard on the Insert tab to open the dashboard editing interface.
- On the component selection page, click the chart type you need to start building. Available options include column charts, line charts, bar charts, pie charts, combo charts, statistic cards, and text components.
- Select the data source and chart settings to complete component creation.
- Drag component borders to resize them, and drag component areas to reposition them and finish the page layout.
Success Criteria
- UI state: The dashboard editing interface opens and the added components are visible.
- Next actions: You can continue adding components, changing settings, or adjusting the layout.
Tips While Using
- Common mistakes: If the selected data range is incomplete, the chart result may not match your expectations.
- Data preparation: It is helpful to organize field names and data ranges before you build components.
2. Use Advanced Dashboard Settings
Entry point: Top toolbar in the dashboard editing page
- Open the dashboard editing interface and review the top toolbar.
- Click + Add Component to add another chart or text component to the current dashboard.
- Click Title to set or edit the dashboard name.
- Click Theme to switch the overall color theme.
- Click Full Screen Display to view the dashboard in full screen.
- Click Export Dashboard to export the current dashboard as an image.
Success Criteria
- UI state: The settings on the top toolbar open and apply normally.
- Next actions: You can continue presenting, exporting, or return to editing.
Tips While Using
- Common mistakes: If too many components are added, the page can become crowded, so adjust size and position before presenting.
- Presentation tip: For meetings and reports, full-screen display is often the clearest option.