Configuring Dashboards

Discover how to configure dashboards in Tathya for comprehensive data visualization and analysis.

Save Chart to an Existing Dashboard Or Create a New Dashboard

While in the process of saving a chart, you have the option to directly add it to a dashboard.

In the "Add to Dashboard" field, you can specify whether you want to add the chart to an existing dashboard or create a new one.

• If you would like to save the chart to an existing dashboard, then select the dashboard from the drop-down list.

• If your new chart does not align with the existing dashboards, go ahead and enter the dashboard name and create a new dashboard.

• Select Save or, to browse directly to the defined dashboard, select Save & Go To Dashboard.

The added chart becomes easily shareable. Options include downloading data or a PNG file, copying the chart link, or setting up regular email reports for automated sharing.

Add Charts to a New Dashboard

Locate and click on the "Dashboards" option in the top navigation menu. This will take you to the dashboard management page.

• Click on the "+ Dashboard" button to initiate the creation of a new dashboard.

• Provide a meaningful and descriptive name for your dashboard. Add any relevant tags or categories.

• A list of existing charts will be displayed. Choose the charts you want to include in your dashboard. These could be charts, graphs, or any visualizations you've previously created.

• Use the drag-and-drop functionality to arrange the selected charts on your dashboard. This allows you to create a customized layout that visually communicates your insights effectively.

• Fine-tune the layout by adjusting the size and position of each slice using the drag-and-drop feature. Customize the dashboard title, description, and other settings. Consider adding annotations for clarity.

Annotations provide additional context or explanations for specific data points, enhancing the interpretability of your dashboard.

• Publish your dashboard once satisfied with the layout and content.

Add Charts When Editing a Dashboard

Navigate to the Dashboards screen and go to the dashboard to which you want to add charts.

• Select the Edit dashboard icon.

• Select the Charts tab.

• The Charts tab contains a list of all charts that you have access to (i.e., charts that you have created or a team member has shared ownership access).

• To add a chart, just drag & drop the chart card into a space on the dashboard.

• Publish your dashboard once you have added all the required charts.

Creating a New Chart from an Empty Dashboard

Navigate to the Dashboards screen and select + Dashboard.

• In the Content panel, select + Create a new chart.

At this stage, you can proceed with the process of creating a new chart by following the steps discussed under the section “creating a new chart”.

Removing Charts from a Dashboard

To remove a chart from the Dashboards screen, select the Edit dashboard icon.

• While your cursor is hovering over a chart, select the trash icon in the upper-right corner of the chart.

• To delete an entire row of charts, select the trash icon on the far left side of the row.

Selecting the trash bin icon merely removes the chart(s) from your dashboard, it does not delete them from Tathya.

Deleting a Dashboard

A dashboard can be deleted from the Dashboards screen by clicking on the delete icon in the Actions column header.

• On clicking the delete icon, you will see a popup that confirms the deletion of a dashboard. Type 'DELETE' to delete the dashboard.