Creating or cloning a dashboard

There are two ways to create a new dashboard.

Create a Blank Dashboard


To create a blank dashboard, select Dashboard from the left navigation bar.





Click the blue button in the upper right corner labeled + Create New Dashboard, then select Create Blank Dashboard.



Next is this screen: 

Give the dashboard a descriptive name and click Save. (It can be renamed easily later.) After saving the name, the Basic Settings for the dashboard will be displayed.


On the Basic Settings tab, the dashboard name can be changed. The Sharing and Email tabs are discussed elsewhere.

 Any changes you make will take effect after hitting Save. Clicking on Back to (Dashboard name) will take you to the main dashboard screen.

 


Create a Dashboard from a Link

The second way to create a dashboard involves finding any of the + Add to Dashboard links scattered throughout the InsightStore. I've selected one at the bottom left corner of a question.

Clicking that link results in this modal:

Clicking in the dropdown list, the first option is - Create New Dashboard -.

Selecting that option adds a new field to the modal where I can enter a name for the new dashboard.

After entering the new name, I click Submit to create the new dashboard. This message is displayed.

When I click on the list of dashboards at the top of the page again, I see my new dashboard listed. It contains a question results dashlet for the question I chose.

Cloning a Dashboard

It is also possible to create a new dashboard by cloning an existing dashboard. Cloning allows you to make a complete copy of a dashboard and then make changes that won't affect the original dashboard.

To clone a dashboard, pull it up in the list of dashboards, then click the blue button in the upper right corner labeled + Create New Dashboard, then select Clone This Dashboard.

Video on Dashboard Creation

Here's a video on creating a dashboard and adding dashlets.