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Creating & Managing Dashboards

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Sisu Dashboards provide an easy way to visualize your metrics and track any changes over time, giving stakeholders access to a curated representation of the data.

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Creating a Dashboard

To create a Dashboard:

  1. Click the “Dashboards” icon in the left navigation, then click New dashboard.
    The Create New Dashboard modal will be displayed.

    Create_Dashboard.png

  2. Type a name and an optional description for the Dashboard, then click Save.
    The new Dashboard will be listed in your Dashboards list.

    tip_icon.png Sisu recommends being as descriptive as possible with the name and description, so that others on your team can easily identify the content.

    Dashboards_List.png

  3. Click on the Dashboard name to open and view its content.

    info_icon.png Refer to Adding Exploration Tiles to Your Dashboard for information about populating your Dashboard. Note that you can also create new Dashboards during this process.

 

 

Editing or Deleting a Dashboard

To edit or delete a Dashboard:

  1. Click the <...> icon for the Dashboard, and select Edit or Delete.
    Clicking Edit will open the Edit Dashboard Info modal, where you can change the Dashboard’s name or description.

    Edit_Dashboard.png

 

Running All Tiles on the Dashboard

To run and refresh all tiles on the Dashboard on demand:

  1. Click Run at the top of the Dashboard.

    Run_Dashboard.png


    All Dashboard tiles (Explorations) will be updated.

    info_icon.png Note that this action will also run and update underlying Exploration itself.

Scheduling Auto-Run for the Entire Dashboard

To schedule your Dashboard to auto-run at a specified time:

  1. Select the Calendar option in the upper right corner of the Dashboard, and define your schedule as desired.

    Schedule_Dashboard_Auto-run.png
    All tiles on Dashboard will be run and refreshed according to the schedule as defined.

    info_icon.png Note that this action will also run and update the underlying Explorations as well.

    Furthermore, if a tile has been added to multiple Dashboards, updating the schedule settings in one dashboard will update tiles in the other Dashboards as well.