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Help Center / Dashboard setup

Dashboard setup

You've finished creating the base of your dashboard and are now ready to start building and customizing your dashboard's insights. Our dashboards' customization features allow users to experience the true power of advanced geomarketing analytics. In addition to our advanced filtering features users can add graphs, tables, texts, images or even custom HTML to each dashboard project.

Edit dashboard layout

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As a dashboard owner you can fully customize the layout of your dashboards. You can choose to show a map, your graphs, or both at once. To change the view simply click the button next to the options tab. In here you can select one of the following options:


What's the difference between maps and dashboards?
Data and maps are the driving force behind our dashboards. A dataset contains the geometry to any point or area — anything from a single coordinate to the geographic breakdown of an entire country — and data applied to this geometry populates your dashboard’s graphs.

Change the number of blocks per row

Follow these steps to change the number of dashboard blocks per row.

  1. Click the gear icon in the top left corner and select the STYLING tab.
  2. Click the dropdown menu in the DASHBOARD > LAYOUT section.
  3. Select whether you want 1 or 2 blocks per row.
Quick tip!
Changing the number of blocks per row only affects the view when you view the dashboard in dashboard mode. When the graph view is selected, the number of blocks per row will be determined by the screen/window width.

Dashboard sections

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Adding sections

  1. To add a section to a dashboard you can click the + ADD SECTION button. You can also click the settings icon () in the top left corner and select the SECTIONS tab.
  2. You will see an overview of all the current sections in your dashboard. Select the + ADD SECTION option.
  3. Name your section and click SAVE.

Your new section has now been added to your dashboard.

 

Rename sections

  1. Go to the SECTION tab in the settings menu ( > SECTIONS)
  2. Move your cursor over the section name and click the text field to edit.
  3. Rename your section and click SAVE to confirm.

 

Edit section order

  1. Go to the SECTION tab in the settings menu ( > SECTIONS)
  2. Move your cursor over the list icon next to the section name. Drag and drop your sections into your desired order.
  3. Click SAVE to confirm.

 

Remove a section

  1. Go to the SECTION tab in the settings menu ( > SECTIONS)
  2. Click the small bin icon next to the section title to remove that particular section. Keep in mind: deleting a section also deletes all the blocks within that section.
What's the difference between sections and blocks?
A section contains multiple blocks and is listed as a tab in order to streamline dashboard navigation.

 

Dashboard blocks

Dashboard blocks provide extra insights to your dashboard; add graphs, tables, images, or even custom HTML. Our dashboards also allow you to add, delete, or rearrange blocks at any time. 

  1. To add a block, click the + ADD BLOCK button in your desired section.
  2. Select one of the options: Graph, Text, Image or Custom HTML.

 

Graphs

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  1. Select a data source and category.
  2. Select the characteristic you’d like to visualize in your dashboard.
  3. A block title will be generated automatically based on the characteristic you have chosen; to rename your block, simply select the GENERAL tab and enter a new block name.
  4. Click SAVE to confirm.

 

Text

  1. Enter a title.
  2. Click the DATA SOURCE tab and input your text (no HTML).
  3. Click SAVE to confirm.

 

Image

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  1. Enter a title.
  2. Click the DATA SOURCE tab followed by the + ADD IMAGE button. There are two ways to proceed when adding your image:
    1. Upload your image in a library by clicking the + UPLOAD IMAGE button and select your uploaded image.
    2. Enter your image URL.
  3. Click the ADD IMAGE button
  4. After adding an image you can edit its display settings (such as fit and alignment) or add a description — this will show up as a caption overlay.
  5. Done? Click SAVE to confirm.

 

Custom HTML

  1. Enter your title.
  2. Click the DATA SOURCE tab and enter your HTML text.
  3. Click SAVE to confirm.

 

In need of custom HTML inspiration?
Adding custom HTML may seem complex, but it can offer users a lot of extra flexibility when it comes to styling options which aren’t accessible via our standard settings. For more inspiration, please take a look at our custom HTML block templates.

 

Delete blocks

  1. Click the three dots in the block you’d like to delete.
  2. A menu will pop up on the left. Click the REMOVE BLOCK button.
  3. Confirm by clicking the REMOVE BLOCK button in the popup window.

 

Change block order

  1. To change the block order simply click the three dots in the block that you’d like to move.
  2. A menu will pop up on the left. Click the arrow buttons to move the block across the dashboard.
  3. Confirm by clicking SAVE.
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Keep in mind: You can only change the order within a single section. To “move” a block to another section you must add a new block with the same settings to that section.

 

Styling options

Change color settings 

  1. To change the colors used in a dashboard you can click the settings icon ( icon) in the top left corner. You must then select the STYLING tab.
  2. Change the following color settings:
    • Primary color: This is the color of the dashboard’s header and buttons.
    • Section title color

Set custom logo

  1. To add or change your dashboard’s logo click the settings icon ( icon) in the top left corner and select the STYLING tab.
  2. Click the SET LOGO button.
  3. Enter an image URL or upload an image file by clicking the FILE button (Max. file size: 1MB. Supported files: JPG, PNG, SVG and GIF)
  4. Click SAVE to confirm.

 

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