Creating a Dashboard

Dashboard allows you to combine multiple reports in a single page for a quick overview. Zoho Analytics provides a flexible m x n layout that allows you to organize the dashboard in any way as required. With this, you can easily create a visually rich and interactive dashboard by adding reports, widgets, user filters, and rich-formatted text.

The following is a sample Dashboard.

The following is the same dashboard in Degisn Mode.

1 - Custom Title added in the Dashboard

2 - User Filters added in the Dashboard

3 - KPI widgets added in the Dashboard

4 - Reports added in the Dashboard

5 - List of Reports in the Workspace to drag into the Dashboard

The above is a sample layout of a dashboard, which could be customized. Once you have created your reports/views that you want in Zoho Analytics you can start designing your Dashboard. This following section describes how to create a Dashboard and layout it as needed.

Creating a Dashboard

With Zoho Analytics, you can easily create multiple tab dashboards with easy-to-use, flexible m x n layouts. You can quickly drag and drop reports and more components to your dashboard to organize them the way you require. 

To create a Dashboard, click the Create button at the top left which invokes the Dashboard Editor. Select the New Dashboard option. The Edit Design window will open. Design your dashboard as required.

The following video explains how to create a dashboard.

 

Note:

You can also create a new dashboard from the Dashboards button in the menu bar.

A shortcut link Create New Dashboards will be available inside the Dashboards button in the menu bar. You will be navigated to the Dashboards Editor by clicking the Create New Dashboards link.

Adding Tabs

Zoho Analytics allows you to add multiple tabs to organize your reports. You can add up to 10 tabs in a dashboard. You can add tabs while creating a dashboard, or to an existing dashboard. Follow the below steps to add tabs to a dashboard.

  1. Open the Workspace.
  2. Click Create at the top left and then select the New Dashboard option. 
  3. The Dashboard designer will open. Click Add Tab button. 
  4.  The existing view will be assigned as New Tab 1 and a new tab will be created. You can further add tabs using the (+) icon.  You can add up to 10 tabs in a dashboard. 
  5. Click the Action icon that appears on the mouse over on the tab. Select Rename
  6. The tab title will convert to edit mode. Specify the names for your tabs. 
  7. Clicking the Duplicate option will copy the tab along with the embedded components into a new tab. 
  8. Click the Remove option to delete a tab. 

Adding Reports

Zoho Analytics allows you to add reports to your dashboard easily with a drag and drop interface.
Follow the steps below to add reports to your dashboard.

  1. Open the Workspace.
  2. Click Create at the top left and then select New Dashboard option. 
  3. You will notice that all the reports available in this Workspace listed in the left panel, which you can drop into the Design Area and resize them to fit your need.

You can add any number of reports to the dashboard and organize them as needed. 

Layouting components in Dashboards

Zoho Analytics provides a flexible m x n layout Dashboard. You can organize the dashboard in any way. You can simply drag and drop the components in edit mode of the dashboard.

Reorganizing Components

You can rearrange the components in a dashboard into any location needed by drag and drop. As you drag, other components will be automatically arranged.  A purple line will appear marking the borders of surrounding views. This will be useful to arrange the views in the desired way. 

You can now move views between the tabs in a dashboard. This allows you to rearrange views in a multi-tab dashboard easily. 

You can also reorganize multiple components together. Select components in the same row and/or column and drag them to the required location. The following animation explains how to re-organize multiple components. 

Resizing components

You can resize the components in the dashboard anytime using one of the following options. 

Drag to Resize 

You can easily resize the component by dragging the border. As you drag, a purple line will appear marking the borders of surrounding views. This will be useful to arrange the views in the desired way. 

You can also resize multiple components together. Select components the same row and/or column and drag them to resize. 
The following animation explains how to resize multiple components together. 

Copy and Paste Dimensions 

Zoho Analytics allows you to apply a uniform dimension to multiple components using the Copy-Paste Dimension option.  
You can select the component with the desired dimensions and click Copy Dimensions option in the contextual toolbar that appears at the bottom. Now select the components on which you want them to be applied and click Paste.

The following animation explains how to copy-paste dimensions from one component to others. 

You can choose to copy the width, or height or both. 

Fit Components to Width

Fit components to width allows you to resize the components to fill available space with proportionate width. 
Select components which are in the same row and same height and click Fit to Width option in the contextual toolbar that appears. The components will be resized with proportionate width to fit in the available space. The following animation explains how to resize to fit components to width.

Fill Space

You can resize the components to fill the space in the dashboard layout in few clicks. The following animation explains how to resize to fill the space.

Remove Components

You can easily remove the components from dashboards anytime. 
To remove a component, click the action menu of the component and click Remove

To remove multiple components together, select the components you want to remove and click the trash icon in the Dashboard contextual toolbar.

Handle Deleted Views

In case a view present as part of a dashboard is deleted, you can choose to restore or remove it from the dashboard. 

Restore
To restore the view from dashboard, hover the mouse over the deleted view and click the Restore icon on the top right.

Remove
To remove the view from dashboard, click the Close icon of the deleted view.

Customizing Dashboard

Zoho Analytics provides context-specific customizing options for all view that you dropped in a dashboard. You can also apply themes to improve the look and feel of your dashboard. To know more details on this, refer to the Customising Dashboard section. 

Below is a final Dashboard with customized theme.


Adding Formatted Text, Images & Embed Elements using HTML

Zoho Analytics allows you to add rich formatted text and images, which can enrich and enhance your dashboards with relevant contextual information and styling.  You can also add elements such as Google Maps, YouTube videos, online forms, etc (by using HTML iframe code snippets).

To add text:

  1. Click Text in the top left corner of the dashboard designer.
  2. The inline Text Editor will open. Add the necessary content in the text editor.
  3. Click the Image icon from the toolbar of the text editor.
  4. Choose an image to upload and click Insert.
  5. Access the HTML editor to embed videos, forms, or format text.

Zoho Analytics allows you to organize the added text as needed at any time. To know how to layout your dashboard, refer here.

Adding KPI Widgets

Zoho Analytics offers a widget-based model for adding single number and chart type widgets within dashboards. These are called KPI Widgets. This is a pretty useful feature to highlight any key metric in a dashboard for easy comprehension. The key metric can also be accompanied with associated comparison indicators to highlight the trend or plotted against a target to show progression.

Zoho Analytics offers two types of widgets,

  1. Single number widget
  2. Chart type widget 

Adding a Single number KPI Widget

Adding a Chart Type KPI Widget

Click here to read a detailed help document about adding a KPI Widget.

Adding User Filters

Zoho Analytics allows you to include dynamic filtering capability in the dashboard view mode using the User Filters option. This enables viewers of the dashboard to apply filters dynamically and view the required information. You can add User Filters to the entire dashboard or for the individual reports embedded as required.

Refer to the Dynamic Filters for Dashboard section to know more about it.