Guide to the Dashboard Builder

If your account includes access to the Dashboard Builder and you’re setting up dashboards for the first time or editing existing ones, this series of guides and videos will take you through everything step by step.

Each guide builds on the last, so you can follow along in order or jump straight to the topic you need help with.

Learn how the Dashboard Builder is organised and where to find the main tools for creating, editing and managing dashboards.

Learn how to add, move, resize, and edit charts in your dashboard, connect them to your data, and create different chart types, including bar charts, pie charts, and tables.

Learn how to add filters, edit chart appearance and interactivity, and manage, duplicate, or export charts in the Dashboard Builder.

Learn how to add and configure interactive and chart-level filters in the Dashboard Builder, set default filter values, and manage filter behaviour and interactions.

Learn how to customise your dashboard’s design and styling, change colours and fonts, adjust chart appearance, and add tooltips for a consistent and professional layout.

Learn how to view, compare and restore previous versions of your dashboard using the version history feature

Learn how to share your dashboards, whether you want to send them to yourself or share them with someone else in your organisation

Each guide includes a video tutorial and a written guide so you can follow along at your own pace.