Dashboards Overview

Learn about dashboards and how they can be used as an interactive data visualisation tool for real-time data analysis.

What are Dashboards?

Dashboards can be used to create a visual representation of collected session data with a combination of charts, grids, gauges and many more controls. A dashboard can be created in minutes and can be displayed anywhere simply by opening the dashboard in a browser.

Getting Started

The following links provide a guide on how to create and use dashboards for your projects.


Creating a New Dashboard

To start creating a new dashboard, select create dashboard from the dashboards menu.

Cu dashboards 6 create menu

Preparing a new dashboard

This screen is where you can set the name of the new dashboard and select the projects and ultradrop resources that will be used in the dashboard. The dashboard can also be assigned to groups to allow sub users to access the dashboard. When you have finished preparing the new dashboard, click the new dashboard button to save the new dashboard.

Cu dashboards 1 create

Data Sources

This section allows you to select the projects and ultradrop resources that will be used in the dashboard. The selected data sources will be available within the Dashboard Designer , allowing you to add points to the dashboard layout or use an ultradrop resource to filter down the sessions that will be displayed in the dashboard. Data sources can be added or removed at any time unless a data source is used in a Join Table using the Query Builder .

Groups

This section allows you to assign the dashboard to groups which will allow sub users to access the dashboard if they belong to any of the assigned groups.

Starting to Design the Dashboard

When the dashboar has been saved you will be taken to the new dashboard's details page. This page provides an overview of the dashboard's settings and associated projects, ultradrops and groups. You can start designing the new dashboard's layout by clicking the Start Dashboard Designer button.

Cu dashboards 2 start wizard

For more details on how to use the Dashboard Designer, see the Dashboard Designer documentation .


Opening a Dashboard

A dashboard can be opened from the dashboard list page by opening the dashboard actions menu and selecting the Open in New Tab action or alternatively the previewer can be opened from any of the other dashboard pages by selecting the Open in New Tab button at the top of the page. This will open the dashboard in View Mode so that you can see the dashboard with data from your projects.

To learn how to navigate the Dashboard Viewer you can read more:


Editing a Dashboard

You can start editing a dashboard from the dashboard list page by opening the dashboard actions menu and selecting the edit action or alternatively the edit page can be opened from any of the other dashboard pages by selecting the edit tab at the top of the page.

Cu dashboards 3 edit

Editing a Dashboard's Settings

The edit page allows you to change the name of the dashboard, add or remove data sources and allocate the dashboard to groups.

Renaming a Dashboard

The name field allows you to change the name of the dashboard. Please note that the name must be unique for each dashboard.

Adding or Removing Data Sources

This section allows you to add or remove the projects and ultradrop resources that will be available in the Dashboard Designer . These data sources can be added or removed at any time unless a data source is used in a Join Table using the Query Builder . To remove a data source that is being used in a join table you will need to remove the join table from the dashboard designer first.

Cu dashboards 4 data sources

Adding or Removing Groups

This section allows you to change the groups that this dashboard is assigned to, allowing you to change which sub users have access to the dashboard. Any sub users that belong to the same groups as the dashboard will be granted access to the dashboard.


Duplicating a Dashboard

A dashboard can be duplicated by opening the the dashboard and selecting the Duplicate button from the top of the page. You will need to specify a new, unique name for the dashboard that will be created.

Cu dashboards 5 duplicate