Once you’ve found the content you’re looking for, you can view that content and make non-permanent changes to it, like filtering the data or changing a time zone. You can view and click on dashboards and Looks without impacting anyone else — unless you choose to edit something, make changes, and then save them.
This page explains how to use the dashboard in other ways, such as downloading the dashboard or using the dashboard to start exploring your own related questions. See the Viewing Looks documentation page for a similar rundown on viewing Looks. Learn more about browsing and exploring data before starting to edit Looks or edit dashboards.
- Dashboard Introduction
- Opening a Saved Dashboard
- Making Temporary Changes to a Dashboard
- Refreshing Data in a Dashboard
- Scheduling Dashboard Data Delivery
- Sending Your Dashboard Immediately
- Downloading Your Dashboard
- Opening a Tile’s Look
- Exploring the Data Used in a Dashboard
- Using Links and Actions
- Navigation Shortcuts
- Viewing Visualizations on Mobile Devices
A dashboard is a collection of visualizations, text, and queries that are displayed like tiles together on one page:
To view a dashboard, navigate to the space that contains the dashboard and click on the dashboard’s name (as shown in this section below). To learn more about creating and managing your own dashboard, see our Creating User-Defined Dashboards page.
Opening a Saved Dashboard
To open a saved dashboard:
- Click the Browse menu.
- Navigate to the appropriate Space or page.
- Click the dashboard name to open the dashboard.
Making Temporary Changes to a Dashboard
You can make some types of temporary changes to a dashboard without affecting anyone else, such as changing the time zone. If your dashboard has filters, you can also change the filter values to restrict the dashboard to certain types of data.
To save these changes for other users, see the Editing User-Defined Dashboardsdocumentation page.
Changing Dashboard Filter Values
Discover dashboards often have one or more filters that affect one or more of the tiles. You can change a filter to see how the data changes. You will not affect anyone else by changing the filter unless you edit and save the dashboard.
For example, dashboards often have a filter that specifies the number of days to include. You can see the filter by clicking the Filter section:
Then you can use the drop-down menus to change the filter choices as desired:
In the drop-downs, one of the choices is Matches (Advanced), which enables you to use advanced filtering choices.
Configuring a Dashboard Time Zone
If your admin has enabled the User Specific Time Zone setting, you can use the time zone drop-down menu to specify the time zone in which a dashboard is run:
You can choose one of the following options:
- Each Tile’s Time Zone to have all tiles run in the time zone in which they were saved.
- Viewer Time Zone to have all tiles run in your user’s dashboard setting.
- Any of the time zones listed in the drop-down to have all tiles run in that time zone.
Refreshing Data in a Dashboard
Discover dashboards aren’t static snapshots of data from a specific time. Discover dashboards pull data from your live database when you load the page. Typically, Discover has access to the data as fast as the data reaches the database.
If you’ve already loaded a dashboard and want to get fresh data, click the gear icon in the upper right and select Clear Cache & Refresh to rerun the queries for all tiles on the dashboard. If you want to refresh a specific dashboard tile, click the three-dot icon and choose Clear Cache & Refresh.
Frequently using the Clear Cache & Refresh option on a dashboard with many tiles, or very large reports, can cause a strain on your database. You can check the age of the dashboard’s data to the left of the Run button to see if the refresh is truly needed.
Scheduling Dashboard Data Delivery
Discover lets you schedule periodic delivery of your dashboard to email recipients or to other data destinations. See the Scheduling Data Deliveries documentation page for more information.
Sending Your Dashboard Immediately
Discover lets you send a dashboard immediately in an email to yourself or other people, or send the results to another data destination. See the Sending Data Now documentation page for details.
Downloading Your Dashboard
Discover lets you download your dashboard so that you can store or share the current data. You can download the dashboard as a zipped collection of CSV files or as a PDF.
Downloading Your Dashboard as CSV Files
- Click the gear icon in the upper right-hand corner of the page.
- Select Download as CSVs to begin the download.
The zipped directory will have a separate CSV file for each dashboard tile. Each CSV file includes the formatted data used to create the tile in the dashboard:
Downloading Your Dashboard as a PDF
If your Discover admin has given you download permissions, you can also download your dashboard in PDF format:
If you don’t see the Download as PDF option, check with your IT admin about installing Chromium.
- Click the gear icon in the upper right-hand corner of the page.
- Select Download as PDF.
- Optionally, use the Filename box to change the name of the PDF file.
Optionally, expand the Advanced options menu to further customize your PDF.
Then check the Single column format box if you want the PDF to show the dashboard tiles in a single vertical column. Leave the box unchecked if you want the PDF to show the tiles as they are arranged in the dashboard.
You also have the option to specify the optimal size and orientation of your PDF by selecting from the Paper size drop-down menu. Large visualizations or groups of overlapping dashboard tiles may need to be resized to fit cleanly on a PDF page. If you do not see the Paper size option, talk to your Discover admin about installing Chromium for your Discover instance.
Downloading Data from Dashboard Tiles
To download the data from a specific tile, click the three-dot icon and select Download Data:
See the Downloading Data documentation page for more information about the options available to customize your data download.
Opening a Tile’s Look
For tiles based on Looks, you can see the Look that generated the tile by selecting View Original Look from the tile’s three-dot menu:
Exploring the Data Used in a Dashboard
Dashboards are also starting points for further exploration. If given permission by your Discover admin, you can click the title of a tile to explore its underlying data, or you can select Explore From Here from the tile’s menu:
Once you arrive at the Explore page, you can continue to adjust the query for your particular interest.
You also can click or hover on some elements in the dashboard tiles (such as a slice of a pie chart) to view more details about the data. You can learn the skills to explore the details of a dashboard’s data on the exploring data pages.
Using Links and Actions
The presence of links or actions are indicated by three periods following the data in a field.
In some cases, your Discover developers may have added clickable links to your data:
When you click on the data in the field, Discover provides an option to open the destination of the link. In the example above, the developers added a link to the Brand column. When you click on a brand listing, Discover provides an option to perform a Google search for that brand name.
Your Discover admin and developers can set up an integrated service and tag a field to provide access to that service. Then, when you click that field, you can choose to send your data to that service:
In the example above, the Phone field has a link to the Twilio service. When you click the phone number and select the Twilio action, Twilio prompts you to enter a message. Then Twilio then sends that message to the phone number.
When exploring a dashboard, you can navigate to other items within the same Space by using the drop-down in the upper left.
Viewing Visualizations on Mobile Devices
When viewing a dashboard tile visualization on a mobile device, Discover has the following touch options to make it easier to view information about your data:
- Tap a data point on the visualization to show information about that data point.
- Press and hold a data point to drill into the data behind the data point.
- Press and drag across the visualization to show information about each data point as you move over them.