Edit dashboards

You can customize your Insights dashboards to better analyze and present your data. Edit chart data, transform datasets, and create visualizations to match your specific reporting needs.

Edit chart data

Complete the following steps to edit chart data:

1

Select a chart and click Edit chart data.

Edit chart data

2

Select your main data source: Choose a Source type from the drop-down, such as Workflow apps, data tables, recipe job history, or workspace usage. Then, select the specific Data source you plan to use.

Select your data source

3

Transform your data: Use the no-code query builder to filter, sort, summarize, join, and transform data from multiple sources.

Perform queries on your data

For example, you can Join job history data to ROI data stored in a data table, and then Summarize the total hours per run and group the results by department.

To add a transformation between queries, hover between them and click Add query.

Add a query between existing queries

4

Visualize your data: Create interactive charts and organize them in dashboards with a WYSIWYG (what-you-see-is-what-you-get) editor.

Visualize your data