Edit dashboards

You can customize your Insights dashboards to better analyze and present your data.

Edit chart data by selecting a data source, transforming datasets, and creating visualizations to match your reporting needs.

Additionally, you can rename or delete dashboards and check when they were last modified.

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

5

Click Save to page to save your changes to the chart.

6

Click the Preview tab to preview your dashboard.

Preview your dashboard

7

Click Save to save your dashboard, then click Exit when finished.

Rename a dashboard

Complete the following steps to rename a dashboard:

1

Go to Platform > Insights.

2

Click the ... (ellipsis) next to the dashboard you plan to rename, then select Rename dashboard.

Rename dashboard

3

Enter a new name for the dashboard.

4

Click ✓ to confirm your changes.

Delete a dashboard

Complete the following steps to delete a dashboard:

1

Go to Platform > Insights.

2

Click the ... (ellipsis) next to the dashboard you plan to delete, then select Delete dashboard.

Delete dashboard

3

Click Delete dashboard again to confirm.

View when a dashboard was last modified

To see when a dashboard was last modified, check the displayed date and time:

Dashboard last modified date