Create Dashboards

Learn to design, create, and manage interactive dashboards.

What Are Dashboards

Dashboards are interactive tools used for displaying visualizations in an easily digestible format. The primary purpose of a dashboard is to provide a quick, at-a-glance view of key performance indicators (KPIs) and other relevant data to support decision-making.

Dashboard Example

Dashboards are widely used in business environments for monitoring company performance, tracking sales trends, analyzing customer behavior, managing projects, and more. They are also valuable in non-business contexts, such as in healthcare for patient data monitoring or in education for tracking student performance.

GoodData supports extensive Dashboard customization in both form and function. See Customize Appearance, or if you are aReact developer, also check out our React SDK.

Designing Your Dashboards

When designing dashboards, it is useful to try and stick to the following principles:

  • Structure: Organizing information logically based on user needs or business areas.
  • Navigation: Ensuring ease of movement within the dashboard through global and local navigation elements.
  • Hierarchy: Creating a visual and logical layout that highlights the most important information.
  • Grouping: Arranging similar information together for quick comparison and analysis.
  • Labeling: Using clear, concise labels for easy understanding of metrics and trends.
  • Filtering: Providing options to focus on specific, relevant data.

For a detailed exploration of these principles, you can read the blog article Six Principles of Dashboard Information Architecture.

Manage Dashboards

Create a Dashboard

On the workspace toolbar, click Dashboards, then click Add dashboard to start creating a new dashboard.

To name the dashboard, click Untitled at the top and fill in a name.

You can change the dashboard’s name later. For details, see Rename a Dashboard.

Share a Dashboard

Newly created dashboards are private. To share you dashboards with other users, see Share Dashboards.

Edit a Dashboard

Select the dashboard that you want to edit from the list of dashboards and click Edit.

Rename a Dashboard

You can rename any dashboard at any time without affecting its visualizations, or the dashboard ID.

Steps:

  1. On the workspace toolbar, click Dashboards.
  2. Select your dashboard from the list of dashboards.
  3. Click Edit.
  4. Click the dashboard name and edit it.
  5. Click anywhere outside of the name text box.
  6. Click Save & Publish.

Delete a Dashboard

You can delete your dashboards anytime. 

Deleting a dashboard does not delete the visualizations the dashboard is built from.

Steps:

  1. On the workspace toolbar, click Dashboards.

  2. Select your dashboard from the list of dashboards.

  3. Click Edit.

  4. Click Delete and confirm.

    The dashboard is deleted.

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