Utilizing Dashboards
Last updated June 21, 2024
Learn how to utilize dashboards in Revelio Labs to visualize and extract meaningful insights from your data. Dashboards provide a powerful way to keep track of your metrics in real-time and present data in a visually appealing format.
Step-by-Step Guide
- Accessing Dashboards
- Navigate to the 'Dashboards' section from the main menu on your Revelio Labs dashboard.
- Select an existing dashboard or click on 'Create New Dashboard' to start from scratch.
- Adding Widgets
- Click on 'Add Widget' to insert a new data visualization element onto your dashboard.
- Choose from various widget types such as charts, graphs, tables, and more.
- Configure the widget settings, including data sources, visualization type, and filters.
- Customizing Layout
- Drag and drop widgets to rearrange their positions on the dashboard.
- Resize widgets by dragging the corners to fit them to your desired layout.
- Use 'Save Layout' to keep your custom layout settings for future use.
- Applying Filters
- Click on 'Filters' to open the filter configuration panel.
- Select filters that apply to your data set, such as date range, categories, etc.
- Apply the filters to update the dashboard widgets with the filtered data.
- Saving and Sharing Dashboards
- Once satisfied with your dashboard, click on 'Save Dashboard' to preserve your changes.
- Use the 'Share' button to generate a shareable link or to invite team members to view and collaborate on the dashboard.
- Exporting Data
- Click on 'Export' to download the dashboard data in CSV or PDF format.
- Select the data range and desired format before confirming the export.
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