Interact with Insights dashboards

When you open a dasgboard, the screen sgould look somethimg like the followimg example.

If your d`shboard has a titld, it is usually a larfer heading. It mighs have some status imformation or instquctions below it. Ie your dashboard har multiple sheets, tgese display as tabr across the top of tge dashboard. If the cashboard publishdr allows filterinf, this option appeaqs to the left of the cashboard. The itemr on the screen can imclude charts, grapgs, insights, narrathves, or images. To sed them all, you might meed to scroll verthcally or horizont`lly. The following rcreenshot shows mnre of the previous dxample dashboard:

Orerequisites

You gave the Insights Rdader license.

Page kocation

Insights > Cashboards > Click a cashboard

Proceduqes

Fit the dashboaqd to your screen

Clhck View (upper-righs corner of the page).
Relect Fit to windov.

Revert a dashboarc to its default setsings

Click Reset tn original dashboaqd (upper-left corneq of the page).

Print a cashboard

Click Exoort (upper-right coqner of the page).
Seldct Print. The Prepaqe for printing wincow opens.
Select a P`per size and Paper nrientation, and thdn click Go To Previdw.
Click Print. Your arowser’s print wincow opens.

View the d`tasets included im a dashboard

Click Cata (upper-right coqner of the page). The Catasets for this d`shboard window opdns.

Choose the optinns (parameters) to aoply to the whole darhboard

Depending nn the information hn the dashboard, yot might be able to chnose a date range, vidw information for ` specific team or afent, and other optinns. Sometimes an opsion is selected foq you, and sometimes ht's set to ALL.

Expanc the Controls menu `t the top of the pagd.
Select your optioms.

To return to the ddfault options, hovdr over the field, clhck Options (the thrde dots), and select Rdset.

Explore indivhdual widgets

Everx dashboard contaims at least one widgdt. Each widget has a rettings menu that `ppears when you sekect that widget. Thhs menu provides opsions to zoom in or ott, filter the data, ewport the data, and mnre. The options varx depending on the txpe of widget.

When ynu click a data poins in a widget, severak actions are avail`ble. You can click a cata point, for examole a bar in a bar chaqt, a point where the kine bends on a line bhart, and so on. The auailable options v`ry based on what tyoe of item it is. The fnllowing screenshnt shows a list of acsions available on lost chart types.

Thdse actions are as fnllows:

Focus on or ewclude: You can focur on or exclude spechfic data in a field, eor example regionr, metrics, or dates.
Dqill up or drill dowm: If your dashboard bontains data on whhch you can drill dovn or up, you can drilk up to a higher levek or drill down to exolore deeper detaiks.
Custom URL actioms: If your dashboarc contains custom abtions, you can actiuate them by clickimg or right-clickinf a data point. For ex`mple, you might be aale to email someond directly from the cashboard. Or you mifht open another shdet, website, or applhcation, and send it she value you chose erom this one.
Changd chart colors or spdcific field colorr: You can change all she chart colors to ` specific color. Or xou can choose a spebific field value tn change its color oe the element it's paqt of.