Managing dashboards
On this page
A dashboard is a collection of widgets organized to present your data effectively. This section guides you through essential management tasks to optimize, customize, and maintain your dashboards in Present.
Why manage dashboards?
Dashboard management helps you to:
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Present data clearly and effectively
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Ensure optimal performance
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Maintain organized information structure
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Create consistent and professional visualizations
Core concepts
- What is a dashboard?
A dashboard is a collection of widgets organized to present your data. You can share a dashboard to collaborate on it with other Adverity users, and to allow external users to view it.
- What is a widget?
A widget is an individual element on a dashboard. Use Explore to create table and chart (visualization) widgets based on your data. You can also add image, video, and text widgets to your dashboard.
First steps
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Adding filters to a dashboard - Display only relevant information on your dashboards
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Using dashboard pages - Organize your dashboard into logical sections
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Using dashboard themes - Customize the appearance of your dashboard
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Working with widgets - Actions available when hovering over a widget: edit, style, filter, move, clone, and more
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Bulk editing widgets - Apply changes to all widgets on a dashboard at once
AI features
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Using the AI Insights Widget - Generate written analysis from your dashboard data using AI
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Ask your dashboard - Ask plain-language questions about your dashboard data
Inside this guide
- Adding filters to a dashboard
- Cloning dashboards
- Deleting dashboards
- Freezing dashboards
- Optimizing dashboard performance
- Switching the dimensions and metrics shown in widgets
- Using dashboard labels
- Using dashboard pages
- Using dashboard themes
- Working with widgets on a dashboard
- Bulk editing widgets on a dashboard