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Visualisations

Adding a visualisation to your Dashboard

  1. Click the plus Add Item icon to open the Tile Editor.

    Tip

    You can move the Visualisations panel from right to left by clicking the icon.

  2. Click and select a visualisation type.

  3. Enter a Title.

    The fields in the panel will adjust to match the tile selected. For example, to display Total Bookings in the Teal Green Holidays demo system using a Number Card:

  4. Click + Measure to access and then Search data… or Browse data.

    Tip

    To identify the total number of records in a table, use the Search option and type the table name — for example, in our demo system, this might be Bookings > People > Communications. You cannot select table items using Browse.

Show underlying data grid - This will provide a link on the tile to view the underlying data.

Omit Unclassified - This will not represent Unclassified data on the visualisation.

Legend

  • Select the Show legend option to show the legend.

Show Legend

  • Click the icon to position the legend.