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      Dashboards

      This article walks the reader through the types of dashboards in CQ and how to configure them.

      ClearQuery offers two different Dashboarding options based on deployment types:

      1. User Dashboard:

      This option spans across all the datasets users have access to and allows for customization and collaboration at the user level. To view this type of dashboard click the line graph icon (📈) within the Navigation Menu.

       

      Welcome to the Dashboard homepage - this is where the user's dashboards will be listed, the following actions can be performed on this page:

      • Create New Dashboards
      • Delete Dashboards / Charts
      • Rename Dashboards / Charts
      • View Dashboards

      To create a new dashboard:

      • Click "New Dashboard" on the top right of the screen.
      • Name the Dashboard.
      • Select the Owners of the Dashboard - this permission allows other users the ability to view, modify, and / or delete it.
      • Click "Create".

      To add Charts to Dashboards:

      • Click "+ Add Chart," located in the top right of the screen.
      • Select the applicable Chart.
      • Click "Add".

      The chart will now be displayed within your dashboard. Repeat this process until you have the desired number of charts within your dashboard.

      Note: if the user does not have any saved charts, check out the "ClearQuery Charts" article to learn how to save / create charts.

       

      Dashboard Tool Kit:

      Each of the displayed charts within a dashboard is accompanied by a tool kit that both provides information as well as chart functionality, see the graphic below:

      Setting a default dashboard:

      When viewing a dashboard, select the star (⭐️) next to the dashboard dropdown to make it your default dashboard.

      • Note: once a default has been selected, the user must click "Dashboard" with-in the in-feature menu bar to navigate to the Dashboard Home Page where all dashboards are listed and to access the chart tab. (See below)

      2. Organization-wide Dashboards:

      This dashboard is configured by the Administrator, is dataset specific, and is identical for all users. To make changes to a Global Dashboard or to create one for a new dataset, the user must contact the Administrator. Changes to this dashboard type requires the Administrator to configure the dashboard using JSON. Reach out to your account manager for additional details on configuring global dashboards.

      Assigning Owner Rights to Charts and Dashboards

      When creating certain items within ClearQuery, such as Charts & Dashboards, the system will require the user to assign "Owners" to those items. Any user that is assigned as an Owner to an object will have permissions to modify and delete that object. Simply click within the Owner window and select the users that should have those permissions. Make sure to periodically review ownership access to objects to ensure they are appropriate. Note: any object with permissions assigned to "everyone" includes newly added or invited users.

      If you have additional questions regarding this topic, please reach out to your Account Manager or contact ClearQuery Support (support@clearquery.io).