You can filter the data that displays in a dashboard and control the way the data is displayed. You can download data and schedule email delivery of dashboards. Filtering options are explained in each dashboard page.
Dashboard capabilities
Every dashboard has the following icons to control the dashboard display and access dashboard capabilities:
Reload data: click Reload to get data from the cache. If you change a filter setting before clicking Reload, the dashboard gets the most recent data from the backend database.
Hide and show filters: click Hide filters to hide the filters on the dashboard. Click again to show the filters.
Other dashboard actions: click Dashboard actions to see other dashboard actions.
Dashboard actions
With the Dashboard actions menu, you can clear cache and refresh, download, schedule delivery, reset filters and set each tile's time zone.
The following screenshot shows the Dashboard actions menu:
Clear cache and refresh
The Clear cache and refresh menu item clears the cache for the dashboard and gets the most recent data from the backend database.
Download
The Download menu item lets you download the data from a dashboard. The download includes the data that displays in your dashboard.
To download the data from a dashboard, follow these steps:
Select Download.
A dialog box will open.
Choose your download file format:
PDF
When you select PDF the following settings are available:
Paper Size: Select the desired paper size.
Expand tables to show all rows: Select this checkbox to show all rows.
Arrange dashboard tiles in a single column: Select this checkbox to arrange dashboards tiles in a single column.
Open in Browser: Opens the pdf in your browser view.
CSV: Dashboard's query tiles as a zipped collection of CSV files, excluding text tiles.
Click Download.
Schedule delivery
The Schedule delivery menu item lets you schedule email deliveries of dashboards in PDF, CSV, or PNG formats at a frequency that you specify.
Starting a delivery from a dashboard
Go to the dashboard you wish to schedule for delivery. Click the Schedule Delivery button.
You can manage and modify these settings at any time from the dashboard settings menu.
Existing Schedule
If you have already created schedules for this dashboard, an existing schedules window appears. This window shows the schedules that you have set along with information about each schedule, such as destination and format.
Deliveries that use the Send now recurrence and schedules that were created by other people do not appear in this window.
Schedule and send window
If you select New from the existing schedules window, or, if you do not have any pre-existing schedules for the dashboard, once you have clicked Schedule delivery a schedule and send window opens.
This window lets you customize recurrence, destination, format, filters, and more.
Schedule Name
The top of the schedule and send window shows the name that is automatically given to the delivery. The name defaults to the dashboard's name.
To edit the schedule's name, select the name and make your edits.
Recurrence
Customize the timing of your delivery in the Recurrence section.
In the Recurrence dropdown choose how often you want your dashboard to be delivered. You can select from options such as every 15 minutes, hourly, daily, weekly, or monthly.
Send Now
You can choose to send the dashboard immediately using the Send Now option.
A one-time delivery of the dashboard is sent after you select the Send Now button at the bottom of the dashboard.
Destination
Email: Select the recipients you want to receive the dashboard. You can add recipient(s) within or outside your organization by entering their Email address(es).
If you're entering multiple email addresses, select the Enter key, or add a comma, after each address.
Format
Select the Format in which you want to deliver your dashboard. You can choose between PDF, CSV, or PNG.
The Format field contains a drop-down menu of available formats:
CSV zip file: The unformatted data from the dashboard delivered as a collection of comma-separated values (CSV) files in a zipped directory. For deliveries to email, the ZIP file is delivered as an email attachment.
PDF: An image of the dashboard as a single PDF file. The default layout displays tiles as they are arranged in the dashboard, but other layout and sizing options are available under Advanced options. For deliveries to email, the file is delivered as an email attachment.
PNG visualization: An image of the dashboard as a single PNG file. The default layout displays tiles as they are arranged in the dashboard, but other layout options are available under Advanced options. For deliveries to email, the image appears inline within the body of the email.
Filters
Choose the filters tab to apply the filters to your dashboard. This ensures that only relevant data is sent to your recipients.
The Filters tab in the schedule and send window shows any filters applied to the dashboard as well as their values. In this tab, you can edit the values for any existing filters applied to the dashboard and the new values will be applied to the delivery.
The dashboard itself will not be affected. You cannot add filters to your schedule in the Filters tab, only view and edit the values for existing dashboard filters.
For example, you might send regional teams results that are filtered for their states of interest.
Advanced options
The Advanced options tab provides additional customization for your delivery. The options available depend on the selected destination and format of your delivery.
Custom message
This option is available only for the email destination.
Enter a message you would like included in the body of emails to recipients. The limit is 1500 characters.
Include Links
This option is available only for the email destination.
Select this option to include in the data delivery emails a "view full dashboard" link that goes to the dashboard.
Expand tables to show all rows
This option is available only for PDF formats of dashboard deliveries.
Select the Expand tables to show all rows box to display all rows of any table visualizations in the dashboard — rather than just those rows that display in the dashboard tile thumbnails.
If the Expand Tables to Show All Rows option is selected, dashboard tiles that contain table visualizations may look slightly different in delivered PDFs than they do in the dashboard.
The following differences may be noticeable in the PDF:
Customizations to background colors and font sizes are removed from column headers and subtotal rows
Table appearance
Tables with Size Columns to Fit enabled stretch to the full width of the tile
Additionally, for tables with more than 20,000 cells, the following differences may be noticeable in the PDF:
Conditional formatting options other than background color no longer appear
Cell visualizations on numeric columns no longer appear
Arrange dashboard tiles in a single column.
This option is available only for the PDF and PNG visualization formats of dashboard deliveries.
This layout displays dashboard tiles in a single vertical column. Leave the box unchecked to show the tiles as they are arranged in the dashboard.
Paper size
This option is available only for PDF formats of dashboard deliveries.
You have the option to specify the optimal size and orientation of dashboard PDFs by selecting from the Paper size drop-down menu.
Large visualizations or groups of overlapping dashboard tiles may need to be resized to fit cleanly on a PDF page.
Delivery time zone
By default this will use the same timezone associated with the dashboard.
If you want to specify a different time zone, select the time zone from the drop-down menu. The time zone you select does not affect the data in your dashboard, just the timing of the delivery.
Reset filters
The Reset filters menu item lets you reset the filters of your dashboard to their default settings.
Each tile's time zone
The Each tile's time zone menu item lets you set the time zone for your dashboard.
Tile actions
With the Tile actions menu, you can select options for a tile. The options vary depending on whether the tile is a standard tile or a table tile.
The following screenshot shows the Tile actions menu for a standard tile:
The following screenshot shows the Tile actions menu for a table tile:
Download Data
This opens a dialog box with a window where you can name and format your download.
Data can be downloaded in the following formats:
TXT (tab-separated values)
Excel spreadsheet (Excel 2007 or later)
CSV
JSON: For JSON format, field labels are used as its rendered value in its JSON output. See the Change in JSON formatting;Community post for more information about how this renders fields in JSON format.
HTML
Markdown
PNG (image of visualization)
Expand the Advanced data options menu to see all available options for your download.
Values
Choose how you want the downloaded query results to appear:
If you choose Unformatted, special formatting is not applied to your query results, such as rounding long numbers or adding special characters. This is often preferred when data is being fed into another tool for processing.
If you choose Formatted, special formatting is applied, although some features (such as linking) aren't supported by all file types.
Results
If you choose With visualization options applied, the visualization settings are applied to your download.
If you choose As displayed in the data table, visualization options will not be applied and the download will appear like the data table.
Limits
You can choose how much data you want to download as follows:
Results in table: Number of rows specified by the row limit of your content.
All Results: All results returned by the query. Before selecting this option, see the All Results section on this page.
Custom: A custom number of rows.
Clear cache & refresh
Click Clear cache & refresh to clear your cache and get data from the backend database.
Autosize all columns
Click Autosize all columns to resize the width of each column to fit its column heading name or its longest data value, whichever is wider.
Reset all column widths
Click Reset all column widths to reset each column to its default width.
Table options
You can change the sort order and select options for the columns of a table.
Sort columns
Click a column heading to switch the sort order from ascending to descending or from descending to ascending.
Set column options
To set column options, click Column options, and then select Freeze, Copy Value, Autosize All Columns, or Reset All Column Widths.