Dashboard Editing Video Tutorial Series

Learn how to edit dashboards and take control of your data!

This video tutorial series is designed to explore the dashboard editor in a thorough yet concise way by creating a modified POS Sales dashboard.
The pace is quick, so we encourage you to pause frequently, edit along and experiment, too.
Total run time is less than 20 minutes.

Part 1: Getting Started
– What exactly are dashboards and how do they work? We start by making a copy of an existing dashboard and covering dashboard editor basics.
Part 2: The Grid
– Starting almost from scratch, we add columns and column totals to a new grid, sorting, captioning, and more along the way.
Part 3: Combo Box and List Box Filters
– Filtering is crucial to extracting useful information and making comparisons. We add and work with the two most common filter types: Combo boxes and list boxes.
Prerequisite to Part 4: Filter Editing with the Dashboard Editor
– In this quick video, we find out how to add filter criteria behind the scenes. Though not strictly necessary to move on to Part IV, we highly recommend it.
Part 4: Charts and Hidden Dimensions
– The initial part of the series concludes with pie charts and hidden dimensions. We’ll learn how to utilize hidden dimensions to shape data behind the scenes (no astrophysics involved, promise!) and get three pie charts to focus in on relevant information.

Part 1: Getting StartedPart 2: The GridPart 3: Combo Box and List Box FiltersSuggested: Filter Editing with the Dashboard EditorPart 4: Charts and Hidden Dimensions

Follow Up:

What if we would like to prevent the pie charts from being affected by our District Filter?
Remember the “Ignore Master Filter” button in the Interactivity menu? (see Part 2)
Set each pie chart to ignore master filter, and they will not change, regardless of how the filter is set.

Why do the pie chart captions say “market” when we decided to use “district” in the grid?
Oops! That was my fault; it’s bad form to label the same data with different terminology.  In hindsight, I would have captioned the grid with “market” instead of “district.”
Why? While the data source labels it “district” and Analytics has historically used the “district” label, most suppliers prefer the term “market” and understand that “district” and “market” are the same thing with respect to Walmart locations.

What about calculated fields, conditional formatting, parameters, other charts, and everything else?
Analytics is extensive! There’s a lot of ground to cover, which is why we want your suggestions for the future.
With your input, we can continue this series with the content you want to see.
Email or call support: team@GetTapApp.com 1-855-GET-TAP1 (1-855-438-8271)