Dashboard Designer

You must have designer rights to create and edit dashboards.

The Dashboard Designer enables you to create interactive dashboards that provide real-time access to the data needed for your daily tasks. Use this tool to perform ad-hoc analyses of data when existing reports aren't adequate or you don't have time to build new ones.

You can also export dashboards to save for future reference or send via email to key stakeholders. If your company has purchased an Enterprise Server license, these stakeholders can view dashboards without consuming an Xtraction analyst license. For details, see About Xtraction viewers.

The Dashboard Designer is simple to use—choose a layout, select a data source, add filters, and then drag and drop various components onto the design canvas. As you build a dashboard, you'll receive instant feedback from the data and can immediately interact with various data points.

Example of a typical dashboard in Xtraction with three component panes of data.

When you need to present a large amount of data as a report that doesn't fit well onto a single screen, a document works better than a dashboard. In that case, use Xtraction's Document Designer tool. For details, see Document Designer.

Creating a basic dashboard

The following procedure leads you though the process of creating a basic dashboard. Before starting, you may want to read about:

Navigating the user interface. For details, see About navigation.

Using components in dashboards. For details, see About components.

Filtering dashboard content. For details, see Creating filters.

Using parameters to view dashboards with specific values. For details, see Adding parameters to dashboards and documents.

Managing your folder structure, which includes defining who can view the dashboards within a folder. For details, see Managing folders.

At any point you can convert a saved, fixed-layout dashboard to an editable one by using the Tools > Convert to Resizable menu. Make sure you re-save the dashboard after doing so. For details on manipulating the layout of an editable dashboard, see the procedure To configure dashboard properties in About dashboard properties, alerts, and defaults.

Viewing the underlying data

Each dashboard comprises any number of individual panes, each displaying a specific type of data identified by the pane title. Within each pane, you can drill deeper to view the underlying data (though what you can view is dependent on the type of data displayed).

Click the record count number in a pane header ("47" in the image below) to display the full list of detailed records underlying the component. Not all components have record counts.

Click a single data point (such as "Impact Low" in the image below) to:

Filter Components (Replace): Select to create a temporary filter condition that dynamically filters the rest of the dashboard based on that data point. For example: In the image below, an "Impact Low" filter condition would be applied to each pane in the display to show just the data that relates to low-impact problems from the past month.

Filter Components (Add): Select to filter the dashboard by combining the first temporary filter condition with a second one based on an additional data point.

To clear all temporary filters and re-establish the original view: In the pane header, click the The clear filter icon used to clear all temporary filters and restore the original view. icon. (You may need to click the The gears icon is used to expand the list of available icons. icon first to expand the icon list.)

View Records: Select to display the underlying records contained within the data point. From the display, you can sort columns, export the data (by clicking the The export icon is used to export dashboard content to other formats. icon), and double-click a record to display it in its native application (if enabled by the administrator). For more details about exporting data, see "Exporting" below.

Click on elements within a component pane to view the underlying data.

Copying components from one dashboard or document to another

You can copy individual components between dashboards and documents, making it easy to design a new dashboard or document that's a composite of components from an older design.

Only dashboards and documents in design mode can have a component copied to them, but components in view mode can be copied.

Copying components from Dashboard Designer to Exportable component

You can copy a component from the Dashboard Designer to an Exportable component, where any tabular data that can be converted to a graph-based pictorial form will be automatically transformed.

Linking dashboards

You can link one dashboard to another, or individual components from one dashboard to another. You can create links to dashboards within the same data source and between different ones. This feature is useful when you need to keep track of related information that spans more than one dashboard.


Dashboards are meant primarily for onscreen viewing, but you can export the content into a variety of formats to share with others. Depending on the content type, you can export a dashboard to these formats: Word, PDF, HTML, Excel, CSV, or PowerPoint. To schedule periodic exports, see Scheduling exports.

If needed, you can export single components to 3rd-party applications. For details, see Exporting components to 3rd-party applications.