Dashboards

Use Dashboards to combine Qrvey Composer components (such as charts, metrics, images, buttons, text, and filter controls) into a single view.

Select the Dashboard icon in the left navigation bar. The Dashboards page opens, showing available dashboards within the application.

For a new application, you must create or import dashboards.

Create New Dashboard

1. In the Dashboards page, select Create New Dashboard or Import Legacy Dashboard.

2. From the Create New Dashboard dialog, select a grid display:

   • Fixed Grid: A fixed canvas that remains constant regardless of the device used to display the dashboard.
   • Responsive Grid: An adaptive canvas suitable for displaying dashboards on multiple devices, such as tablets and phones.

   After you create the dashboard, you can change the grid display from the menu bar.

3. Select Create.

   An empty canvas displays where you can create your dashboard.

Import Legacy Dashboard

The Import Legacy Dashboard feature automatically clones and imports existing legacy dashboards. Original dashboards remain unchanged, and any widgets that reference them continue to function. The imported dashboard retains the same Dashboard ID. If you attempt to import the same dashboard again, you are prompted to either replace the existing one or create a new dashboard with a new ID.

To begin using the new dashboard, you need to update each widget by changing its widget tag.

Note: If your dashboard uses personalized versions, they are also imported. Each version retains the link to its clientId.

When imported, dashboards reflect the following changes:

• Subscriptions and schedules are not imported and must be recreated.
• Global filters are converted to dashboard filters.
• Filter panel settings are reset to their default values.
• The logo element in the header is converted to an image element.
• The Go to Dashboard action within Dashboard Drill does not retain its destination dashboard and generates a "missing information" error message. To resolve the error, select the destination dashboard again.

Dashboard Access and Permissions

The creator of a dashboard is set as its owner. Dashboards are public to all users with access to their parent application.

Note: When legacy dashboards are imported, they retain their ownership (same as the application owner).

Only owners and super admins can delete dashboards.

Dashboard Options

Select the three-dot menu in the upper-right corner of a dashboard card to open a shortcut menu. Options include the following:

• Edit Open dashboard in design mode.
• Use Option for published dashboards to open in interaction mode.
• Rename
• Delete
• Duplicate
• Embed it as a widget.

By default, if you select a published Dashboard card or row, it opens in Interact mode. Unpublished dashboards open in Design mode.

Design a Dashboard

Drag and drop charts and other items from the Canvas Menu to design your dashboard. Use the following options to manage your workflow:

• Preview: View your current work as the end user would see it, without committing changes to the server. This view also lets you interact with elements (such as filter controls or buttons) and execute configured actions.
• Discard Changes: Revert the dashboard to its state at the last Publish.
• Publish: Apply changes to the server and update the dashboard. If users have created personalized versions, a modal will prompt whether to maintain or overwrite their personalizations. After the dashboard is published you can switch between Interact and Design mode.
• Unpublish: Removes a dashboard from interaction for all users. After being unpublished, the dashboard can be published again, and existing personalizations can be overwritten at this time or replaced with the new published version.

Configuration Panel

Provides configuration options for a selected chart or canvas item, such as Common Settings to configure how the item is displayed on the dashboard, as well as chart actions.

Filters Panel

Note: This feature is different from a Filter Control.

Use this panel to create filters with a dashboard or tab scope. Filters applied to a specific chart must be created from the chart.

1. Select the desired chart, then select Add Filter in the Filters Side Panel. The filter modal opens.
   Alternatively, you can add a filter to the chart by selecting directly from the chart's filter icon.
2. Select the dataset column to filter.
3. Configure the conditional filtering logic as desired.
4. Select Apply to confirm and apply the filter.

When a filter is created, you can create and apply more filters, edit them, disable them, remove them, and configure general Filter Panel settings (to customize how the filters panel itself is presented).

Canvas Configuration Options

The following options are available. Select an item to select the item they will be applied to.

Menu Bar

File Options

Option	Description
New	Creates and opens a new dashboard, preserving the current one.
Open	Opens another dashboard.
Duplicate	Clones the current dashboard, preserving the original.
Canvas Size	Adjusts the pixel resolution of the dashboard.
Themes	Selects a theme to apply to your dashboard.
Create Dataset	Opens the Create Dataset modal.
Download	Shortcut to the Export/Download feature.
Embed	Creates a copy-and-paste widget embed.
Delete	Deletes the dashboard.

Edit Options

Provides common edit commands for selected dashboard items, such as Copy, Paste, and so on.

Grid Options

Configures the grid displayed on the canvas:

Option	Description
Snap to Grid	Enables or disables snap-to-grid functionality.
Show/Hide Grid**: Toggles grid visibility.
Switch to Responsive/Fixed Grid	Toggles the grid type.

Insert Options

Enables you to create a chart or other items on the grid area. For descriptions of each item, see:

• The Canvas Menu below.

• Tabs: Inserts tabs into your dashboard. Use the configuration panel to set font, selector, background, border colors, and tab size. Rename, add +, or duplicate tabs from the three-dot menu.

• Header: Inserts a page header. Use the configuration panel to set background color, image, width, and height.

• Arrange: Sets the depth level and alignment of items on the grid. (Select one or more dashboard items to enable this).

Canvas Menu

Option	Description
Grid Options	Select a pixel resolution from the dropdown menu. Changing this setting can affect page size or reposition items, which cannot be reverted.
Undo and Redo	Undo and redo up to 50 actions. Standard keyboard shortcuts are also supported.
Create Chart	Create a new chart or insert an existing one. If inserting an existing chart, the chart gallery will open automatically.
Create Dataset	Opens a modal to create a new dataset from an existing one available within the Application, configure its columns, and apply data pivoting (optional). A CSV based off the old dataset is generated and used as the connection source, which is used for the new dataset, and immediately available to be used in the dashboard. This feature enables tenant end-users with no access to dataset creation, to configure datasets for their dashboards as needed.
Image	Inserts a new image box. Use the configuration panel to upload using a URL or local machine and adjust the aspect ratio (Contain, Cover, or Fill).
Text	Inserts a new textbox. Use the configuration panel to adjust text formatting.
Button	Inserts a new button to navigate to another URL. Use the configuration panel to set its URL.
Container	Inserts a new Container, which groups and holds dashboard assets so they can be moved, deleted, copied and pasted at the same time. Note: Only available in Fixed Grid Dashboards.
Style Themes	Choose a custom theme. For details, see Managing Themes.
Responsive View	Preview the dashboard on Desktop, Tablet, or Mobile as well as customize breakpoints and the positioning of items on the dashboard.
Filter Control**: Inserts a filter control for end-users. Options include Date Picker, Multi-select List, and Input Box. The configuration panel updates to display filter control options.
Align Objects**:	Align components with precision. Options include align left, center, right, top, middle, and bottom.
Arrange Objects	Arrange overlapping components with Send to Front and Send to Back.
Grid	Toggle Show Gridlines and Snap to Grid, or switch between Responsive Grid and Fixed Grid.
Download	Schedule exports and subscribe to them, provided the user's role has the necessary permissions. If multiple datasets are used, they are exported as separate files. For more details, see Download Manager

One Click Applications

After you have published one or more dashboards, you can open your application with a single click. The One-Click Application feature allows you to navigate through published dashboards and interact with them before embedding.

1. Create and publish a dashboard.
2. Select the link icon in the top-right corner.

The application opens in a new browser tab.

Option	Description
Personalize View**	Drag, drop, resize, and hide dashboard assets to create a customized dashboard.
Get Source Dashboard** and Get Personalized Version: Toggle between your changes and defaults.
Undo and Redo	Navigate through the change history created during personalization.
Export	Export dashboard contents as CSV, PDF, or Excel.
Hidden Items	Browse and manage items removed during personalization.
Discard Changes	Revert all unsaved personalizations.
Save Changes	Confirm changes.
Hide Toolbar	Hide the toolbar containing these controls.

Configure Actions

You can configure interactions on a chart by setting up Actions when users select a data point or chart panel in the End User and Preview pages.

To configure an action:

1. Open the dashboard and select the chart panel you wish to apply an action to.
2. Select Configuration > Actions. A modal will open.
3. Choose your actions and configure them as desired.
4. Select x to close. The actions are saved.

If one action is configured, it occurs immediately. If multiple actions are configured, a tooltip menu opens, allowing the user to choose which action to perform.

Note: Not every action is available for every chart type. You can configure multiple actions per action type for charts and tables. The following limits apply:

• Charts (general): Up to 20 total actions can be configured per chart.
• Tables (Simple, Grouped, Expandable):

• For Go to URL actions, you can configure as many as there are columns in the table.
• For all other action types, you can configure up to 20 total actions per table (not counting Go to URL actions).

Apply Filter

The Apply Filter action enables users to filter data by selecting a data point (bar). For example, selecting one of the following categories will filter the chart according to the chosen value.

• Filter Scope: Toggle between Chart or Full Dashboard, filtering all other charts on the same dashboard.
• Menu Command: Name displayed to users in the menu options.

Apply Filter in Tables

The Apply Filter action is supported for simple and grouped table charts. When this action is defined for a grouped table, users can select any cell value, and the table automatically applies filters for all categorical values located to the left of the column where the select occurred.

For instance, selecting the cell with the value "Health and Beauty" in the Product Line column will filter the table to include that value along with all its parent values from the grouping hierarchy. These filter criteria will be added automatically, and if a filter panel is available, the applied filters will be visible there. The same behavior applies when selecting any cell in the Total column. If a user selects on a value in the first column, only that specific value will be added to the filters.

Go to URL

Enables users to navigate to a specified URL when selecting a chart.

• URL: Target URL.
• Open In: Where the webpage opens: Self (current page), New Tab, or New Window.
• Menu Command: Name displayed to users in the menu options.

Notes:

• The URL must be valid.
• In Table Charts, you can select multiple columns to set links on.
• As part of the URL, you can use data or system tokens.
• You can set the URL to open on the same page, a new tab, or a new window.

Go to URL in Maps

The Go to URL action functions similarly in Dot Maps and Bubble Maps but behaves differently compared to other chart types. A creator can configure a single Go to URL action to redirect users to a targeted URL when they select a data point. You can also define a multi-level behavior where the action constructs a hierarchical navigation through the context menu based on dataset columns.

Multi-Level Behavior

To set up a multi-level behavior, creators must configure the following fields:

• Levels: Specifies the data for each level. Only geolocation columns are allowed. Up to five levels can be defined, with each level requiring a unique column.
• # Records per Level: Determines how many records are displayed per level, based on the sort method.
• Sort Records: Sets the sort order for records at each level, either Ascending (default) or Descending.

Action Execution

• If Go to URL is the only defined action, users are redirected to the target dashboard immediately upon selecting a data point.
• If multiple actions are defined, a context menu appears, displaying labels specified by the creator. Users can then select the desired action.

Multi-Level Navigation

The Go to URL action includes a Multi-Level setting for geographical hierarchies (for example, State, City, Zip Code). When enabled, users navigate through a multi-level contextual menu. Selecting each level reveals the next, until the final level is reached, where users are redirected to the specified URL.

This functionality enables intuitive exploration of hierarchical data, enhancing user navigation and dashboard interactivity.

Chart Drill Down

Drills down on a subset of the data in the chart.

• Modes:
  • Off: Disables this action.
  • Default: Drill down on data while the chart remains the same. Select the fields/columns available for users to choose from.
    • Custom: Drill down into data with configurable levels that dynamically update the chart based on where the user clicks.
• Options:
  • Default > Select Columns to Display: Add or remove columns as desired.
  • Custom > Layer(s): Add or remove columns to serve as drill-down layers.

Chart Drilldown in Tables

• Simple Tables: To drill down to the next level, select a column value.
• Grouped Tables: To drill down to the next level:
  • Click a value in the columns: Uses the values of all groups in the row.
  • Click a Group: Uses the values of the group and its parent groups.

Go To Dashboard

• Select Dashboard: Choose a dashboard from the dropdown.
• Menu Command: Users will see this name in the menu options.
• Apply Filters: Toggle on to configure filters as desired.

See Data

Opens a modal displaying the data behind the chart.

• Menu Command: Users will see this name in the menu options.

Custom Datasets in Dashboards

The "Custom Dataset" button in Dashboards is a menu with options to create a new dataset or view existing Custom Datasets. The "View Custom Dataset" option shows a table with columns: Name, Source Dataset, Records, Columns, Last Load, and Data Sync. The three-dot menu for each Custom Dataset provides options to turn sync on/off and delete the dataset. Custom Datasets are automatically kept in sync with their source dataset (every 12 hours at most) and cannot be edited in the Dataset Design tab.