Viewing and using dashboards

If you are an end-user of a dashboard, you have options for configuring your view of the dashboard.

Using predefined filters

Dashboards may include predefined filters that you can use to adjust the data displayed to only include what you are interested in. For example, you may be able to narrow down your organizations data to the region you are located in to get a view of the dashboard that is more relevant to your needs.

Cross-filtering

You can use cross-filtering to interact with the dashboard data and configure the results you see. Cross-filtering allows you to click or select an area in a visualization, and all related dashboard tiles automatically update to filter based on that value. For more information, see Cross-filtering dashboards.

Note: Cross-filtering is enabled by default, but this feature can be turned off by the dashboard author.

Refreshing the dashboard

Typically, you also have the option to refresh the data displayed in the dashboard at any time.

Downloading dashboards and tiles

If you have the appropriate permissions, you can download data and visualizations from the dashboard to use in another application. For more information, see Download a dashboard and Download a tile.

Note: If you accessed the dashboard through a link that was shared with you, you cannot download the dashboard because of privacy restrictions.

Sharing

If you have the appropriate permissions, you can also share the dashboard with internal and external users by creating a shareable link. You can set an expiration date that determines how long the link is valid for.

For more information, see Share a dashboard.