Designing Dashboards

Overview

MarketSight's dashboard editor makes the process of dashboard design simple. With a few clicks, you can create colorful, interactive dashboards to share with other users and clients. Using templates and placeholders to represent images or other items will allow you to create layouts that you can use again later! Even better, because dashboards link to your charts, crosstabs and data views in MarketSight, they can show new data when you use the redirect ability to update them.

To learn more about making dashboards, watch this video.

Create a New Dashboard

  1. Go to the Dashboards list page
  2. Click on New in the gray toolbar
  3. Select "Dashboard" to create a new dashboard from scratch, or
  4. Select "Dashboard from Template" to create a dashboard based on a previously made layout

Create a Dashboard from a Pre-Built Template

  1. Go to the Dashboards list page
  2. Click on New in the gray toolbar
  3. Select "Dashboard from Template"
  4. Click on any of the pre-built templates offered by MarketSight

Create a New Custom Template to Use Again Later

  1. Go to the Dashboards list page
  2. Click on New in the gray toolbar
  3. Select "Template"
  4. After customizing the new dashboard, click "Save As" in the gray toolbar
  5. Choose "Template"

Add Placeholders to a Dashboard

MarketSight Dashboard Placeholder

  1. Click New to create a new dashboard, or Edit to modify a preexisting one
  2. Click Add Item in the gray toolbar
  3. Select Placeholder
  4. Click and drag box to reposition or click and drag the border anchors to resize
  5. To replace a placeholder with a MarketSight item such as a chart or crosstab, click and drag the item on top of the placeholder itself
  6. To replace a placeholder with an image or text, right-click on the placeholder and choose Convert
  7. To convert an item back into a placeholder, right-click on the object and choose Convert

Add Pages to a Dashboard

MarketSight Dashboard Pages

  1. Click New to create a new dashboard, or Edit to modify a preexisting one
  2. Select the Design tab
  3. Click the Enable Multiple Pages option
  4. Format the page navigation by using the Item Settings
  5. Add new pages by clicking the plus sign in the displayed navigation
  6. Copy pages by right-clicking on any page button
  7. Rename pages by right-clicking on any page button
  8. Delete pages by right-clicking on any page button

Add MarketSight Items to a Dashboard

  1. Create crosstabs, charts and data views within the appropriate areas of MarketSight
  2. Click New to create a new dashboard, or Edit to modify a preexisting one
  3. Click and drag the desired crosstab, chart or data view from the left to the dashboard editor on the right where you'd like it to be placed
  4. To change datasets and access different items, click on the small link in the designer
  5. Save your modifications

Add Images to a Dashboard

MarketSight Dashboards Add Images

  1. Click New to create a new dashboard, or Edit to modify a preexisting one
  2. Click Add Item (A) in the gray toolbar
  3. Select Add Image
  4. Browse for your file (B) (.jpg, and .png formats accepted), or
  5. Right click on any placeholder and click "Convert"
  6. Click and drag to reposition or click and drag the border anchors to resize

Add Text to a Dashboard

MarketSight Dashboards Add Text

  1. Click New to create a new dashboard, or Edit to modify a preexisting one
  2. Click Add Item in the gray toolbar
  3. Select Add Text, or
  4. Right click on any placeholder and click "Convert"
  5. Select format as desired (A)
  6. Enter text into box (B)
  7. Click and drag box to reposition or click and drag the border anchors to resize
  8. If desired, show scrollbars by right clicking on the text box, choosing Options, and deselecting "Never show scrollbars"

Add a URL to a Dashboard

  1. Click on Add Item in the gray toolbar
  2. Select Add URL
  3. Enter the desired URL
  4. Click OK (note: the URL will not be active until the dashboard design editor is closed)

Undo an Object Move, Object Resize, or Properties Change

  1. After accidentally moving or resizing an item on your dashboard, or after changing its properties with the Options dialog, click Undo in the gray toolbar

Remove Items from a Dashboard

  1. Edit the desired dashboard
  2. Right click on an item
  3. Choose Delete, or
  4. Press Delete on your keyboard
  5. Save your modifications
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