Creating Your First Dashboard - Data Tab Overview

JRNI Updated by JRNI

📈Data Tab Overview

The Data Tab configures what information your chart displays. Each section uses simple dropdown menus to select your data fields. The chart automatically updates as you make changes, so you can see results immediately. Here are the main sections:

  • Chart Type
    • What it is: Choose the style of your chart (bar, line, pie, table, etc.)
    • What it does: Changes how your data looks visually
  • X-Axis (Categories/Rows)
    • What it is: The horizontal line on your chart
    • What it does: Groups your data by categories (like months, products, or regions)
  • Y-Axis (Values)
    • What it is: The vertical line on your chart
    • What it does: Shows the numbers you want to measure (like sales, counts, or averages)

  • Element Filter
    • What it is: Filters Controlled by Dashboard Elements
    • What it does: Hides data you don't want to see (like showing only this year's data)
  • Fields
    • Please find a link to the fields available here (XXXXX)

Need help setting up or managing dashboard? Contact support or your CSM— we’re here to help.

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Creating Your First Dashboard - Chart Components Overview

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