Discussions
Interactive Dashboards: My Dashboard
I've received several questions about whether it is possible to customize the content of the Analytics Dashboard/Home page of Interactive Dashboards. You can certainly customize and save your view of the analyses on that dashboard, but you cannot change which reports are displayed. If you truly want to design your own dashboard, you can do that using "My Dashboard" - and you don't need the Interactive Dashboards Plus functionality to do it!
The screenshots are showing up quite small here, so remember you can always click on an image to expand it in order to see more detail.
Start by going to the Dashboard menu in the top right corner and select "My Dashboard".
You'll be shown a blank page and prompted to edit the dashboard to add content, which you can do using the hyperlinked Edit in the center or the gear menu in the top right.
The editing canvas is pretty straightforward - on the left you have Dashboard Options to format and the Catalog to add content.
You just need to drag and drop from the left-hand menu onto the canvas. Under the Catalog menu for each communication channel, there is a folder called Prompts, with options of prompts which you can add to your dashboard. Here I have added the basic Email Prompt and the Campaign Performance Report to my canvas. You can add any of the standard reports, or any custom reports you have in your folder or the company shared folder.
Using the Dashboard Options, you can add sections and columns to format your reports - here I've added some more reports, including my KPI analysis, and columns.
You can always Preview your Dashboard using the button in the top right - but note that you won't have the prompt functionality when you just preview it. When you're satisfied, you can save the Dashboard.
You can also see in the image above, the first two icons allow you to add a page or delete a page from My Dashboard.
Once saved, you can view the final result using the Dashboards menu. Here you can see my prompts, KPI, three graphs and my table report.
You cannot set this dashboard as your home page, but you can add it to your Favorites menu so it is very quick to find.
Then you only need to select your dashboard from the menu.
I hope this is useful for all of you Interactive Dashboard explorers!
Comments
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Hello Helen,
thanks for your great article!
I have a question regarding the prompts you are using.
In the fourth screen you are adding an "email prompt" and a "campaign performance report" to your dashboard.
I can edit the analysis "campaign performance report" without any problem. But I can't find any way to edit or create a new prompt like "email prompt".
Is it possible to create a new prompt like the email-prompt in interactive dashboards?
Best Regards,
Eric
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Hello Helen,
thanks for your great article!
I have a question regarding the prompts you are using.
In the fourth screen you are adding an "email prompt" and a "campaign performance report" to your dashboard.
I can edit the analysis "campaign performance report" without any problem. But I can't find any way to edit or create a new prompt like "email prompt".
Is it possible to create a new prompt like the email-prompt in interactive dashboards?
Best Regards,
Eric
Hi Eric,
Right now you cannot create your own customized prompts on a dashboard - the standard prompt sets provided can be found under Shared Folders/EMAIL/Prompts, and include Deliverability Prompt, Device Prompt, Interval Comparison Prompt, Segment Group Prompt. Hopefully one of those will be close to what you want to have on My Dashboard.
Since you have the Author role, you could add levels of prompts to an individual analysis (not a whole dashboard, but just one custom analysis), using the third tab, 'Prompts', on the Edit Analysis screen. I haven't gotten around to experimenting much with those (it's on my list to do!) but if you add a column prompt on that tab, you get this window, where you can set operators and input methods.
Also, if you set a prompt on that tab, it won't appear on the results tab directly - you'll have to select "Show how results will look on a Dashboard" and pick Default or AltaResponsys.
Here is that preview:
And once I select my Marketing Strategy value and hit "OK", the report appears:
Keep in mind, we have limited support for these features, and none at all if you get into using variables. But if you get a chance to explore, post about your experience and let us learn from you!
Helen Lillard
Expert Services
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Hi Helen,
I am trying to add a prebuilt prompt (Email Prompt) in My Dashboard, following the example given above, but I can see the Prompts folder shown in the Catalog (see screenshot below). Could you please advise?
Thanks,
Ana
