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Configuring Dashboards
How do I configure my Dashboards?
How do I configure my Dashboards?

Customize your dashboards to fit your specific needs.

Amanda Robinson avatar
Written by Amanda Robinson
Updated over a week ago

Each organization comes with a default dashboard. This dashboard contains all the datasets in the organization - no filters have been applied. It may not always make sense for you to look at your data at such a high level. You may want to only look at one dataset for example, or maybe even segment further.

For this reason our dashboards are fully configurable so that you can build the dashboard that makes the best sense to you! Remember you are not restricted to only one dashboard and you can have multiple dashboards. To toggle between different dashboards simply select the desired dashboard from the popup that appears to the right of the icon.

Creating multiple dashboards based on different segmentation, like we see below, can help you easily see your data visualized from different perspectives. Here we have one dashboard that exclusively displays the insights related to the customer journey step - Delivery. We can also look at the data segmented by city, for example.

So how do we build a customized a dashboard?

You can get started configuring the default dashboard or build a completely new dashboard and add your widgets one by one up to a maximum of 15 widgets.

To add a new dashboard simply scroll over the homepage icon and select the "+ new dashboard" button. You will be taken to a completely empty dashboard. Here you can add your widgets and design your dashboard from scratch.

More on configuration in a moment. Let's first look at how to add widgets and rearrange them on the screen.

Adding a widget

You can add additional widgets by selecting the “Add Widget” button at the top right and then choosing a style of widget from the pop up. Configure your widget in the manner described below.

Editing the layout

You may want your widgets arranged in a different order on the default dashboard. Select “Edit Layout” at the top right of the screen to do this.

Place your mouse over the two lines beside the name of the widget and drag and drop it where you see fit.

To change the size of a widget use the three dots on the edges.

Configuring a widget

Click on the three dots at the top right of the widget to configure, rename, or delete a widget. The configuration popup has two panels. The left panel allows you to set options and filters and the right panel displays any changes made before you update.

It is important to remember when creating complex dashboards that each widget should configured separately!

Configuration options

The left panel contains two tabs. The Options tab allows you to design your chart - name the widget and choose which variable you want to chart. You can choose from the metadata contained in your original upload and the analytics applied to the dataset by Keatext, including Tags, Topics, and Opinions.

The name of the dataset will be written directly below the variable in smaller font. This means you can graph from more than one dataset on the same dashboard!

In our example we only have one dataset, Reviews, :/ but you get the idea.

The panel on the right shows you how your widget will be displayed and allows you to limit the number of bars or change the way it is sorted, alphabetically or by volume.

If you don't want to apply any filters select "update widget" at the bottom right and you're ready to go!

Configuration filters

The Filters tab allows you to set and save filtersets.

You can choose the Source you'd like to display in the widget, filter by the metadata contained in your dataset using Record filters, as well as filter by Tags (if you have previously applied them), and even use the Search filter to isolate Topics or Opinions.

If your dataset includes dates, choose that variable in your Records filter to isolate time periods.

Once you have set all your desired filters, select "Update Widget" on the bottom right of the popup. This means your widget has been configured with the chosen parameters but you have not saved the filterset to use it later or in other widgets.

If you feel you will need to reuse the parameters multiple times select “save new filterset” to come back to it easily at any time. Toggle between saved filtersets with ease using the dropdown. You can even pick your saved filtersets in other widgets. If there is a filterset that you will use often it is probably better to save it rather than simply updating the widget without saving.

If you modify a filterset you have already saved, and you want to update it so it is saved with the new changes, select “update everywhere”.

Configuring a Number widget

Here is a short video on configuring a Number widget.

Configuring a Pie Chart widget

Here is a short video on configuring a Pie Chart widget.

Configuring a Heatmap widget

Here is a short video on configuring a Heatmap widget.

Configuring a Bar Chart widget

Here is a short video on how to configure a Bar Chart widget.

Configuring the Notes widget

The Notes widget is a simple but powerful widget that allows you to write notes directly on the dashboard. This is useful specially when sharing a dashboard. For example, it allows you to explain your findings to stakeholders with whom you have shared the dashboard. The Notes widget has a menu bar at the top allowing you to adjust size, font, add bullet points etc.

Configuring the Time Series widget, Table widget, and The Matrix widget

All of our widgets follow the same pattern. You use the options tab to design your widget, for example pick the variables you want to chart, and then the filters tab to filter for a specific segmentation, if needed.

Both the Time Series widget and the Table widget follow the same principle but they are a touch more complicated, so a more in-depth explanation is in order.

Click here to read more about configuring the Time Series widget, the Table widget, and the Matrix widget.

Renaming a widget

To rename a widget without reconfiguring it, select the three dots on the top left of the widget, type the desired name in the field and then hit the “Rename” button directly to the right of the field.

Duplicating, Deleting, and Sharing a dashboard

Select the three dots on the top left of your dashboard to duplicate, delete or share your dashboard.

There are two ways you can share your dashboards, internally with the other users in your organization and externally with those who do not have access to the tool.

When you share your dashboard internally, your colleagues can access the dashboard you have created but they will not be able to view or change your configuration so you don't have to worry about changes being made that you are not aware of. They will however be able to to use all filters: Sentiment, Time and use the filter dropdown at the top right of the screen.

To access dashboards that your colleagues have shared with you go to the "shared with me" tab on the dashboard menu.

Sharing a dashboard with a public link is useful so that stakeholders who don't have access to the Keatext app can see the dashboards and even click through to the records. It acts as a report.

Stakeholders who receive a public link will be have access to all filters. You can, however, restrict their view by applying filters before creating a public link. This will give them access to a subset of the data only.

Duplicating a dashboard is useful if you want to make multiple dashboards with the same layout. Simply duplicate the dashboard and change the configurations accordingly.

If you create a dashboard and you want to "give" it to a colleague so that they can have access to the all configurations etc, you should share it with them and then ask them to duplicate it. Now they have their own version of the dashboard you created and they can modify it as needed.

You can always delete a dashboard if it is no longer necessary.

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